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JPMorgan Chase
JPM

Overview Fund Activity

3,679 hedge funds and large institutions have $297B invested in JPMorgan Chase in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,566 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,679
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.66%
Holding in Top 10
508
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.42%
% of All Funds
8.1%
New
160
Increased
1,566
Reduced
1,558
Closed
80
Calls
$6.11B
Puts
$8.12B
Net Calls
-$2.01B
Net Calls Change
-$1.96B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$668M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$347M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$188M

Top Sellers

1
State Street
State Street
Massachusetts
-$620M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$561M
3
Bank of America
Bank of America
North Carolina
-$417M
4
BlackRock
BlackRock
New York
-$405M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
2576
Advisory Alpha
Michigan
$1.01M +$144K +996 +17%
GSC
2577
Grey Street Capital
Illinois
$1.01M +$3.63K +25 +0.4%
MAM
2578
Meeder Asset Management
Ohio
$1.01M -$38.4K -265 -4%
BCM
2579
BluePath Capital Management
Georgia
$1M +$1M +6,904 New
CQS
2580
Credential Qtrade Securities
$1M +$26.5K +183 +3%
WWM
2581
Wagner Wealth Management
South Carolina
$995K +$2.76K +19 +0.3%
RWPA
2582
Richard W. Paul & Associates
Michigan
$994K +$22.2K +153 +2%
TB
2583
Terril Brothers
Missouri
$993K +$47.7K +329 +5%
PVM
2584
Palogic Value Management
Texas
$990K – – –
CHA
2585
Carmichael Hill & Associates
Maryland
$989K +$145 +1 +0%
SB
2586
Sunflower Bank
Texas
$988K -$17.7K -122 -2%
XT
2587
XTX Topco
Cayman Islands
$988K +$988K +6,811 New
GWS
2588
Glassman Wealth Services
Virginia
$987K +$6.82K +47 +0.7%
PC
2589
Port Capital
Illinois
$987K +$19.4K +134 +2%
WC
2590
Winmill & Co
New York
$986K – – –
PA
2591
Paragon Advisors
Texas
$983K +$179K +1,237 +22%
SFS
2592
Security Financial Services
Indiana
$978K +$145 +1 +0%
WP
2593
WealthSpring Partners
California
$978K -$50.5K -348 -5%
WWC
2594
Waypoint Wealth Counsel
Georgia
$976K – – –
WAG
2595
Wallace Advisory Group
California
$972K +$38.1K +262 +4%
NCM
2596
Northside Capital Management
Oregon
$972K – – –
KFA
2597
Kelleher Financial Advisors
New York
$971K -$54.5K -376 -5%
GITFIT
2598
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$970K – – –
PIC
2599
Portland Investment Counsel
Ontario, Canada
$969K – – –
PA
2600
Probity Advisors
Texas
$968K -$29K -200 -3%
102 103
104
105 106