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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 %
BFAG
3226
Blackston Financial Advisory Group
Florida
$359K +$26.5K +183 +8%
MWM
3227
Mascoma Wealth Management
New Hampshire
$359K -$13.3K -92 -4%
LA
3228
Lifeworks Advisors
Michigan
$359K +$73.4K +506 +26%
CSIA
3229
Charles Schwab Investment Advisory
California
$358K -$5.95K -41 -2%
MAM
3230
Marotta Asset Management
Virginia
$357K +$5.51K +38 +2%
CCA
3231
Covey Capital Advisors
Georgia
$355K – – –
MAP
3232
Milestone Advisory Partners
North Carolina
$355K – – –
PWM
3233
PRW Wealth Management
Massachusetts
$355K – – –
IAP
3234
Indie Asset Partners
Indiana
$354K +$4.93K +34 +1%
SFG
3235
SNS Financial Group
Minnesota
$354K -$30K -207 -8%
CHP
3236
Cable Hill Partners
Oregon
$353K +$27.4K +189 +8%
GB
3237
Goepper Burkhardt
South Carolina
$353K +$22.9K +158 +7%
LIM
3238
Lathrop Investment Management
Arkansas
$353K – – –
JC
3239
Jacobs & Co
California
$351K -$46.3K -320 -12%
FWMM
3240
Foundation Wealth Management (Missouri)
Missouri
$351K -$10K -69 -3%
WW
3241
Westshore Wealth
California
$350K +$12K +83 +4%
KIA
3242
Kraematon Investment Advisors
Massachusetts
$349K +$2.03K +14 +0.6%
GAMC
3243
Garner Asset Management Corp
Texas
$349K -$8.41K -58 -2%
AWM
3244
Atticus Wealth Management
Florida
$349K +$1.16K +8 +0.3%
SC
3245
Shay Capital
New York
$348K -$1.25M -8,650 -78%
SAM
3246
SP Asset Management
California
$348K +$1.02K +7 +0.3%
TC
3247
Truvestments Capital
Florida
$347K +$15.4K +106 +5%
AR
3248
Apeiron RIA
Texas
$347K +$2.18K +15 +0.6%
SC
3249
Sepio Capital
Utah
$346K +$56.9K +392 +20%
CWM
3250
Campbell Wealth Management
Virginia
$346K +$23.3K +161 +7%
128 129
130
131 132