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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 %
V
2601
ViaWealth
Kansas
$968K -$6.24K -43 -0.6%
RB
2602
Rodgers Brothers
Pennsylvania
$966K – – –
SIS
2603
Sound Income Strategies
Florida
$964K +$124K +856 +15%
CI
2604
CAZ Investments
Texas
$957K – – –
GAM
2605
Gould Asset Management
California
$955K +$3.77K +26 +0.4%
CFD
2606
Creative Financial Designs
Indiana
$955K +$44.5K +307 +5%
FRA
2607
Frank Rimerman Advisors
California
$955K +$364K +2,509 +62%
BWA
2608
Bordeaux Wealth Advisors
California
$955K -$5.22K -36 -0.5%
CFA
2609
CWS Financial Advisors
Michigan
$955K +$290 +2 +0%
JWA
2610
JFS Wealth Advisors
Pennsylvania
$953K +$290 +2 +0%
FFA
2611
Fi3 Financial Advisors
Indiana
$951K +$103K +713 +12%
RG
2612
Renaissance Group
Kentucky
$950K -$10K -69 -1%
EIA
2613
Edgemoor Investment Advisors
Maryland
$947K +$145 +1 +0%
WCA
2614
Waypoint Capital Advisors
Minnesota
$943K -$16.2K -112 -2%
QWM
2615
QP Wealth Management
New Jersey
$942K -$158K -1,091 -14%
P
2616
&Partners
Tennessee
$940K +$45K +310 +5%
LGA
2617
Lebenthal Global Advisors
New York
$939K +$64.2K +443 +7%
SFG
2618
Steward Financial Group
Texas
$937K -$1.03M -7,092 -52%
NJBEST
2619
New Jersey Better Educational Savings Trust
New Jersey
$937K – – –
BC
2620
Barrett & Company
Rhode Island
$936K -$25.5K -176 -3%
LAS
2621
LWM Advisory Services
Florida
$933K +$8.11K +56 +0.9%
TFM
2622
TFC Financial Management
Massachusetts
$931K -$2.03K -14 -0.2%
GCM
2623
Galibier Capital Management
Ontario, Canada
$930K – – –
BHBT
2624
Burke & Herbert Bank & Trust
Virginia
$929K -$143K -989 -13%
TVAMP
2625
Tennessee Valley Asset Management Partners
Tennessee
$928K -$7.98K -55 -0.9%
103 104
105
106 107