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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 %
HWM
2826
Horizon Wealth Management
Illinois
$695K +$4.5K +31 +0.7%
MWM
2827
MinichMacGregor Wealth Management
New York
$690K +$2.76K +19 +0.4%
SA
2828
SRN Advisors
Pennsylvania
$690K -$456K -3,144 -40%
CWM
2829
Centurion Wealth Management
Virginia
$689K +$4.21K +29 +0.6%
LA
2830
Latitude Advisors
Florida
$688K -$435 -3 -0.1%
OKSA
2831
O'Keefe Stevens Advisory
New York
$686K +$34.5K +238 +5%
WCM
2832
Wedge Capital Management
North Carolina
$686K – – –
GG
2833
GenWealth Group
New Jersey
$686K – – –
FFWM
2834
Future Financial Wealth Management
Ohio
$686K +$90.9K +627 +15%
RWI
2835
Red Wave Investments
Pennsylvania
$684K – – –
KCM
2836
Kathmere Capital Management
Pennsylvania
$682K +$161K +1,110 +31%
WAM
2837
Weinberger Asset Management
California
$682K -$145 -1 -0%
PAG
2838
Paladin Advisory Group
Iowa
$681K -$12.6K -87 -2%
SFP
2839
Sweet Financial Partners
Minnesota
$681K -$17.1K -118 -2%
BIA
2840
Benchmark Investment Advisors
Illinois
$680K +$13.5K +93 +2%
RCM
2841
Requisite Capital Management
Texas
$680K – – –
SPI
2842
Sutton Place Investors
New York
$680K +$6.09K +42 +0.9%
HIS
2843
Harvest Investment Services
Illinois
$679K +$445K +3,066 +189%
EWA
2844
ERTS Wealth Advisors
Michigan
$678K -$435 -3 -0.1%
DAM
2845
Diamant Asset Management
Connecticut
$677K – – –
GWSG
2846
GPS Wealth Strategies Group
Colorado
$677K -$32.2K -222 -5%
AGWCA
2847
Annis Gardner Whiting Capital Advisors
Florida
$677K +$677K +4,667 New
FPGK
2848
Financial Partners Group (Kansas)
Kansas
$676K +$18.3K +127 +3%
SC
2849
Sierra Capital
Florida
$675K -$365K -2,519 -35%
GC
2850
Garde Capital
Washington
$675K -$362K -2,496 -35%
112 113
114
115 116