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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 %
AMR
3426
Asset Management Resources
Massachusetts
$251K -$20.4K -141 -8%
BBW
3427
Blue Barn Wealth
Utah
$251K -$3.92K -27 -2%
BFG
3428
Baron Financial Group
New Jersey
$251K – – –
AFS
3429
Annapolis Financial Services
Maryland
$251K +$435 +3 +0.2%
RAG
3430
RIA Advisory Group
Iowa
$250K -$6.96K -48 -3%
EL
3431
EWA LLC
Pennsylvania
$250K +$31.2K +214 +14%
LAM
3432
Lifestyle Asset Management
Texas
$249K -$3.63K -25 -1%
WCM
3433
Washburn Capital Management
Florida
$249K +$3.63K +25 +1%
FWSM
3434
First Wilshire Securities Management
California
$249K – – –
WFPG
3435
Waller Financial Planning Group
Ohio
$248K -$13.1K -90 -5%
CAGAS
3436
Capital Advisory Group Advisory Services
Minnesota
$248K +$248K +1,707 New
SSC
3437
Syverson Strege & Co
Iowa
$247K +$6.96K +48 +3%
CPA
3438
Capital Performance Advisors
California
$247K +$9.57K +66 +4%
LA
3439
Lakeside Advisors
Washington
$247K – – –
RA
3440
Riversedge Advisors
Delaware
$247K +$32.6K +225 +15%
OPWM
3441
Oxinas Partners Wealth Management
Indiana
$246K -$4.79K -33 -2%
CC
3442
Capital Counsel
New York
$246K – – –
AMG
3443
Asset Management Group
Connecticut
$246K +$9.28K +64 +4%
AL
3444
ADE LLC
Maryland
$245K +$145 +1 +0.1%
LFGO
3445
Legacy Financial Group (Oklahoma)
Oklahoma
$245K +$4.93K +34 +2%
WPWM
3446
Western Pacific Wealth Management
Illinois
$245K – – –
SPA
3447
Sherbrooke Park Advisers
New York
$244K +$244K +1,684 New
SPW
3448
Sonoma Private Wealth
California
$243K – – –
BWM
3449
Boyd Wealth Management
California
$243K +$21.8K +150 +10%
AFGAS
3450
Allegiance Financial Group Advisory Services
Virginia
$243K +$290 +2 +0.1%
136 137
138
139 140