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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 %
CSS
3701
Cubist Systematic Strategies
Connecticut
– -$1.47M -10,131 Closed
APM
3702
Advanced Portfolio Management
New York
– -$1.36M -9,336 Closed
VA
3703
Verdad Advisers
Massachusetts
– -$1.35M -9,267 Closed
SI
3704
Saxon Interests
Texas
– -$1.33M -9,129 Closed
FRM
3705
Fox Run Management
Connecticut
– -$1.29M -8,853 Closed
VF
3706
Virtu Financial
New York
– -$1.17M -8,044 Closed
Two Sigma Advisers
3707
Two Sigma Advisers
New York
– -$1.13M -7,800 Closed
PIMJS
3708
PKO Investment Management Joint-Stock
Poland
– -$1.08M -7,403 Closed
HVM
3709
Harvest Volatility Management
Connecticut
– -$971K -6,673 Closed
RCA
3710
Reitz Capital Advisors
Michigan
– -$844K -5,806 Closed
VCM
3711
Vision Capital Management
Oregon
– -$821K -5,644 Closed
MAWAG
3712
Mid-American Wealth Advisory Group
Missouri
– -$812K -5,481 Closed
IAIM
3713
Industrial Alliance Investment Management
Quebec, Canada
– -$785K -5,397 Closed
CA
3714
Crewe Advisors
Utah
– -$745K -5,122 Closed
FPCG
3715
Forum Private Client Group
Indiana
– -$681K -4,681 Closed
I
3716
InceptionR
California
– -$677K -4,654 Closed
FPA
3717
First Pacific Advisors
California
– -$647K -4,450 Closed
TAIM
3718
TD Ameritrade Investment Management
Nebraska
– -$630K -4,333 Closed
NP
3719
Ninepoint Partners
Ontario, Canada
– -$629K -4,324 Closed
MM
3720
MQS Management
New York
– -$559K -3,843 Closed
BBA
3721
Braun-Bostich & Associates
Pennsylvania
– -$525K -3,607 Closed
PGF
3722
Plan Group Financial
Oklahoma
– -$527K -3,600 Closed
SAS
3723
Stelac Advisory Services
New York
– -$506K -3,478 Closed
NWMG
3724
National Wealth Management Group
Ohio
– -$530K -3,397 Closed
GCP
3725
GSA Capital Partners
United Kingdom
– -$477K -3,278 Closed
147 148
149
150 151