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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 %
GKIM
3201
GW&K Investment Management
Massachusetts
$374K +$146K +1,010 +64%
ML
3202
Mayport LLC
Massachusetts
$374K – – –
DSAM
3203
Dock Street Asset Management
Florida
$373K -$14.5K -100 -4%
STB
3204
S&T Bank
Pennsylvania
$372K +$34.3K +237 +10%
AFP
3205
Alpha Financial Partners
Kentucky
$372K -$184K -1,268 -33%
AIA
3206
Arbor Investment Advisors
North Carolina
$371K -$3.63K -25 -1%
SWM
3207
SFG Wealth Management
Maryland
$370K +$290 +2 +0.1%
TFA
3208
Teamwork Financial Advisors
Texas
$370K +$54.1K +373 +17%
IIA
3209
ICW Investment Advisors
Arizona
$370K +$29.3K +202 +9%
PW
3210
Peninsula Wealth
California
$369K +$50.5K +358 +16%
SCA
3211
Southern Capital Advisors
Tennessee
$367K -$1.45K -10 -0.4%
FSA
3212
Financial Security Advisor
Virginia
$367K +$367K +2,532 New
AFIA
3213
America First Investment Advisors
Nebraska
$367K – – –
LODC
3214
Lanham O'Dell & Company
West Virginia
$366K +$145 +1 +0%
CAM
3215
Claret Asset Management
Quebec, Canada
$365K -$24.5K -169 -6%
CFAM
3216
Coury Firm Asset Management
Pennsylvania
$365K -$15.1K -104 -4%
MA
3217
MKT Advisors
California
$365K -$719 -5 -0.2%
FAFN
3218
First Affirmative Financial Network
Colorado
$365K +$49.6K +342 +16%
TWP
3219
Tower Wealth Partners
Pennsylvania
$363K -$39.2K -270 -10%
ACM
3220
Alethea Capital Management
Washington
$363K -$72.5K -500 -17%
AL
3221
Arnhold LLC
New York
$361K +$5.8K +40 +2%
NC
3222
NovaPoint Capital
Georgia
$361K +$10.4K +72 +3%
SIC
3223
SJS Investment Consulting
Ohio
$361K +$39.6K +273 +12%
WI
3224
Wedgewood Investors
Pennsylvania
$361K -$21.8K -150 -6%
MWA
3225
Motive Wealth Advisors
Michigan
$361K -$20.4K -141 -5%
127 128
129
130 131