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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 %
LFA
3301
Level Financial Advisors
New York
$318K – – –
AFAS
3302
Acorn Financial Advisory Services
Virginia
$318K -$28.9K -200 -8%
SFC
3303
Strategic Financial Concepts
Texas
$318K +$26.8K +185 +9%
AWM
3304
Act Wealth Management
Texas
$317K +$4.93K +34 +2%
IWM
3305
Integris Wealth Management
California
$316K +$13.2K +91 +4%
BWCS
3306
Beirne Wealth Consulting Services
Connecticut
$315K – – –
NWA
3307
New World Advisors
Massachusetts
$315K +$29.3K +202 +10%
FAN
3308
Financial Advisors Network
California
$315K +$315K +2,170 New
HW
3309
Hamilton Wealth
California
$314K +$15.7K +108 +5%
CFG
3310
Compton Financial Group
Maryland
$314K – – –
TAM
3311
Tucker Asset Management
Colorado
$313K +$37.9K +261 +14%
RWA
3312
Rooted Wealth Advisors
Illinois
$313K -$19.9K -130 -6%
IA
3313
Inspire Advisors
Idaho
$312K +$6.67K +46 +2%
MA
3314
Mezzasalma Advisors
New Jersey
$312K +$9.86K +68 +3%
MPW
3315
MGO Private Wealth
California
$311K +$311K +2,144 New
WP
3316
Wealthspan Partners
Iowa
$310K -$14.2K -98 -4%
KFS
3317
Kaizen Financial Strategies
California
$310K +$580 +4 +0.2%
CWA
3318
Consilio Wealth Advisors
Washington
$308K -$43.5K -305 -12%
SC
3319
Sykon Capital
New York
$307K +$307K +2,119 New
WA
3320
Waterford Advisors
New York
$307K +$47.1K +325 +18%
VFP
3321
Verus Financial Partners
Virginia
$306K +$148 +1 +0%
NSG
3322
Nalls Sherbakoff Group
Tennessee
$306K -$46K -317 -13%
HKIMG
3323
Hutchens & Kramer Investment Management Group
Indiana
$305K +$288 +2 +0.1%
CL
3324
CSS LLC
Illinois
$305K – – –
ZAM
3325
Zevin Asset Management
Massachusetts
$304K +$304K +2,099 New
131 132
133
134 135