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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 %
CWG
2926
Crown Wealth Group
North Carolina
$604K -$52.2K -360 -8%
CFG
2927
Carr Financial Group
Massachusetts
$604K +$29.5K +206 +5%
SC
2928
Schoolcraft Capital
Colorado
$602K – – –
MWM
2929
Maltin Wealth Management
New Jersey
$598K +$3.19K +22 +0.5%
TFCP
2930
Twin Focus Capital Partners
Massachusetts
$598K -$541K -3,728 -47%
CCA
2931
Cottonwood Capital Advisors
Utah
$596K +$5.66K +39 +1%
AFG
2932
Arkansas Financial Group
Arkansas
$593K -$16.8K -116 -3%
SPP
2933
Single Point Partners
Massachusetts
$590K -$536K -3,692 -48%
WA
2934
Wealthstream Advisors
New York
$589K +$35.7K +246 +6%
FCA
2935
Fortis Capital Advisors
Kansas
$588K -$16.8K -116 -3%
AA
2936
AJ Advisors
Tennessee
$588K +$366K +2,523 +164%
WAM
2937
Wallington Asset Management
Indiana
$588K -$26.1K -180 -4%
PFC
2938
Phocas Financial Corp
California
$586K -$47.9K -330 -8%
CWM
2939
Cranbrook Wealth Management
Michigan
$582K – – –
GSIAS
2940
Garden State Investment Advisory Services
New Jersey
$582K +$15.2K +105 +3%
TCM
2941
Triumph Capital Management
Colorado
$581K -$106K -728 -15%
MAG
2942
MRA Advisory Group
New Jersey
$581K -$297K -2,046 -34%
KWM
2943
Kaydan Wealth Management
Michigan
$581K – – –
OAM
2944
Oberweis Asset Management
Illinois
$581K -$13.2K -91 -2%
SLG
2945
Stanley-Laman Group
Pennsylvania
$580K – – –
KAM
2946
Karani Asset Management
New York
$580K +$580K +4,000 New
SPWG
2947
Sage Private Wealth Group
Illinois
$579K +$5.51K +38 +1%
HIG
2948
Heritage Investment Group
Florida
$579K +$7.11K +49 +1%
PCA
2949
Prosperity Capital Advisors
Ohio
$578K +$124K +855 +27%
MJRIC
2950
Mogy Joel R Investment Counsel
California
$575K – – –
116 117
118
119 120