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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 %
SL
2676
Salomon & Ludwin
Virginia
$872K +$18.7K +129 +2%
CF
2677
Concorde Financial
Texas
$870K -$5.83M -40,186 -87%
CA
2678
Centerpoint Advisors
Massachusetts
$870K +$145 +1 +0%
BFA
2679
Buttonwood Financial Advisors
Maryland
$869K +$13.3K +92 +2%
APW
2680
Aurora Private Wealth
New Jersey
$869K -$73.3K -506 -8%
PFA
2681
Pathway Financial Advisors
Vermont
$868K -$3.77K -26 -0.4%
PWAC
2682
Private Wealth Advisors (California)
California
$868K -$16.2K -112 -2%
AWA
2683
Aletheian Wealth Advisors
Washington
$865K -$48.7K -336 -5%
VCM
2684
Viewpoint Capital Management
Washington
$865K – – –
SCM
2685
Sterneck Capital Management
Missouri
$865K -$69.2K -477 -7%
BWM
2686
BNC Wealth Management
Oregon
$865K -$73.2K -505 -8%
QFA
2687
Quantum Financial Advisors
California
$863K +$227K +1,562 +36%
EBSAM
2688
Eubel Brady & Suttman Asset Management
Ohio
$863K -$147K -1,012 -15%
AFT
2689
Alpha Family Trust
California
$863K – – –
CIG
2690
Cascade Investment Group
Colorado
$862K +$16.7K +115 +2%
CG
2691
Clifford Group
Massachusetts
$859K -$148K -1,021 -15%
MTC
2692
McDaniel Terry & Co
Texas
$859K +$6.82K +47 +0.8%
LPAM
2693
Lodestar Private Asset Management
California
$859K -$48.9K -337 -5%
KCM
2694
KLK Capital Management
California
$858K -$25.8K -178 -3%
EA
2695
Ellsworth Advisors
Ohio
$858K +$242K +1,668 +39%
PFA
2696
Pure Financial Advisors
California
$858K +$205K +1,413 +31%
DEM
2697
Disciplined Equity Management
Florida
$858K – – –
DAM
2698
Doheny Asset Management
California
$856K – – –
KC
2699
Kingfisher Capital
North Carolina
$856K +$4.21K +29 +0.5%
IGWM
2700
ICA Group Wealth Management
Colorado
$854K -$23K -159 -3%
106 107
108
109 110