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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 %
GA
3026
Greytown Advisors
Florida
$509K -$1.5M -10,351 -75%
NG
3027
Northstar Group
New York
$508K – – –
1W
3028
1776 Wealth
Georgia
$507K +$145 +1 +0%
GJIA
3029
Glass Jacobson Investment Advisors
Maryland
$507K +$26.4K +182 +5%
MF
3030
Meridian Financial
Massachusetts
$505K +$4.35K +30 +0.9%
SP
3031
Successful Portfolios
Florida
$504K -$13.2K -91 -3%
FA
3032
Forefront Analytics
Pennsylvania
$504K +$3.19K +22 +0.6%
SOW
3033
State of Wyoming
Wyoming
$502K -$523K -3,604 -51%
HWP
3034
Hibernia Wealth Partners
Louisiana
$501K +$501K +3,457 New
JCM
3035
J2 Capital Management
Michigan
$499K +$8.7K +60 +2%
ADMI
3036
Albert D. Mason Inc
Massachusetts
$498K -$6.96K -48 -1%
NAG
3037
Northstar Advisory Group
New Jersey
$498K +$498K +3,432 New
I2I
3038
Insight 2811 Inc
Illinois
$497K -$10.4K -72 -2%
IFO
3039
Independent Family Office
New York
$496K – – –
GA
3040
GSG Advisors
New Jersey
$496K +$496K +3,422 New
BDA
3041
Borer Denton & Associates
Pennsylvania
$495K +$4.93K +34 +1%
UL
3042
Unionview LLC
Washington
$495K -$1.45K -10 -0.3%
HP
3043
Hilltop Partners
Indiana
$494K +$58.2K +401 +13%
TPW
3044
Tiller Private Wealth
Pennsylvania
$492K – – –
SWM
3045
Selective Wealth Management
Virginia
$492K -$57.6K -402 -10%
FSC
3046
Full Sail Capital
Oklahoma
$491K +$4.93K +34 +1%
GM
3047
GeoWealth Management
Illinois
$491K +$5.65K +39 +1%
PFG
3048
Prosperity Financial Group
California
$491K +$22.2K +153 +5%
PP
3049
Paloma Partners
Connecticut
$488K +$488K +3,368 New
ACM
3050
Advance Capital Management
Michigan
$487K +$10.3K +71 +2%
120 121
122
123 124