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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 %
BDF
2751
Black Diamond Financial
Maryland
$800K +$31.5K +217 +4%
GSAM
2752
Grant Street Asset Management
Pennsylvania
$800K -$25.5K -176 -3%
EFH
2753
Eaton Financial Holdings
Florida
$798K +$38K +262 +5%
BAM
2754
Bellevue Asset Management
Washington
$798K -$1.02K -7 -0.1%
CCM
2755
Crew Capital Management
Ohio
$798K -$9.57K -66 -1%
DA
2756
Drake & Associates
Wisconsin
$798K +$42.1K +290 +6%
WIC
2757
Wilkins Investment Counsel
Massachusetts
$797K +$21.7K +150 +3%
DWM
2758
Dechtman Wealth Management
Colorado
$796K +$5.07K +35 +0.6%
HWMG
2759
Hurlow Wealth Management Group
Indiana
$794K -$61.6K -425 -7%
FA
2760
Fiducient Advisors
Illinois
$794K +$794K +5,473 New
CWA
2761
Clearview Wealth Advisors
Oregon
$791K -$30.6K -211 -4%
CCB
2762
Cutter & Co Brokerage
Missouri
$791K +$278K +1,919 +54%
RPGK
2763
Retirement Planning Group (Kansas)
Kansas
$791K +$17K +117 +2%
AGC
2764
Aspen Grove Capital
Colorado
$791K -$1.1M -7,566 -58%
HFM
2765
Harvest Fund Management
China
$790K +$371K +2,559 +89%
SFP
2766
Sandbox Financial Partners
Maryland
$789K -$22.3K -154 -3%
ACM
2767
Arcataur Capital Management
Wisconsin
$788K -$725 -5 -0.1%
CSI
2768
Cross Staff Investments
New York
$788K -$64.1K -442 -8%
CA
2769
Cambridge Advisors
Nebraska
$788K – – –
BWA
2770
Burt Wealth Advisors
Maryland
$787K – – –
SVCP
2771
Silicon Valley Capital Partners
California
$784K +$1.89K +13 +0.2%
GDP
2772
Great Diamond Partners
Maine
$782K +$68K +469 +10%
LJHT
2773
Laurie J. Hall Trustee
$779K -$61.5K -425 -7%
UWPG
2774
Ullmann Wealth Partners Group
Florida
$778K +$99.8K +688 +15%
RGC
2775
Roberts, Glore & Co
Illinois
$777K -$31.9K -220 -4%
109 110
111
112 113