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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 %
FCIM
2801
Fairview Capital Investment Management
California
$729K -$2.18K -15 -0.3%
SEIA
2802
Signature Estate & Investment Advisors
California
$727K -$14.9K -103 -2%
JC
2803
JBF Capital
Colorado
$725K – – –
CMANY
2804
Capital Management Associates (New York)
New York
$724K -$20.2K -139 -3%
RWM
2805
Reston Wealth Management
Virginia
$723K +$11.9K +82 +2%
AWAP
2806
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$723K -$27K -186 -4%
SNBOSD
2807
Security National Bank of So Dak
Iowa
$720K -$29K -200 -4%
WC
2808
Westhampton Capital
North Carolina
$719K +$719K +4,960 New
THWM
2809
Taylor Hoffman Wealth Management
Virginia
$718K – – –
CWA
2810
CJM Wealth Advisers
Virginia
$718K +$290 +2 +0%
BIMC
2811
Benson Investment Management Company
Virginia
$718K – – –
SAA
2812
Southeast Asset Advisors
Georgia
$718K +$50K +345 +7%
LC
2813
Landaas & Company
Wisconsin
$716K +$722 +5 +0.1%
MHR
2814
Matthew Hamilton Rosenberg
$711K -$17.7K -122 -2%
EWA
2815
Evolution Wealth Advisors
Florida
$711K -$21.8K -150 -3%
ACM
2816
AUA Capital Management
Pennsylvania
$710K +$84.3K +581 +13%
LF
2817
Lee Financial
Texas
$707K +$7.54K +52 +1%
TA
2818
Tectonic Advisors
Texas
$707K -$12.3K -85 -2%
SOS
2819
Silver Oak Securities
Tennessee
$706K -$121K -835 -15%
TCM
2820
Teza Capital Management
Illinois
$705K +$242K +1,668 +52%
KIA
2821
KLR Investment Advisors
Rhode Island
$704K +$4.17K +32 +0.6%
OFW
2822
Omnia Family Wealth
Florida
$703K -$31.3K -216 -4%
BOM
2823
Bank of Marin
California
$702K -$17.1K -118 -2%
IA
2824
Insight Advisors
Pennsylvania
$702K -$290 -2 -0%
APW
2825
Axim Planning & Wealth
Ohio
$697K +$12.9K +89 +2%
111 112
113
114 115