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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 %
FDS
3351
Freedom Day Solutions
Texas
$292K +$72.6K +501 +33%
SBWIC
3352
Schaper Benz & Wise Investment Counsel
Wisconsin
$290K – – –
KC
3353
Knuff & Co
California
$290K – – –
EGWAG
3354
Elwood & Goetz Wealth Advisory Group
Georgia
$289K +$289K +1,996 New
OPPS
3355
Obsidian Personal Planning Solutions
Maryland
$289K – – –
EWA
3356
Encompass Wealth Advisors
Oregon
$288K -$28.4K -196 -9%
EC
3357
EdgeRock Capital
Colorado
$287K +$287K +1,977 New
IDA
3358
Intelligence Driven Advisers
California
$287K -$21.2K -148 -7%
CFGSD
3359
Compass Financial Group (South Dakota)
South Dakota
$286K +$725 +5 +0.3%
PMIA
3360
Patrick Mauro Investment Advisor
Illinois
$285K +$285K +1,968 New
CCP
3361
Clarkston Capital Partners
Michigan
$285K – – –
PAWA
3362
Palo Alto Wealth Advisors
California
$285K – – –
BFWA
3363
Benchmark Financial Wealth Advisors
Florida
$285K +$35.7K +246 +14%
KA
3364
Kearns & Associates
California
$284K – – –
GAM
3365
Garrison Asset Management
Arkansas
$284K – – –
ITFISA
3366
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$284K +$284K +1,958 New
HFW
3367
Horizon Family Wealth
Illinois
$284K +$1.74K +12 +0.6%
BIA
3368
Beacon Investment Advisors
Maryland
$283K +$1.02K +7 +0.4%
MLFP
3369
MPS Loria Financial Planners
Illinois
$283K +$64K +441 +29%
CWM
3370
Cherrydale Wealth Management
New Jersey
$283K +$5.51K +38 +2%
WA
3371
WESPAC Advisors
California
$282K – – –
FSCM
3372
Front Street Capital Management
Montana
$281K -$7.25K -50 -3%
LIA
3373
Luken Investment Analytics
Tennessee
$280K -$23.9K -165 -8%
VBFG
3374
Vishria Bird Financial Group
Tennessee
$279K – – –
RBCM
3375
Raub Brock Capital Management
California
$279K – – –
133 134
135
136 137