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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 %
CMS
3526
Capital Market Strategies
Florida
$213K -$21.8K -153 -9%
EIP
3527
Ellis Investment Partners
Pennsylvania
$212K +$1.16K +8 +0.5%
KL
3528
KWMG LLC
Kansas
$212K – – –
QCIG
3529
Quad-Cities Investment Group
Iowa
$212K +$4.2K +29 +2%
AA
3530
AlphaMark Advisors
Kentucky
$212K – – –
FCC
3531
Flower City Capital
New York
$212K – – –
SFP
3532
Sterling Financial Planning
New Jersey
$211K -$2.61K -18 -1%
MAM
3533
Morse Asset Management
Connecticut
$211K +$211K +1,457 New
PWA
3534
Provenance Wealth Advisors
Florida
$211K +$211K +1,454 New
BCM
3535
Basso Capital Management
Connecticut
$210K – – –
GWAG
3536
Garrett Wealth Advisory Group
Texas
$210K +$210K +1,449 New
HF
3537
Halpern Financial
Virginia
$210K +$18.3K +126 +10%
ARIS
3538
Advanced Research Investment Solutions
California
$210K +$210K +1,446 New
PCMK
3539
Paragon Capital Management (Kansas)
Kansas
$209K -$14.8K -102 -7%
JPLA
3540
Joseph P. Lucia & Associates
New York
$209K – – –
IWN
3541
Independent Wealth Network
Iowa
$209K -$134K -927 -39%
DWMG
3542
DB Wealth Management Group
California
$209K – – –
PP
3543
PrairieView Partners
Minnesota
$208K +$289 +2 +0.1%
IIC
3544
Ironwood Investment Counsel
Arizona
$208K +$28.4K +3,817 +16%
VSQM
3545
V-Square Quantitative Management
Illinois
$208K +$208K +1,431 New
BHWM
3546
Beaird Harris Wealth Management
Texas
$207K +$1.89K +13 +0.9%
PWA
3547
Peterson Wealth Advisors
Utah
$206K +$3.34K +23 +2%
RFP
3548
Roth Financial Partners
Texas
$206K -$31.8K -219 -13%
HIM
3549
Hanlon Investment Management
New Jersey
$206K +$206K +1,422 New
WHCI
3550
W.H. Cornerstone Investments
Massachusetts
$206K +$206K +1,420 New
140 141
142
143 144