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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 %
FNC
2901
First National Corp
Massachusetts
$625K -$6.38K -44 -1%
SDAM
2902
Shulman DeMeo Asset Management
New York
$624K -$4.64K -32 -0.7%
APA
2903
Astoria Portfolio Advisors
New York
$622K +$6.62K +47 +1%
ONST
2904
Old North State Trust
North Carolina
$621K -$3.34K -23 -0.5%
JCIA
2905
Jackson Creek Investment Advisors
Colorado
$621K +$178K +1,226 +40%
SIM
2906
SSI Investment Management
California
$621K -$7.98K -55 -1%
SFG
2907
Sovereign Financial Group
Connecticut
$618K -$81.9K -565 -12%
LWM
2908
Liberty Wealth Management
California
$618K -$39.9K -275 -6%
CGH
2909
CMG Global Holdings
Texas
$618K – – –
NVIM
2910
New Vernon Investment Management
Illinois
$617K – – –
ABLA
2911
Alan B. Lancz & Associates
Ohio
$614K – – –
BAG
2912
Bridgewealth Advisory Group
California
$614K +$435 +3 +0.1%
IAG
2913
Investmark Advisory Group
Connecticut
$614K +$30.5K +210 +5%
WA1
2914
Wimmer Associates 1
California
$612K +$7.98K +55 +1%
RHDIC
2915
R.H. Dinel Investment Counsel
California
$612K – – –
ZIMP
2916
Zimmermann Investment Management & Planning
Pennsylvania
$611K +$3.48K +24 +0.6%
DOA
2917
D'Orazio & Associates
Virginia
$611K +$26K +179 +4%
HI
2918
Humankind Investments
New York
$611K -$49.6K -342 -8%
SXL
2919
Summit X LLC
Missouri
$611K -$1.63M -11,267 -73%
NFG
2920
Nadler Financial Group
Illinois
$610K -$26.5K -183 -4%
VIM
2921
VELA Investment Management
Ohio
$608K – – –
MFG
2922
Mainsail Financial Group
Washington
$608K +$608K +4,227 New
SGWM
2923
Sterling Group Wealth Management
California
$607K +$145 +1 +0%
SRSA
2924
S.R. Schill & Associates
Washington
$606K -$61.8K -426 -9%
Fiera Capital (Canada)
2925
Fiera Capital (Canada)
Quebec, Canada
$605K -$696K -4,800 -53%
115 116
117
118 119