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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 %
CSWG
2851
Cardinal Strategic Wealth Guidance
Kentucky
$674K – – –
PHIC
2852
Pine Haven Investment Counsel
Massachusetts
$672K -$54.4K -375 -7%
LRIA
2853
Leonard Rickey Investment Advisors
Washington
$671K +$15.2K +105 +2%
PWS
2854
Private Wealth Strategies
Ohio
$671K -$10.9K -75 -2%
HC
2855
Hamilton Capital
Ohio
$670K -$33.9K -234 -5%
EWP
2856
Engrave Wealth Partners
Texas
$669K +$64K +441 +11%
SEP
2857
Southland Equity Partners
Missouri
$668K +$24.7K +170 +4%
AIP
2858
Almanack Investment Partners
Pennsylvania
$666K -$257K -1,775 -28%
MC
2859
Matisse Capital
Oregon
$664K – – –
AGA
2860
Arkos Global Advisors
Texas
$663K +$219K +1,507 +49%
DE
2861
Day & Ennis
Georgia
$663K – – –
SWA
2862
Sax Wealth Advisors
New Jersey
$662K +$43.2K +298 +7%
DAM
2863
Derbend Asset Management
Georgia
$662K -$18.6K -128 -3%
ACP
2864
Aveo Capital Partners
Colorado
$661K +$12.3K +85 +2%
EIA
2865
Eldridge Investment Advisors
New Hampshire
$661K – – –
Jacobs Levy Equity Management
2866
Jacobs Levy Equity Management
New Jersey
$661K +$110K +760 +20%
LGG
2867
Luts & Greenleigh Group
Maryland
$660K -$7.11K -49 -1%
WDA
2868
Wendell David Associates
New Hampshire
$659K -$37.4K -258 -5%
MIM
2869
Merrion Investment Management
New Jersey
$659K – – –
EFM
2870
E Fund Management
China
$658K -$50K -345 -7%
FC
2871
FCA Corp
Texas
$657K -$15.4K -106 -2%
OLVIG
2872
Oliver Lagore Vanvalin Investment Group
Michigan
$655K +$870 +6 +0.1%
ACA
2873
Affinity Capital Advisors
California
$653K +$44.7K +308 +7%
OPWM
2874
Oakwell Private Wealth Management
Texas
$652K +$652K +4,493 New
KL
2875
KilterHowling LLC
Colorado
$651K +$1.74K +12 +0.3%
113 114
115
116 117