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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 %
RA
2701
Rational Advisors
New York
$853K -$237K -1,636 -22%
KFA
2702
Krane Funds Advisors
New York
$853K +$6.09K +42 +0.7%
LCWP
2703
Legacy Capital Wealth Partners
Arkansas
$853K +$853K +5,879 New
FW
2704
FirstPurpose Wealth
Utah
$852K +$16.7K +115 +2%
HFA
2705
Highland Financial Advisors
New Jersey
$850K +$3.62K +25 +0.4%
SCA
2706
St. Clair Advisors
Ohio
$849K – – –
Financial Engines Advisors
2707
Financial Engines Advisors
California
$847K +$430K +2,966 +103%
FC
2708
Financial Council
Maryland
$846K -$31.9K -220 -4%
PAG
2709
Powers Advisory Group
Illinois
$845K -$12K -83 -1%
PAA
2710
Peregrine Asset Advisers
Oregon
$845K +$845K +5,826 New
HFS
2711
Howard Financial Services
Texas
$845K +$120K +829 +17%
LAI
2712
Legal Advantage Investments
California
$844K – – –
OFS
2713
Oldfather Financial Services
Nebraska
$843K -$30.5K -210 -3%
OWA
2714
Opal Wealth Advisors
New York
$839K +$70.9K +489 +9%
CCM
2715
Carlson Capital Management
Minnesota
$836K +$37.8K +261 +5%
SWM
2716
Sendero Wealth Management
Texas
$834K – – –
5SA
2717
5th Street Advisors
Connecticut
$833K -$155K -1,069 -16%
BPFA
2718
Barnes Pettey Financial Advisors
Mississippi
$832K – – –
BCM
2719
Brown Capital Management
Maryland
$832K -$27.4K -189 -3%
PFT
2720
Providence First Trust
Arizona
$832K – – –
SCM
2721
SKBA Capital Management
California
$831K -$29K -200 -3%
STAS
2722
Strong Tower Advisory Services
Minnesota
$830K +$6.82K +47 +0.8%
WB
2723
West Bancorporation
Iowa
$828K +$13.8K +95 +2%
WLPWM
2724
Walled Lake Planning & Wealth Management
Illinois
$827K +$54.7K +377 +7%
FMI
2725
F/M Investments
District of Columbia
$826K +$24.1K +166 +3%
107 108
109
110 111