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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 %
CTWM
2951
Cherry Tree Wealth Management
Minnesota
$574K +$48.4K +334 +9%
MRWM
2952
ML&R Wealth Management
Texas
$574K +$69.9K +482 +14%
LL
2953
LWMG LLC
Minnesota
$574K -$1.6K -11 -0.3%
FA
2954
Financial Advisors
Massachusetts
$573K -$15.4K -106 -3%
CWM
2955
Centric Wealth Management
Illinois
$572K +$580 +4 +0.1%
DCM
2956
Dimension Capital Management
Florida
$572K +$49.5K +341 +9%
TSS
2957
Thomas Story & Son
Indiana
$571K +$8.41K +58 +1%
IWA
2958
IVC Wealth Advisors
Pennsylvania
$571K +$725 +5 +0.1%
CTC
2959
Corundum Trust Company
South Dakota
$570K -$1.02K -7 -0.2%
GA
2960
Goldstein Advisors
Wisconsin
$569K -$76K -524 -12%
VBWMG
2961
Von Berge Wealth Management Group
California
$568K +$348K +2,400 +158%
AOI
2962
Auto-Owners Insurance
Michigan
$568K – – –
SWP
2963
Semus Wealth Partners
Florida
$566K -$4.35K -30 -0.8%
PCC
2964
Park Circle Company
Maryland
$566K – – –
CAIMH
2965
Central Asset Investments & Management Holdings
Hong Kong
$566K +$566K +3,900 New
IWP
2966
Invenio Wealth Partners
Florida
$564K +$38K +262 +7%
CCP
2967
Cassia Capital Partners
North Carolina
$564K +$11K +76 +2%
BWM
2968
Baron Wealth Management
Michigan
$561K +$12.5K +86 +2%
HPWM
2969
High Pines Wealth Management
Massachusetts
$559K +$21.8K +150 +4%
CWA
2970
CM Wealth Advisors
Ohio
$559K -$458K -3,086 -45%
SWM
2971
Silverlake Wealth Management
Vermont
$557K +$4.64K +32 +0.8%
PCMC
2972
Paragon Capital Management (Colorado)
Colorado
$555K +$435 +3 +0.1%
WWM
2973
Westwood Wealth Management
California
$553K -$544K -3,750 -50%
LCM
2974
LCM Capital Management
Illinois
$553K +$4.06K +28 +0.7%
CIA
2975
Compass Ion Advisors
Pennsylvania
$552K +$552K +3,807 New
117 118
119
120 121