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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 %
CMBA
3276
C.M. Bidwell & Associates
Hawaii
$332K -$4.64K -32 -1%
BBWP
3277
Beacon Bridge Wealth Partners
Pennsylvania
$332K – – –
SNBOSCI
3278
Security National Bank of Sioux City Iowa
Iowa
$330K – – –
NCMW
3279
Northern Capital Management (Washington)
Washington
$329K – – –
HCM
3280
Hutchinson Capital Management
California
$329K +$11.2K +77 +4%
WCWM
3281
Willow Creek Wealth Management
California
$328K -$102K -703 -24%
GA
3282
GoalVest Advisory
New York
$328K -$5.8K -40 -2%
HAFS
3283
Hapanowicz & Associates Financial Services
Pennsylvania
$328K – – –
IVP
3284
Intrinsic Value Partners
Arizona
$327K – – –
JSAM
3285
J. Safra Asset Management
New York
$327K – – –
PC
3286
Permit Capital
Pennsylvania
$326K – – –
BWP
3287
Bernardo Wealth Planning
Pennsylvania
$325K +$92.8K +640 +40%
CNWM
3288
Clay Northam Wealth Management
California
$325K – – –
LAM
3289
Lakewood Asset Management
Illinois
$325K +$1.02K +7 +0.3%
AWM
3290
Alterna Wealth Management
Texas
$325K +$17.7K +122 +6%
HB
3291
Horizon Bancorp
Indiana
$323K +$167K +1,145 +107%
GCL
3292
Gouws Capital LLC
North Carolina
$323K – – –
CP
3293
Castleview Partners
Texas
$323K -$11.7K -81 -4%
TCMP
3294
Thrive Capital Management (Pennsylvania)
Pennsylvania
$323K +$49.4K +341 +18%
SM
3295
Sensible Money
Arizona
$323K +$435 +3 +0.1%
ACP
3296
Arcus Capital Partners
Georgia
$320K – – –
MFGP
3297
Marshall Financial Group (Pennsylvania)
Pennsylvania
$320K +$2.03K +14 +0.6%
DWP
3298
Destiny Wealth Partners
Florida
$320K +$320K +2,205 New
MWM
3299
Madison Wealth Management
Ohio
$319K -$12.6K -87 -4%
BCM
3300
Bluefin Capital Management
New York
$319K -$14.5K -100 -4%
130 131
132
133 134