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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 %
SFS
3251
Solitude Financial Services
Virginia
$345K -$54.4K -375 -14%
MGAM
3252
McGowan Group Asset Management
Texas
$344K -$107K -737 -24%
VF
3253
Vawter Financial
Ohio
$344K +$154K +1,060 +81%
BIG
3254
Builder Investment Group
Georgia
$344K -$7.25K -50 -2%
SWG
3255
Summit Wealth Group
Vermont
$343K – – –
BWA
3256
Beam Wealth Advisors
Louisiana
$342K +$8.7K +60 +3%
GFL
3257
Granite FO LLC
New Hampshire
$342K +$36.3K +250 +12%
WFO
3258
Wealthgate Family Office
Colorado
$342K – – –
PDM
3259
Penn Davis McFarland
Texas
$341K – – –
HFS
3260
Heritage Financial Services
Massachusetts
$341K +$89.2K +615 +35%
MAM
3261
Milestone Asset Management
Pennsylvania
$341K +$22K +153 +7%
TC
3262
TAGStone Capital
North Carolina
$340K +$17K +117 +5%
PS
3263
Planned Solutions
California
$340K -$4.35K -30 -1%
T
3264
TRUADVICE
Florida
$340K -$20.2K -138 -6%
WBCM
3265
Wilson & Boucher Capital Management
California
$339K – – –
FEM
3266
Fulcrum Equity Management
Texas
$339K +$339K +2,340 New
NWA
3267
Navis Wealth Advisors
New York
$337K +$290 +2 +0.1%
TFO
3268
Tarbox Family Office
California
$337K – – –
DWM
3269
Darwin Wealth Management
Florida
$337K -$725 -5 -0.2%
TC
3270
Tacita Capital
Ontario, Canada
$336K – – –
FWM
3271
Forefront Wealth Management
Pennsylvania
$334K +$290 +2 +0.1%
VW
3272
Vance Wealth
California
$334K – – –
VAS
3273
Vestmark Advisory Solutions
Massachusetts
$333K -$14.5M -99,733 -98%
WFA
3274
Websterrogers Financial Advisors
South Carolina
$333K +$2.03K +14 +0.6%
KFS
3275
Kurt F. Somerville
$333K +$38.3K +264 +13%
129 130
131
132 133