JPM icon

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 %
OFS
2626
OneAscent Financial Services
Alabama
$926K +$10.9K +75 +1%
BBP
2627
Banco BTG Pactual
Brazil
$925K +$925K +6,380 New
RP
2628
Riverbridge Partners
Minnesota
$925K – – –
GFPC
2629
Global Financial Private Client
Florida
$924K -$1.29K -9 -0.1%
MCM
2630
Monument Capital Management
Virginia
$922K +$360K +2,482 +64%
MAM
2631
McLean Asset Management
Virginia
$919K +$2.77K +19 +0.3%
SL
2632
Sentry LLC
Tennessee
$919K – – –
BSSFA
2633
Baron Silver Stevens Financial Advisors
Florida
$918K +$73.2K +505 +9%
PIM
2634
Profit Investment Management
Maryland
$918K -$31.8K -219 -3%
CA
2635
CapWealth Advisors
Tennessee
$916K -$11.6K -80 -1%
DIA
2636
Davidson Investment Advisors
Montana
$914K +$240K +1,654 +36%
MAC
2637
Mason & Associates (California)
California
$914K -$350K -2,410 -28%
GC
2638
GFG Capital
Florida
$913K -$3.63K -25 -0.4%
LF
2639
Lantz Financial
Illinois
$910K +$5.8K +40 +0.6%
RPWA
2640
Regent Peak Wealth Advisors
Georgia
$910K +$38.4K +265 +4%
BAM
2641
BOS Asset Management
Illinois
$908K +$1.02K +7 +0.1%
ARC
2642
Advisor Resource Council
Texas
$908K +$108K +742 +13%
JF
2643
Joule Financial
Kentucky
$908K +$149K +1,028 +20%
HWA
2644
HHM Wealth Advisors
Tennessee
$908K -$31.8K -219 -3%
GIM
2645
Greylin Investment Management
Virginia
$906K -$72.5K -500 -7%
GIP
2646
Greatmark Investment Partners
Georgia
$906K – – –
CAM
2647
Cubic Asset Management
Massachusetts
$906K -$197K -1,360 -18%
AWM
2648
Aprio Wealth Management
Georgia
$905K +$299K +2,061 +49%
FG
2649
Foster Group
Iowa
$904K -$27.6K -190 -3%
SC
2650
Solstein Capital
California
$904K – – –
104 105
106
107 108