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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 %
TAM
401
Tocqueville Asset Management
New York
$40M +$1.04M +7,164 +3%
BIAS
402
Beacon Investment Advisory Services
New Jersey
$39.8M -$551K -3,801 -1%
ST
403
Sabal Trust
Florida
$39.6M -$617K -4,256 -2%
Lido Advisors
404
Lido Advisors
California
$39.4M +$6.63M +45,715 +20%
AI
405
Atria Investments
North Carolina
$39.3M +$3.23M +22,249 +9%
BPWM
406
Badgley Phelps Wealth Managers
Washington
$39.3M +$1.28M +8,808 +3%
MHC
407
Meyer Handelman Company
New York
$39.2M +$2.99M +20,650 +8%
NAM
408
NorthCrest Asset Manangement
Minnesota
$39.1M -$816K -5,626 -2%
GIBU
409
Gulf International Bank (UK)
United Kingdom
$39M -$3.93M -27,124 -9%
DWM
410
Destination Wealth Management
California
$38.8M -$607K -4,187 -2%
GI
411
GAMCO Investors
Connecticut
$38.8M -$4M -27,603 -9%
BCIM
412
British Columbia Investment Management
British Columbia, Canada
$38.6M +$103K +713 +0.3%
NIM
413
Nexus Investment Management
Ontario, Canada
$38.3M -$147K -1,015 -0.4%
CI
414
Conning Inc
Connecticut
$38.3M -$1.54M -10,645 -4%
SI
415
Stephens Inc
Arkansas
$38.3M -$2.49M -17,168 -6%
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$38M -$1.7M -11,721 -4%
HP
417
Hosking Partners
United Kingdom
$38M +$6.37M +43,892 +20%
PCH
418
Polar Capital Holdings
United Kingdom
$37.9M -$161K -1,112 -0.4%
SC
419
Searle & Co
Connecticut
$37.9M – – –
MWM
420
Modera Wealth Management
New Jersey
$37.8M -$1.28M -8,792 -3%
CVA
421
Ceredex Value Advisors
Florida
$37.7M -$31.8K -219 -0.1%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$37.6M +$7.17M +49,424 +24%
ACM
423
Argent Capital Management
Missouri
$37.6M -$3.69M -25,437 -9%
TAM
424
Taurus Asset Management
New York
$37.1M -$188K -1,295 -0.5%
BIM
425
Bridges Investment Management
Nebraska
$37.1M -$1.17M -8,094 -3%
15 16
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