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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 %
CWP
2726
Core Wealth Partners
California
$825K -$209K -1,444 -20%
DIM
2727
Delta Investment Management
California
$824K +$32.8K +226 +4%
EW
2728
Element Wealth
Mississippi
$823K +$435 +3 +0.1%
AWM
2729
Avaii Wealth Management
Wisconsin
$823K -$22K -152 -3%
OLA
2730
Oliver Luxxe Assets
New Jersey
$822K -$16.1K -111 -2%
WH
2731
Whitcomb & Hess
Ohio
$820K -$6.38K -44 -0.8%
GPWA
2732
Great Point Wealth Advisors
Massachusetts
$818K -$2.61K -18 -0.3%
PWM
2733
PBMares Wealth Management
Virginia
$816K -$4.79K -33 -0.6%
CA
2734
Crumly & Associates
Illinois
$816K +$30.6K +211 +4%
CGFA
2735
Colton Groome Financial Advisors
North Carolina
$816K -$182K -1,257 -18%
WRPWM
2736
Werba Rubin Papier Wealth Management
California
$815K +$870 +6 +0.1%
VP
2737
Verum Partners
North Carolina
$815K +$229K +1,577 +39%
CWC
2738
Carolinas Wealth Consulting
North Carolina
$814K -$271K -1,951 -25%
FCM
2739
Firestone Capital Management
Florida
$813K – – –
MFWP
2740
Mosaic Family Wealth Partners
Missouri
$811K +$3.05K +21 +0.4%
CPA
2741
Cardiff Park Advisors
California
$810K -$83K -572 -9%
MFG
2742
Menard Financial Group
Texas
$809K +$45.1K +311 +6%
MWP
2743
Moller Wealth Partners
$809K – – –
OWA
2744
One Wealth Advisors
California
$809K -$12.6K -87 -2%
HFA
2745
High Falls Advisors
New York
$806K +$14.9K +103 +2%
TFA
2746
Tranquilli Financial Advisor
New Jersey
$805K +$70.9K +489 +10%
AFO
2747
Allie Family Office
Florida
$804K – – –
FB
2748
First Bancorp
Maine
$803K -$15.1K -104 -2%
WIM
2749
Westside Investment Management
California
$802K +$43.5K +300 +6%
ES
2750
Eagle Strategies
New York
$801K +$3.63K +25 +0.5%
108 109
110
111 112