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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 %
E
3401
ETFidea
New York
$266K – – –
HSG
3402
Helen Stephens Group
Texas
$266K +$3.05K +21 +1%
SWMG
3403
Sanchez Wealth Management Group
Florida
$266K +$2.61K +18 +1%
LGWM
3404
Litman Gregory Wealth Management
California
$266K +$266K +1,834 New
SSW
3405
Smith Shellnut Wilson
Mississippi
$266K – – –
AIFAIM
3406
American Institute for Advanced Investment Management
Arizona
$265K -$2.6K -15 -1%
RWM
3407
Ruedi Wealth Management
Illinois
$265K -$55.7K -384 -17%
AAM
3408
Ameraudi Asset Management
New York
$263K – – –
VLC
3409
Van Leeuwen & Company
New Jersey
$262K +$1.6K +11 +0.6%
FWI
3410
Facet Wealth Inc
Maryland
$262K +$262K +1,885 New
B
3411
Barings
North Carolina
$260K -$180K -1,244 -41%
JFG
3412
JMG Financial Group
Illinois
$259K +$48.6K +335 +23%
CCIA
3413
Cherry Creek Investment Advisors
Colorado
$258K -$38.4K -265 -13%
HIM
3414
Hillsdale Investment Management
Ontario, Canada
$258K +$117K +810 +84%
APWM
3415
Argonautica Private Wealth Management
Massachusetts
$257K +$257K +1,775 New
SCM
3416
Sebold Capital Management
Illinois
$256K +$4.64K +32 +2%
RIM
3417
Rockbridge Investment Management
New York
$256K – – –
EGM
3418
Engineers Gate Manager
New York
$255K -$1.12M -7,735 -81%
DJYG
3419
David J. Yvars Group
Florida
$255K – – –
EA
3420
Echo45 Advisors
California
$254K -$2.9K -20 -1%
CP
3421
Capital Planning
Washington
$253K – – –
MSFP
3422
Mark Sheptoff Financial Planning
Connecticut
$252K – – –
JTWM
3423
Jackson Thornton Wealth Management
Alabama
$252K +$18.4K +127 +8%
FZCM
3424
Flynn Zito Capital Management
New York
$252K +$145 +1 +0.1%
NRWA
3425
North Ridge Wealth Advisors
Oregon
$252K – – –
135 136
137
138 139