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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
1
Wellington Management Group
Massachusetts
$6.15B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$835M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.65B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$253M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$218M

Top Sellers

1
State Street
1
State Street
Massachusetts
$17.7B
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$7.68B
4
BlackRock
4
BlackRock
New York
$27.5B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
3651
Clear Investment Research
Georgia
$20.5K +$437 +3 +2%
SFCL
3652
Strengthening Families & Communities LLC
Massachusetts
$19K -$108K -742 -85%
NECFA
3653
New England Capital Financial Advisors
Connecticut
$18.8K – – –
CAM
3654
ClariVest Asset Management
California
$18K +$7.42K +54 +70%
T
3655
TOBAM
France
$18K +$18K +127 New
SV
3656
Sturgeon Ventures
United Kingdom
$16.7K – – –
CWA
3657
Carolina Wealth Advisors
South Carolina
$14.4K – – –
JMF
3658
Johnson Midwest Financial
Iowa
$14.2K +$145 +1 +1%
GAG
3659
Goodman Advisory Group
Massachusetts
$13.5K -$95.1K -656 -88%
PS
3660
PayPay Securities
Japan
$13.1K +$1.6K +11 +14%
MSE
3661
MUFG Securities EMEA
United Kingdom
$12.9K -$455K -3,135 -97%
ECM
3662
Everence Capital Management
Indiana
$12.1K +$1.2K +8,280 +11%
MS
3663
Mizuho Securities
Japan
$11.6K -$168K -1,160 -94%
WA
3664
WestEnd Advisors
North Carolina
$10.6K +$10.6K +73 New
QL
3665
Quarry LP
New York
$10.6K -$63.1K -435 -86%
WFA
3666
West Financial Advisors
Iowa
$10.2K +$10.2K +70 New
SHIM
3667
Stone House Investment Management
Pennsylvania
$9.65K +$144 +1 +2%
TJHA
3668
Thomas J. Herzfeld Advisors
Florida
$8.85K -$145 -1 -2%
HWM
3669
HighMark Wealth Management
Minnesota
$8.76K -$7.15K -49 -45%
JFG
3670
JDM Financial Group
Texas
$8.7K – – –
BHWM
3671
Bay Harbor Wealth Management
Maryland
$7.77K – – –
GC
3672
Gilfoyle & Co
California
$7.72K +$7.72K +50 New
YAL
3673
Your Advocates Ltd
Texas
$7.25K -$14.5K -100 -67%
AWA
3674
Authentikos Wealth Advisory
California
$6.09K +$6.09K +42 New
AWM
3675
Activest Wealth Management
Florida
$5.17K -$10.2K -71 -66%
145 146
147
148 149