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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 %
OBWP
3601
O'Brien Wealth Partners
Massachusetts
$121K +$2.61K +18 +2%
WAM
3602
WFA Asset Management
Wisconsin
$116K +$726 +5 +0.6%
FSWA
3603
Financial Synergies Wealth Advisors
Texas
$114K -$14.4K -99 -11%
MFT
3604
Moisand Fitzgerald Tamayo
Florida
$112K +$3.77K +26 +3%
FA
3605
Financial Avengers
California
$108K +$4.21K +29 +4%
EWP
3606
Elevation Wealth Partners
California
$107K +$145 +1 +0.1%
GWM
3607
Guardian Wealth Management
Illinois
$104K +$580 +4 +0.6%
MCA
3608
Maryland Capital Advisors
Maryland
$98.3K – – –
DCM
3609
Disciplina Capital Management
Tennessee
$97.8K +$580 +4 +0.6%
RAM
3610
Riggs Asset Management
Pennsylvania
$91.7K +$18.9K +130 +26%
ACM
3611
Antonetti Capital Management
Florida
$91.2K -$7.25K -50 -7%
DF
3612
DecisionPoint Financial
Arizona
$90.2K +$1.74K +12 +2%
APW
3613
Acima Private Wealth
Virginia
$82.5K – – –
VFIC
3614
Valley Forge Investment Consultants
Pennsylvania
$81.6K – – –
SIA
3615
SkyView Investment Advisors
New Jersey
$79K -$2.24M -15,559 -97%
HCM
3616
Horrell Capital Management
Arkansas
$79K +$144 +1 +0.2%
CFS
3617
CGC Financial Services
Oregon
$77.4K -$72.5K -500 -48%
GWSA
3618
Global Wealth Strategies & Associates
Colorado
$74.7K – – –
CCM
3619
Copeland Capital Management
Pennsylvania
$72.5K -$264K -1,823 -78%
MFG
3620
Mendota Financial Group
Wisconsin
$70K – – –
APC
3621
Aspire Private Capital
North Carolina
$67.8K +$7.12K +49 +12%
IHWM
3622
Iron Horse Wealth Management
Iowa
$67.5K +$1.45K +10 +2%
MWA
3623
Miller Wealth Advisors
Colorado
$66.7K – – –
HC
3624
Hoese & Co
Minnesota
$64.5K – – –
NA
3625
Nordwand Advisors
Pennsylvania
$63.7K +$30.3K +209 +91%
143 144
145
146 147