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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
$6.15B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$835M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.65B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$218M

Top Sellers

1
State Street
State Street
Massachusetts
$17.7B
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$7.68B
4
BlackRock
BlackRock
New York
$27.5B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
326
Associated Banc-Corp
Wisconsin
$57.9M +$492K +3,395 +0.9%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$57.9M +$1.04M +7,189 +2%
QCM
328
QRG Capital Management
Illinois
$56.9M +$56.9M +392,467 New
CF
329
Cantor Fitzgerald
New York
$56.7M -$1.47M -10,161 -3%
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$56.5M -$2.34M -16,115 -4%
WPC
331
Waters Parkerson & Co
Louisiana
$56.4M +$85.6K +590 +0.2%
TH
332
TCTC Holdings
Texas
$56.2M -$11.3K -78 -0%
DADC
333
D.A. Davidson & Co
Montana
$56.2M +$824K +5,680 +1%
SF
334
Synovus Financial
Georgia
$56.2M -$1.25M -8,623 -2%
CRC
335
Curi RMB Capital
Illinois
$55.7M -$320K -2,204 -0.6%
X
336
Xponance
Pennsylvania
$55.6M +$1.79M +12,317 +3%
CPSAC
337
Chas P. Smith & Associates (CPS)
Florida
$55.5M -$1.44M -9,896 -3%
NC
338
Nicholas Company
Wisconsin
$55.4M -$25.4K -175 -0%
MIH
339
Meitav Investment House
Israel
$55.2M +$17M +114,335 +44%
ACM
340
Advisors Capital Management
New Jersey
$55.1M +$642K +4,429 +1%
CAN
341
Cetera Advisor Networks
California
$55M +$4.25M +29,287 +8%
SCP
342
Seizert Capital Partners
Michigan
$55M +$845K +5,828 +2%
VDI
343
Vaughan David Investments
Illinois
$54M +$329K +2,271 +0.6%
IGAM
344
iA Global Asset Management
Quebec, Canada
$53.5M -$1.82M -12,550 -3%
OC
345
Oppenheimer & Co
New York
$53M +$826K +5,696 +2%
Ninety One (UK)
346
Ninety One (UK)
United Kingdom
$52.4M -$6.02M -41,533 -10%
SOADOR
347
State of Alaska Department of Revenue
Alaska
$52.2M -$2.44M -16,800 -4%
ELC
348
Edgar Lomax Company
Virginia
$51.9M -$859K -5,925 -2%
RMDI
349
R.M. Davis Inc
Maine
$51.6M -$987K -6,805 -2%
CIC
350
Carnegie Investment Counsel
Ohio
$51.3M +$599K +4,133 +1%
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