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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 %
OA
3076
Operose Advisors
Wisconsin
$474K +$293K +2,021 +162%
HPM
3077
Hoxton Planning & Management
West Virginia
$474K -$25.2K -174 -5%
FAG
3078
Financial Advisory Group
Texas
$472K -$52.1K -359 -10%
FCT
3079
First Community Trust
Iowa
$471K -$22.5K -155 -5%
HCA
3080
Heck Capital Advisors
Wisconsin
$471K +$21.2K +146 +5%
DCBT
3081
Dakota Community Bank & Trust
North Dakota
$469K +$13.1K +90 +3%
DAM
3082
Deltec Asset Management
New York
$468K – – –
AWS
3083
Arkfeld Wealth Strategies
Nebraska
$467K +$24K +165 +5%
MWM
3084
Merriman Wealth Management
Washington
$467K -$18.4K -127 -4%
TF
3085
Trek Financial
Arizona
$466K -$31K -214 -6%
WFM
3086
Wolff Financial Management
Michigan
$465K -$1.01K -7 -0.2%
JLBC
3087
J.L. Bainbridge & Co
Florida
$464K +$5.22K +36 +1%
PCH
3088
PGIM Custom Harvest
New Jersey
$463K +$53.2K +367 +13%
NIC
3089
Northwest Investment Counselors
Oregon
$462K +$16.2K +112 +4%
TIA
3090
Tandem Investment Advisors
South Carolina
$462K -$66.7K -460 -13%
SPWG
3091
Syntegra Private Wealth Group
Missouri
$461K – – –
LFS
3092
Legacy Financial Strategies
Kansas
$458K – – –
RCG
3093
Rock Creek Group
District of Columbia
$457K -$214K -1,476 -32%
CAM
3094
Concorde Asset Management
Michigan
$455K -$160K -1,106 -26%
WCG
3095
Weaver Consulting Group
California
$454K -$17K -117 -4%
POIA
3096
Pin Oak Investment Advisors
Texas
$454K +$9.13K +63 +2%
CW
3097
Cook Wealth
North Carolina
$454K +$56.3K +400 +14%
TA
3098
Trellis Advisors
Washington
$453K +$1.16K +8 +0.3%
TCOO
3099
Trust Company of Oklahoma
Oklahoma
$453K -$306K -2,110 -40%
LA
3100
Lane & Associates
New Jersey
$452K +$10.7K +74 +2%
122 123
124
125 126