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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 %
BMD
3476
Better Money Decisions
New Mexico
$233K – – –
GCWM
3477
Graham Capital Wealth Management
District of Columbia
$233K – – –
SC
3478
Saturna Capital
Washington
$233K -$58.4K -403 -20%
CC
3479
Copperleaf Capital
North Carolina
$233K +$4.5K +31 +2%
KCM
3480
Kendall Capital Management
Maryland
$231K – – –
SCA
3481
Sage Capital Advisors
South Dakota
$229K +$4.35K +30 +2%
RA
3482
Riverstone Advisors
Texas
$229K -$30.9K -213 -12%
ACM
3483
Avalon Capital Management
California
$229K +$229K +1,576 New
CI
3484
Carroll Investors
South Carolina
$228K +$228K +1,546 New
PFP
3485
Paragon Financial Partners
California
$228K +$145 +1 +0.1%
MWP
3486
Madison Wealth Partners
Wisconsin
$228K +$5.95K +41 +3%
TFA
3487
Toth Financial Advisory
Virginia
$227K +$8.27K +57 +4%
D
3488
Dentgroup
Louisiana
$226K +$1.31K +9 +0.6%
ONSWM
3489
Old North State Wealth Management
North Carolina
$226K +$11.5K +79 +5%
MWM
3490
MBE Wealth Management
Wisconsin
$226K +$580 +4 +0.3%
NRW
3491
Nova R Wealth
Kansas
$225K -$56.6K -390 -20%
MWM
3492
Maripau Wealth Management
Indiana
$224K +$224K +1,546 New
VBFP
3493
Valtinson Bruner Financial Planning
Minnesota
$224K +$145 +1 +0.1%
SRWM
3494
Shira Ridge Wealth Management
California
$224K +$224K +1,543 New
CMI
3495
Clare Market Investments
Texas
$223K -$87.9K -606 -28%
LFS
3496
Lutz Financial Services
Nebraska
$223K +$5.22K +36 +2%
CWA
3497
Continuum Wealth Advisors
New York
$223K – – –
CWM
3498
Cedar Wealth Management
California
$222K – – –
EP
3499
Essential Planning
New Hampshire
$222K – – –
B
3500
Bensler
Washington
$222K +$14.4K +99 +7%
138 139
140
141 142