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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 %
ICM
3576
Intrepid Capital Management
Florida
$162K -$32.8K -226 -17%
TWP
3577
TFO Wealth Partners
Ohio
$162K +$84.1K +578 +108%
RDIA
3578
RE Dickinson Investment Advisors
Iowa
$162K +$23.2K +160 +17%
PP
3579
PFS Partners
New Jersey
$159K -$22.5K -155 -12%
FAM
3580
Flaharty Asset Management
Florida
$158K +$158K +1,089 New
TCM
3581
Tradewinds Capital Management
Washington
$155K +$435 +3 +0.3%
IUHSA
3582
Itau Unibanco Holding S.A.
Brazil
$154K -$2.67M -18,411 -95%
SPWM
3583
Spartan Planning & Wealth Management
North Carolina
$153K +$153K +1,058 New
DF
3584
Dunhill Financial
United Kingdom
$153K – – –
MFA
3585
McClarren Financial Advisors
Pennsylvania
$152K +$580 +4 +0.4%
VIA
3586
Virtus Investment Advisers
Connecticut
$151K +$151K +1,040 New
NOI
3587
Newton One Investments
Delaware
$150K +$1.02K +7 +0.7%
CPG
3588
Cornerstone Planning Group
New Jersey
$147K -$5.66K -39 -4%
HFS
3589
HBC Financial Services
Washington
$146K +$147 +1 +0.1%
TA
3590
Teramo Advisors
Florida
$145K – – –
IWP
3591
IAG Wealth Partners
Wisconsin
$145K – – –
CWA
3592
Core Wealth Advisors
Florida
$144K – – –
NNPTE
3593
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$143K – – –
LFA
3594
Legend Financial Advisors
Pennsylvania
$142K -$30.5K -210 -18%
TCCM
3595
Timber Creek Capital Management
Massachusetts
$138K -$1.16K -8 -0.8%
OAJ
3596
Ogorek Anthony Joseph
New York
$137K – – –
SCA
3597
Sander Capital Advisors
Washington
$135K -$18.1K -125 -12%
FIM
3598
FWL Investment Management
Texas
$131K +$131K +905 New
UOTTAIMCU
3599
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$126K +$126K +871 New
RW
3600
RVW Wealth
California
$126K +$126K +868 New
142 143
144
145 146