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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 %
HWM
3001
Hassell Wealth Management
Louisiana
$528K – – –
CFA
3002
Cahill Financial Advisors
Minnesota
$528K -$303K -2,091 -36%
BWA
3003
BlueSky Wealth Advisors
North Carolina
$528K -$5.37K -37 -1%
SA
3004
Shilanski & Associates
Alaska
$527K -$7.98K -55 -1%
SCP
3005
Syntal Capital Partners
Texas
$526K -$680K -4,691 -56%
MWP
3006
Meridian Wealth Partners
Pennsylvania
$525K +$3.48K +24 +0.7%
PSCM
3007
Per Stirling Capital Management
Texas
$525K +$1.16K +8 +0.2%
HIA
3008
HTG Investment Advisors
Connecticut
$524K +$7.4K +51 +1%
HC
3009
Hourglass Capital
Texas
$524K -$14.5K -100 -3%
AAG
3010
Armstrong Advisory Group
Massachusetts
$523K +$1.89K +13 +0.4%
LFA
3011
Laraway Financial Advisors
Minnesota
$518K – – –
WAM
3012
WNY Asset Management
New York
$518K +$55K +379 +12%
HA
3013
HC Advisors
Georgia
$518K +$3.63K +25 +0.7%
BRA
3014
Bender Robert & Associates
California
$517K – – –
KC
3015
Kenfarb & Co
Kentucky
$517K – – –
PG
3016
Prostatis Group
Maryland
$517K -$129M -837,423 -100%
CIA
3017
Cape Investment Advisory
Georgia
$515K +$80.1K +552 +18%
RW
3018
Rede Wealth
Virginia
$515K -$20.2K -139 -4%
CIA
3019
Cascade Investment Advisors
Oregon
$513K – – –
VCWA
3020
Vanguard Capital Wealth Advisors
Colorado
$513K +$131K +900 +34%
SFWC
3021
Strategic Family Wealth Counselors
New Jersey
$513K -$2.18K -15 -0.4%
Fuller & Thaler Asset Management
3022
Fuller & Thaler Asset Management
California
$513K – – –
FCM
3023
Fourpath Capital Management
Oklahoma
$512K -$1.6K -11 -0.3%
KAM
3024
KEB Asset Management
Illinois
$512K +$13.3K +92 +3%
CFO
3025
Collective Family Office
Pennsylvania
$509K -$6.38K -44 -1%
119 120
121
122 123