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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 %
LD
3501
Lipe & Dalton
New York
$222K – – –
PCA
3502
Private Capital Advisors
Connecticut
$222K +$222K +1,600 New
SFA
3503
Seneca Financial Advisors
New York
$221K -$31.9K -220 -13%
YWM
3504
Yoder Wealth Management
California
$220K +$17.8K +123 +9%
LAM
3505
LifePro Asset Management
California
$220K +$19.7K +136 +10%
WIM
3506
Warwick Investment Management
Texas
$220K +$145 +1 +0.1%
WAM
3507
WealthTrust Asset Management
Florida
$220K +$1.16K +8 +0.5%
FAM
3508
Family Asset Management
South Carolina
$219K – – –
SSG
3509
Summit Securities Group
New York
$218K -$379K -2,607 -63%
CCM
3510
Chickasaw Capital Management
Tennessee
$218K – – –
RBC
3511
Roble Belko & Company
Pennsylvania
$218K – – –
CAG
3512
Curtis Advisory Group
California
$218K -$18.1K -125 -8%
BLAM
3513
Bourne Lent Asset Management
New York
$218K – – –
EWM
3514
Elevatus Welath Management
New York
$217K +$217K +1,499 New
NEPPG
3515
New England Professional Planning Group
Rhode Island
$217K – – –
SWM
3516
Seed Wealth Management
Illinois
$217K – – –
CWM
3517
ClientFirst Wealth Management
Arkansas
$217K – – –
LIG
3518
Lokken Investment Group
Delaware
$216K -$2.47K -17 -1%
BFS
3519
Baskin Financial Services
Ontario, Canada
$216K +$3.63K +25 +2%
UC
3520
Unio Capital
New Jersey
$215K – – –
FIC
3521
Family Investment Center
Missouri
$215K -$30.5K -210 -12%
IWA
3522
IBEX Wealth Advisors
New Jersey
$215K +$215K +1,483 New
PA
3523
Parkside Advisors
California
$215K – – –
AL
3524
ACAS LLC
California
$215K -$3.63K -25 -2%
SWP
3525
ShoreHaven Wealth Partners
New Jersey
$214K -$9.72K -67 -4%
139 140
141
142 143