JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

3,678 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, 1,565 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,678
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.65%
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
1,565
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 %
UFF
3676
USA Financial Formulas
Michigan
$4.79K – – –
TFG
3677
Team Financial Group
California
$4.18K +$4.18K +29 New
SWM
3678
Sanctuary Wealth Management
Idaho
$2.9K – – –
FC
3679
Family CFO
California
$2.18K +$2.18K +15 New
MBFW
3680
Morton Brown Family Wealth
Pennsylvania
$1.74K – – –
IA
3681
IFS Advisors
Kansas
$1.57K – – –
OTPPB
3682
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$561M -3,856,515 Closed
Holocene Advisors
3683
Holocene Advisors
New York
– -$38M -260,989 Closed
V
3684
Veritable
Delaware
– -$24.6M -168,916 Closed
BC
3685
Brookfield Corp
Ontario, Canada
– -$22.5M -155,013 Closed
PRC
3686
Pearl River Capital
Michigan
– -$6.5M -44,670 Closed
OIM
3687
Opus Investment Management
Massachusetts
– -$5.87M -40,350 Closed
WG
3688
Winton Group
United Kingdom
– -$5.76M -39,591 Closed
AWA
3689
Arete Wealth Advisors
Illinois
– -$4.7M -32,321 Closed
CGA
3690
Compound Global Advisors
Washington
– -$4.51M -30,991 Closed
NWM
3691
NEIRG Wealth Management
Massachusetts
– -$4.34M -29,814 Closed
CM
3692
Crestline Management
Texas
– -$3.64M -25,000 Closed
Alyeska Investment Group
3693
Alyeska Investment Group
Illinois
– -$2.99M -20,565 Closed
VIA
3694
Vident Investment Advisory
Georgia
– -$2.87M -19,756 Closed
HGCK
3695
HPC Germany & Co KG
Germany
– -$2.71M -18,600 Closed
SPW
3696
Surience Private Wealth
Washington
– -$2.68M -18,423 Closed
MFS
3697
Mirabella Financial Services
United Kingdom
– -$2.3M -15,800 Closed
GCM
3698
Glaxis Capital Management
Florida
– -$2.18M -15,000 Closed
CPM
3699
Connective Portfolio Management
New York
– -$1.77M -12,080 Closed
AG
3700
Algert Global
California
– -$1.75M -12,061 Closed
146 147
148
149 150