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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 %
SWM
2651
Shakespeare Wealth Management
Wisconsin
$901K – – –
PIAS
2652
PCA Investment Advisory Services
Ohio
$900K +$725 +5 +0.1%
ME
2653
McIlrath & Eck
Washington
$899K -$1.45K -10 -0.2%
PA
2654
PSI Advisors
Florida
$897K -$361K -2,489 -29%
BFG
2655
Berger Financial Group
Minnesota
$896K +$5.95K +41 +0.7%
SAM
2656
Summit Asset Management
Tennessee
$893K +$43.5K +300 +5%
BCM
2657
Barden Capital Management
Texas
$889K +$16.8K +116 +2%
WDG
2658
Wealth Dimensions Group
Ohio
$889K -$35K -241 -4%
AIA
2659
Angeles Investment Advisors
California
$888K -$387K -2,671 -30%
GF
2660
Gries Financial
Ohio
$887K -$1.57M -10,819 -64%
IIM
2661
InTrack Investment Management
Vermont
$887K -$76.6K -528 -8%
PL
2662
Plancorp LLC
Missouri
$885K -$67.9K -468 -7%
HAS
2663
HBW Advisory Services
California
$885K +$64.4K +444 +8%
GCS
2664
Gordian Capital (Singapore)
Singapore
$883K +$122K +844 +16%
SFM
2665
Systematic Financial Management
New Jersey
$881K – – –
FHC
2666
First Heartland Consultants
Missouri
$880K +$35.7K +246 +4%
SMWM
2667
Silvia McColl Wealth Management
California
$879K -$80.9K -558 -8%
HCP
2668
Hexagon Capital Partners
Arkansas
$878K -$332K -2,289 -27%
CCA
2669
Cravens & Co Advisors
Tennessee
$878K +$22.8K +157 +3%
TA
2670
TrueWealth Advisors
Alabama
$878K +$279K +1,923 +47%
VCM
2671
Vivaldi Capital Management
Illinois
$877K -$40.5K -279 -4%
BAM
2672
Beaumont Asset Management
Texas
$874K -$4.06K -28 -0.5%
CF
2673
Clarity Financial
Texas
$874K +$335K +2,313 +62%
DIP
2674
Davis Investment Partners
North Carolina
$873K – – –
RMCM
2675
Reynders McVeigh Capital Management
Massachusetts
$872K -$88.2K -608 -9%
105 106
107
108 109