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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 %
EAM
3551
Empirical Asset Management
Massachusetts
$206K +$206K +1,420 New
SFG
3552
Sterling Financial Group
California
$205K -$2.18K -15 -1%
KFP
3553
Keystone Financial Planning
Ohio
$205K – – –
RWM
3554
Rezny Wealth Management
Florida
$204K +$4.06K +28 +2%
PO
3555
Private Ocean
California
$204K +$22.5K +155 +12%
FA
3556
Fermata Advisors
California
$204K +$204K +1,404 New
WAOTB
3557
Wealth Advisors of Tampa Bay
Florida
$203K +$203K +1,402 New
CWA
3558
Centennial Wealth Advisory
Michigan
$202K +$202K +1,396 New
ACA
3559
Ascension Capital Advisors
Texas
$201K -$17.1K -118 -8%
LFASL
3560
Lugano Financial Advisors SA (LFA)
Switzerland
$201K -$176K -1,215 -47%
SA
3561
Sicart Associates
New York
$201K – – –
AFO
3562
Arrowroot Family Office
California
$200K +$725 +5 +0.4%
BPCA
3563
Bank Pictet & Cie (Asia)
Singapore
$200K +$200K +1,380 New
PVAMC
3564
PPS&V Asset Management Consultants
Michigan
$200K +$200K +1,379 New
IPW
3565
Impact Partnership Wealth
Georgia
$198K +$88K +607 +80%
KFP
3566
KB Financial Partners
New Jersey
$198K -$436 -3 -0.2%
KFS
3567
Kelly Financial Services
Massachusetts
$194K -$1.45K -10 -0.7%
NCM
3568
Northwest Capital Management
Oregon
$189K – – –
RA
3569
Rise Advisors
New York
$185K -$24.4K -168 -12%
WOSD
3570
WFA of San Diego
California
$183K +$75.8K +523 +71%
CMP
3571
Coston McIsaac & Partners
Maine
$183K – – –
FCG
3572
Financial Connections Group
California
$178K -$14.6K -101 -8%
GC
3573
Gibson Capital
Pennsylvania
$176K – – –
AWM
3574
Abound Wealth Management
Tennessee
$173K -$1.74K -12 -1%
TCM
3575
TD Capital Management
Tennessee
$171K +$435 +3 +0.3%
141 142
143
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