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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 %
IFU
3726
iSAM Funds (UK)
United Kingdom
– -$468K -3,221 Closed
SCA
3727
Sassicaia Capital Advisers
New York
– -$448K -3,081 Closed
CAM
3728
CenterStar Asset Management
Illinois
– -$447K -3,072 Closed
SLA
3729
Silver Lake Advisory
Utah
– -$439K -3,017 Closed
QOP
3730
Quinn Opportunity Partners
Virginia
– -$436K -3,000 Closed
RRCM
3731
Rappaport Reiches Capital Management
Illinois
– -$398K -2,737 Closed
RIM
3732
Redwood Investment Management
Arizona
– -$393K -2,703 Closed
CF
3733
Corrigan Financial
Rhode Island
– -$390K -2,681 Closed
BC
3734
BIT Capital
Germany
– -$343K -2,358 Closed
WFA
3735
WMG Financial Advisors
Tennessee
– -$340K -2,337 Closed
GCM
3736
G2 Capital Management
Ohio
– -$309K -2,121 Closed
CCM
3737
Crabel Capital Management
California
– -$279K -1,916 Closed
PFG
3738
Pinnacle Financial Group
Illinois
– -$274K -1,882 Closed
LFRG
3739
Lazard Frères Gestion
France
– -$267K -1,864 Closed
BFM
3740
Boothbay Fund Management
New York
– -$271K -1,860 Closed
CC
3741
Cipher Capital
New York
– -$236K -1,621 Closed
BCM
3742
Brooktree Capital Management
Michigan
– -$235K -1,613 Closed
WFC
3743
Western Financial Corp
California
– -$233K -1,601 Closed
VI
3744
Versor Investments
New York
– -$233K -1,600 Closed
FCM
3745
Family Capital Management
Michigan
– -$229K -1,576 Closed
FSA
3746
Financial Services Advisory
Maryland
– -$223K -1,533 Closed
ORI
3747
Oak Ridge Investments
Illinois
– -$222K -1,524 Closed
TWM
3748
Triton Wealth Management
Arizona
– -$236K -1,518 Closed
RWA
3749
Redmont Wealth Advisors
Illinois
– -$220K -1,516 Closed
CFC
3750
Coyle Financial Counsel
Illinois
– -$211K -1,454 Closed
147 148 149
150
151