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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 %
RIS
2876
Retirement Income Solutions
Michigan
$651K – – –
MM
2877
Meridian Management
Arkansas
$650K +$44.8K +309 +7%
PCI
2878
Planning Center Inc
Illinois
$650K -$14.5K -100 -2%
CWP
2879
Curated Wealth Partners
California
$649K -$3.34K -23 -0.5%
SFG
2880
Sunburst Financial Group
Alabama
$648K +$22.3K +154 +4%
MAWA
2881
Moss Adams Wealth Advisors
Washington
$646K -$5.08K -35 -0.8%
TWM
2882
Tanager Wealth Management
United Kingdom
$644K +$11.9K +82 +2%
CAWM
2883
Capital Advisors Wealth Management
Washington
$643K +$37.3K +257 +6%
TC
2884
TwinBeech Capital
New York
$642K -$6.25M -43,132 -91%
DI
2885
Disciplined Investments
Oklahoma
$635K -$4.06K -28 -0.6%
CFLC
2886
California First Leasing Corp
California
$635K – – –
ECM
2887
Elgethun Capital Management
South Dakota
$634K +$145 +1 +0%
TFF
2888
The Family Firm
Maryland
$633K +$2.47K +17 +0.4%
TSWM
2889
Tyler-Stone Wealth Management
Ohio
$632K -$20.9K -144 -3%
KWS
2890
Keystone Wealth Services
California
$632K +$33.1K +228 +6%
GHA
2891
Granite Harbor Advisors
Texas
$631K +$14.5K +100 +2%
VWM
2892
Vigilare Wealth Management
Arizona
$631K -$71.1K -490 -10%
PA
2893
PFW Advisors
Georgia
$629K – – –
JCM
2894
Jag Capital Management
Missouri
$627K – – –
WIA
2895
World Investment Advisors
California
$627K +$30.9K +213 +5%
NRI
2896
NFP Retirement Inc
California
$626K -$27K -186 -4%
MTIM
2897
Marathon Trading Investment Management
Pennsylvania
$626K +$626K +4,314 New
SFM
2898
Spartan Fund Management
Canada
$625K -$136K -936 -18%
AT
2899
Avalon Trust
New Mexico
$625K -$43.5K -300 -7%
HWA
2900
Hillcrest Wealth Advisors
New Jersey
$625K – – –
114 115
116
117 118