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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 %
KA
3176
Kure Advisory
Minnesota
$390K +$390K +2,686 New
CIM
3177
Contravisory Investment Management
Massachusetts
$390K +$390K +2,686 New
VC
3178
Veery Capital
Delaware
$389K +$2.18K +15 +0.6%
CWM
3179
CarsonAllaria Wealth Management
Illinois
$388K -$3.77K -26 -1%
MECA
3180
Miller Equity Capital Advisors
Texas
$388K – – –
BW
3181
BIP Wealth
Georgia
$387K +$14.2K +98 +4%
TS
3182
Tamar Securities
California
$387K +$3.63K +25 +0.9%
HHRDM
3183
H&H Retirement Design & Management
Nevada
$386K +$386K +2,609 New
BAM
3184
Bosun Asset Management
Illinois
$386K -$71.4K -492 -16%
ICM
3185
Islay Capital Management
Texas
$386K -$6.53K -45 -2%
BWM
3186
Brown Wealth Management
Illinois
$386K -$121K -835 -24%
CL
3187
COWA LLC
Oklahoma
$386K -$7.25K -50 -2%
HWP
3188
Heritage Wealth Partners
Ohio
$383K +$145 +1 +0%
MPAM
3189
Murphy Pohlad Asset Management
Minnesota
$383K -$116K -800 -23%
HGWM
3190
Horst & Graben Wealth Management
Oregon
$383K +$2.32K +16 +0.6%
AIA
3191
AIMZ Investment Advisors
California
$383K – – –
MAP
3192
Moody Aldrich Partners
Massachusetts
$383K +$383K +2,641 New
OIS
3193
Okabena Investment Services
Minnesota
$382K – – –
MF
3194
Montis Financial
Massachusetts
$381K -$112K -771 -23%
NPPM
3195
North Point Portfolio Managers
Ohio
$381K +$3.34K +23 +0.9%
ESCM
3196
Echo Street Capital Management
New York
$379K +$379K +2,614 New
HCP
3197
Holt Capital Partners
Texas
$379K – – –
WA
3198
Wealth Advisors
California
$379K – – –
MFGM
3199
Marshall Financial Group (Maryland)
Maryland
$378K -$27.7K -191 -7%
SDH
3200
Sloy Dahl & Holst
Washington
$375K – – –
126 127
128
129 130