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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 %
PCIG
2776
Partners Capital Investment Group
Massachusetts
$776K +$239K +1,645 +44%
IHL
2777
Investment House LLC
California
$776K – – –
CF
2778
Copperwynd Financial
Arizona
$764K -$20.6K -142 -3%
CAM
2779
Cidel Asset Management
Ontario, Canada
$760K -$11.6K -80 -2%
LI
2780
LVZ Inc
Michigan
$758K +$4.35K +30 +0.6%
HS
2781
Horan Securities
United States
$758K -$5.51K -38 -0.7%
MWM
2782
McNaughton Wealth Management
California
$757K -$19.1K -132 -2%
AFG
2783
ABLE Financial Group
Arizona
$755K -$29.6K -204 -4%
WA
2784
WealthTrust Axiom
Pennsylvania
$754K -$91.4K -630 -11%
KIG
2785
Kennedy Investment Group
New Jersey
$752K -$580 -4 -0.1%
WF
2786
Wayfinding Financial
Washington
$751K +$2.88K +20 +0.4%
Harris Associates
2787
Harris Associates
Illinois
$750K – – –
CAM
2788
Campion Asset Management
Virginia
$750K – – –
OPW
2789
Oxler Private Wealth
New York
$750K +$3.34K +23 +0.4%
AI
2790
AXS Investments
New York
$750K -$448K -3,086 -37%
PCM
2791
Perritt Capital Management
Illinois
$749K -$4.35K -30 -0.6%
TA
2792
TFB Advisors
Kansas
$749K -$131K -901 -15%
NFP
2793
Narus Financial Partners
Utah
$748K +$5.08K +35 +0.7%
PCMC
2794
Private Capital Management (Colorado)
Colorado
$743K -$10.2K -70 -1%
HAM
2795
Hedges Asset Management
Nevada
$740K +$116K +800 +19%
IIA
2796
Integral Investment Advisors
California
$737K +$11.6K +80 +2%
BRG
2797
Bay Rivers Group
Virginia
$735K +$15.2K +105 +2%
GS
2798
GTS Securities
New York
$733K +$180K +1,243 +33%
HA
2799
Hofer & Associates
California
$731K +$9.14K +63 +1%
TCM
2800
Tributary Capital Management
Nebraska
$730K -$8.27K -57 -1%
110 111
112
113 114