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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 %
T
3451
TNF
Montana
$243K -$46.4K -319 -16%
C
3452
Covestor
United Kingdom
$242K +$58.4K +403 +32%
TWM
3453
Trevian Wealth Management
Massachusetts
$241K +$2.9K +20 +1%
SF
3454
Safeguard Financial
Wisconsin
$240K +$52.1K +359 +28%
ECAM
3455
East Coast Asset Management
Massachusetts
$240K – – –
AFA
3456
American Financial Advisors
Georgia
$240K +$18.1K +125 +8%
RCA
3457
Riverview Capital Advisers
Massachusetts
$240K – – –
C1AG
3458
Client 1st Advisory Group
Florida
$239K -$2.18K -15 -0.9%
R
3459
Rebalance
California
$239K – – –
IPW
3460
IronBridge Private Wealth
Texas
$239K +$9.43K +65 +4%
MFA
3461
Morling Financial Advisors
California
$239K – – –
MF
3462
Manchester Financial
California
$239K -$77.2K -532 -24%
EC
3463
Elequin Capital
New York
$238K +$238K +1,642 New
MGIA
3464
Matthew Goff Investment Advisor
Texas
$238K -$103K -712 -30%
RCM
3465
Rain Capital Management
Oregon
$238K +$3.77K +26 +2%
DA
3466
Detalus Advisors
Missouri
$237K -$14.5K -100 -6%
DI
3467
DAGCO Inc
Ohio
$237K -$1.3M -11,735 -85%
KWM
3468
KFG Wealth Management
Indiana
$237K +$13.5K +93 +6%
RLIM
3469
Red Lighthouse Investment Management
New York
$236K +$12.8K +88 +6%
AWM
3470
Avondale Wealth Management
Texas
$236K -$109K -750 -32%
JSA
3471
Jacobson & Schmitt Advisors
Wisconsin
$236K – – –
SWIM
3472
Smallwood Wealth Investment Management
New Jersey
$234K +$234K +1,617 New
PBF
3473
Petix & Botte Financial
California
$234K +$234K +1,616 New
TLA
3474
Tanglewood Legacy Advisors
Texas
$234K – – –
HFRG
3475
Houlihan Financial Resource Group
Virginia
$234K -$13.1M -93,620 -98%
137 138
139
140 141