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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 %
CTFG
3376
Capstone Triton Financial Group
Oklahoma
$279K +$2.61K +18 +0.9%
RWMG
3377
Redwood Wealth Management Group
New Jersey
$277K +$145 +1 +0.1%
AWM
3378
Adams Wealth Management
Utah
$277K -$2.9K -20 -1%
TAM
3379
TCP Asset Management
Ohio
$276K -$2.47K -17 -0.9%
LSIA
3380
LaSalle St. Investment Advisors
Illinois
$276K -$113K -782 -29%
RPG
3381
Resource Planning Group
Georgia
$276K -$57K -393 -17%
CM
3382
Columbus Macro
Pennsylvania
$276K -$8.56K -59 -3%
KPWG
3383
KFA Private Wealth Group
Virginia
$276K +$14.5K +100 +6%
RJTCONH
3384
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$6.96K -48 -2%
SHWM
3385
Smith & Howard Wealth Management
Georgia
$274K +$11K +76 +4%
TWA
3386
Tandem Wealth Advisors
Arizona
$273K -$4.06K -28 -1%
WCM
3387
Wallace Capital Management
Texas
$272K – – –
MCM
3388
McDonough Capital Management
Florida
$272K – – –
DFA
3389
DHJJ Financial Advisors
Illinois
$271K -$725 -5 -0.3%
VPP
3390
Vertex Planning Partners
Illinois
$271K -$18.9K -130 -7%
APS
3391
American Planning Services
Florida
$271K – – –
PSC
3392
Prentiss Smith & Co
Vermont
$271K -$12.6K -87 -4%
DWM
3393
Denver Wealth Management
Colorado
$271K +$17K +117 +7%
CA
3394
Calton & Associates
Florida
$270K -$1.26M -8,686 -82%
TWM
3395
TMD Wealth Management
Arizona
$270K – – –
DC
3396
Defender Capital
North Carolina
$269K – – –
OCG
3397
Opus Capital Group
Ohio
$269K -$1.3K -9 -0.5%
HWM
3398
HFR Wealth Management
New York
$268K – – –
KC
3399
Kinloch Capital
Virginia
$268K -$58K -400 -18%
SC
3400
Schiavi & Co
Delaware
$268K – – –
134 135
136
137 138