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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 %
FWM
3126
FSA Wealth Management
Massachusetts
$433K +$15.7K +108 +4%
CC
3127
Codex Capital
New York
$432K -$72K -500 -14%
WFA
3128
Wellspring Financial Advisors
Ohio
$431K +$195K +1,346 +83%
IPW
3129
Intergy Private Wealth
Colorado
$431K +$17.5K +121 +4%
AWP
3130
Abacus Wealth Partners
California
$428K +$164K +1,128 +62%
KA
3131
Keene & Associates
Texas
$428K +$24.4K +168 +6%
CRIG
3132
Charter Research & Investment Group
Connecticut
$427K -$3.05K -21 -0.7%
AC
3133
Avenir Corporation
Virginia
$424K – – –
MCM
3134
Magnolia Capital Management
New York
$424K – – –
BDFN
3135
Bond & Devick Financial Network
Minnesota
$424K – – –
SAM
3136
Sequent Asset Management
Texas
$423K +$145 +1 +0%
HI
3137
Harrington Investments
California
$423K – – –
JGIA
3138
Jackson Grant Investment Advisers
Connecticut
$422K +$1.74K +12 +0.4%
CCM
3139
Chiron Capital Management
Florida
$422K -$464K -3,201 -52%
IGGA
3140
Iron Gate Global Advisors
Utah
$420K -$55.5K -376 -12%
SG
3141
Strid Group
Pennsylvania
$420K +$14.1K +97 +3%
SIAG
3142
Safeguard Investment Advisory Group
California
$420K -$17K -117 -4%
IF
3143
Integrity Financial
Wyoming
$419K +$38.1K +263 +10%
MPCL
3144
My Personal CFO LLC
Washington
$418K +$290 +2 +0.1%
SCM
3145
Shapiro Capital Management
Georgia
$418K -$145K -1,000 -26%
W
3146
WealthOne
New York
$417K -$9.72K -67 -2%
ICP
3147
Interchange Capital Partners
Pennsylvania
$416K +$144K +991 +53%
TC
3148
Trilogy Capital
California
$415K -$124K -853 -23%
HKAM
3149
Horizon Kinetics Asset Management
New York
$412K -$25.4K -175 -6%
CHA
3150
Cooper/Haims Advisors
New York
$411K +$11K +76 +3%
124 125
126
127 128