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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 %
AP
3151
Arlington Partners
Alabama
$410K -$958K -6,607 -70%
AT
3152
Arlington Trust
Alabama
$410K +$410K +2,828 New
CMTU
3153
Capital Markets Trading (UK)
United Kingdom
$404K -$5.07M -34,974 -93%
AW
3154
Avion Wealth
Texas
$404K -$32.9K -227 -8%
MMHP
3155
Murphy Middleton Hinkle & Parker
Georgia
$403K – – –
WMS
3156
Wealth Management Solutions
Pennsylvania
$403K +$1.16K +8 +0.3%
EI
3157
Ellevest Inc
New York
$401K +$38.7K +267 +11%
WF
3158
Whelan Financial
California
$401K +$38.4K +265 +11%
AWM
3159
Altus Wealth Management
Kentucky
$400K +$7.54K +52 +2%
CFO
3160
Callan Family Office
Pennsylvania
$400K -$395K -2,725 -50%
PI
3161
Parkside Investments
Illinois
$399K +$1.45K +10 +0.4%
PCM
3162
Pennsylvania Capital Management
Pennsylvania
$398K +$6.53K +45 +2%
FFL
3163
Financial Freedom LLC
Ohio
$397K +$1.31K +9 +0.3%
RC
3164
Reik & Co
New York
$396K – – –
HNWA
3165
Henrickson Nauta Wealth Advisors
Michigan
$396K +$18.9K +130 +5%
SL
3166
Summitry LLC
California
$395K – – –
DCM
3167
Deuterium Capital Management
Florida
$393K -$411K -2,859 -51%
WFAG
3168
Wescott Financial Advisory Group
Pennsylvania
$393K -$5.22K -36 -1%
SAF
3169
Smith Anglin Financial
Texas
$392K +$74.1K +511 +23%
BBPWM
3170
Blue Bell Private Wealth Management
Pennsylvania
$392K +$15.4K +106 +4%
ACM
3171
Aljian Capital Management
Nevada
$392K – – –
FWP
3172
Firethorn Wealth Partners
Georgia
$391K -$870 -6 -0.2%
WAOI
3173
Wealth Advisors of Iowa
Iowa
$390K -$2.76K -19 -0.7%
GGI
3174
Godsey & Gibb Inc
Virginia
$390K -$34.2K -236 -8%
W
3175
WorthPointe
California
$390K +$96.7K +667 +33%
125 126
127
128 129