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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 %
BCMLT
3326
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K – – –
CYG
3327
Clean Yield Group
Vermont
$304K -$21.5K -147 -7%
CRG
3328
Cornerstone Retirement Group
Nevada
$303K -$19.3K -133 -6%
WQ
3329
Wealth Quarterback
New Jersey
$303K +$5.51K +38 +2%
CPW
3330
Catalyst Private Wealth
California
$303K +$9.28K +64 +3%
NF
3331
Norwood Financial
Pennsylvania
$301K +$2.18K +15 +0.7%
DP
3332
Denver PWM
Colorado
$300K +$33.8K +236 +13%
BIA
3333
Bell Investment Advisors
California
$300K +$130K +894 +76%
CCA
3334
Conestoga Capital Advisors
Pennsylvania
$300K – – –
RIA
3335
Richwood Investment Advisors
Ohio
$299K -$24.7K -170 -8%
SAM
3336
Shikiar Asset Management
New York
$299K – – –
RHJA
3337
Rice Hall James & Associates
California
$298K – – –
GSIS
3338
Global Strategic Investment Solutions
Arizona
$298K +$35.5K +245 +14%
FPF
3339
First Pacific Financial
Washington
$297K – – –
VCM
3340
Versant Capital Management
Arizona
$297K – – –
TBWA
3341
Three Bridge Wealth Advisors
California
$296K – – –
JWM
3342
Janiczek Wealth Management
Colorado
$295K +$103K +711 +54%
ODIJL
3343
One Day In July LLC
Vermont
$295K +$295K +2,034 New
SAM
3344
Seelaus Asset Management
New Jersey
$294K -$338K -2,330 -53%
EF
3345
Exeter Financial
Arizona
$294K – – –
AIM
3346
Arcadia Investment Management
Michigan
$294K – – –
AFS
3347
Axiom Financial Strategies
Indiana
$294K -$435 -3 -0.1%
CCC
3348
Chelsea Counsel Company
California
$293K – – –
WMWM
3349
Whitaker-Myers Wealth Managers
Ohio
$292K – – –
BWM
3350
BCS Wealth Management
Tennessee
$292K +$64.3K +443 +28%
132 133
134
135 136