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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 %
PPW
3051
Pasadena Private Wealth
California
$486K -$21K -145 -4%
KIC
3052
Keating Investment Counselors
Florida
$486K -$17.1K -118 -3%
LFG
3053
Lockerman Financial Group
California
$486K +$3.19K +22 +0.7%
TFGT
3054
TS Financial Group (TSFG)
Illinois
$485K +$145K +1,001 +43%
PP
3055
Patron Partners
Texas
$483K +$26K +179 +6%
HAS
3056
Holland Advisory Services
Florida
$482K – – –
SWM
3057
Shelton Wealth Management
Texas
$481K -$10.6K -73 -2%
WPW
3058
Watershed Private Wealth
Illinois
$481K – – –
PGWM
3059
Pitti Group Wealth Management
New York
$480K +$3.34K +23 +0.7%
MIA
3060
Milestone Investment Advisors
Wisconsin
$480K +$480K +3,308 New
FGA
3061
Fortis Group Advisors
New Jersey
$480K +$39.6K +301 +9%
PCM
3062
Piedmont Capital Management
Montana
$479K -$31.9K -220 -6%
CSWM
3063
Cassady Schiller Wealth Management
Ohio
$479K +$8.99K +62 +2%
IFA
3064
Index Fund Advisors
California
$479K +$109K +751 +29%
WMC
3065
Westwood Management Corporation
Illinois
$479K – – –
LOIP
3066
Live Oak Investment Partners
Texas
$479K -$531K – –
OWM
3067
OneAscent Wealth Management
Alabama
$478K -$53.9K -372 -10%
CCP
3068
Carmel Capital Partners
California
$477K +$124K +858 +35%
WSWA
3069
Warren Street Wealth Advisors
California
$477K +$17K +117 +4%
CWM
3070
Cahaba Wealth Management
Georgia
$477K -$49.4K -341 -9%
FFM
3071
Flagstone Financial Management
Nebraska
$475K -$244K -1,680 -34%
KOC
3072
Koss-Olinger Consulting
Florida
$475K – – –
ML
3073
McAdam LLC
Pennsylvania
$475K +$56.1K +387 +13%
AWAU
3074
Alliance Wealth Advisors (Utah)
Utah
$475K -$44.4K -306 -9%
PCFFS
3075
Pacific Center for Financial Services
California
$475K -$97.9K -675 -17%
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