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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 %
GC
3101
Guidance Capital
Kentucky
$451K +$7.99K +56 +2%
LWMG
3102
Levy Wealth Management Group
Pennsylvania
$451K +$2.47K +17 +0.5%
GWM
3103
Gitterman Wealth Management
New Jersey
$451K -$5.66K -39 -1%
EA
3104
Emerald Advisors
Washington
$451K +$725 +5 +0.2%
PWM
3105
Prosperity Wealth Management
California
$448K +$1.89K +13 +0.4%
Cohen & Steers
3106
Cohen & Steers
New York
$446K – – –
WFA
3107
WestHill Financial Advisors
California
$445K +$445K +3,070 New
MSWMA
3108
Market Street Wealth Management Advisors
Indiana
$445K -$294K -2,027 -40%
RC
3109
Rovin Capital
Arizona
$445K – – –
CAM
3110
Crestone Asset Management
Colorado
$444K +$444K +3,065 New
CCMW
3111
Cypress Capital Management (Wyoming)
Wyoming
$442K -$3.63K -25 -0.8%
IP
3112
Isthmus Partners
Wisconsin
$442K +$40.3K +278 +10%
TFP
3113
Triune Financial Partners
Kansas
$441K +$2.76K +19 +0.6%
VCP
3114
Vista Capital Partners
Oregon
$440K -$14.5K -100 -3%
SAG
3115
Spotlight Asset Group
Illinois
$440K +$42.8K +295 +11%
MWPCG
3116
Measured Wealth Private Client Group
New Hampshire
$439K – – –
HWM
3117
Howard Wealth Management
Connecticut
$438K -$5.8K -40 -1%
FA
3118
Fountainhead AM
New Jersey
$438K +$6.24K +43 +1%
C
3119
CEDRUS
Colorado
$437K -$45.5K -314 -9%
B
3120
Bridgeworth
Alabama
$437K -$4.35K -30 -1%
SAM
3121
Sycomore Asset Management
France
$437K +$80.6K +553 +23%
MAG
3122
Mayfair Advisory Group
Alabama
$436K -$17.5K -120 -4%
PCM
3123
PAR Capital Management
Massachusetts
$435K +$435K +3,000 New
GAM
3124
Gemmer Asset Management
California
$434K -$28.7K -198 -6%
ACA
3125
Ackerman Capital Advisors
Texas
$433K – – –
123 124
125
126 127