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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 %
CI
2976
Cavalier Investments
Georgia
$552K +$20.3K +140 +4%
PGA
2977
Portland Global Advisors
Maine
$551K +$3.91K +27 +0.7%
THL
2978
Tillman Hartley LLC
Colorado
$548K – – –
BA
2979
Bridge Advisory
California
$548K +$53.2K +367 +11%
SPI
2980
Santori & Peters Inc
Pennsylvania
$547K +$1.6K +11 +0.3%
LFA
2981
LGT Financial Advisors
Texas
$546K -$1.04M -7,177 -66%
JCM
2982
Jacobsen Capital Management
Utah
$545K +$40.3K +278 +8%
SAM
2983
S.A. Mason
Michigan
$545K – – –
GFWA
2984
Grey Fox Wealth Advisors
Delaware
$544K +$7.98K +55 +1%
RWM
2985
RBA Wealth Management
California
$543K -$1.89K -13 -0.3%
NED
2986
Nancy E. Dempze
$543K -$5.08K -35 -0.9%
AMCA
2987
Arthur M. Cohen & Associates
Illinois
$542K +$23.2K +160 +4%
SF
2988
Symphony Financial
Texas
$542K +$88.9K +619 +20%
RA
2989
Ruggaard & Associates
Ohio
$541K +$5.66K +39 +1%
IAG
2990
Investment Advisory Group
Massachusetts
$539K +$12K +83 +2%
NA
2991
Nottingham Advisors
New York
$537K – – –
DPI
2992
Diversified Portfolios Inc
Michigan
$536K -$20.6K -142 -4%
KFG
2993
Kingdom Financial Group
Arizona
$535K +$39.6K +273 +8%
TIM
2994
Total Investment Management
Arizona
$534K +$8.99K +62 +2%
DWA
2995
Dougherty Wealth Advisers
Minnesota
$533K – – –
IWA
2996
Inspirion Wealth Advisors
Illinois
$532K +$2.18K +15 +0.4%
KBFS
2997
Kohmann Bosshard Financial Services
Ohio
$532K -$3.77K -26 -0.7%
GCM
2998
Goldstream Capital Management
Hong Kong
$530K – – –
HG
2999
Harbor Group
New Hampshire
$530K +$145 +1 +0%
QPW
3000
Quantum Private Wealth
Florida
$530K -$435 -3 -0.1%
118 119
120
121 122