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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
+$668M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$347M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$188M

Top Sellers

1
State Street
State Street
Massachusetts
-$620M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$561M
3
Bank of America
Bank of America
North Carolina
-$417M
4
BlackRock
BlackRock
New York
-$405M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
426
Madison Asset Management
Wisconsin
$37.1M -$9.2M -63,452 -20%
ZIC
427
ZWJ Investment Counsel
Georgia
$36.9M -$269K -1,853 -0.7%
MCI
428
McDonald Capital Investors
California
$36.8M -$547K -3,775 -1%
HPC
429
HM Payson & Co
Maine
$36.5M -$328K -2,265 -0.9%
Man Group
430
Man Group
United Kingdom
$36.5M -$25.4M -174,478 Closed
BF
431
BOK Financial
Oklahoma
$36.4M +$4.53M +32,581 +14%
Wealthfront Advisers
432
Wealthfront Advisers
California
$36.4M +$441K +3,044 +1%
TAM
433
Todd Asset Management
Kentucky
$36.3M +$7.38M +50,884 +26%
First Manhattan
434
First Manhattan
New York
$36M -$747K -5,177 -2%
AIM
435
Achmea Investment Management
Netherlands
$35.9M +$1.64M +11,327 +5%
GI
436
Gradient Investments
Minnesota
$35.7M +$813K +5,608 +2%
SDJVC
437
St. Denis J. Villere & Co
Louisiana
$35.6M -$162K -1,116 -0.5%
FNT
438
First National Trust
Pennsylvania
$35.6M -$641K -4,422 -2%
EMPI
439
Elo Mutual Pension Insurance
Finland
$35.5M -$961K -6,624 -3%
CAG
440
Crestwood Advisors Group
Massachusetts
$35.4M +$11.9M +82,138 +51%
VVP
441
Venture Visionary Partners
Ohio
$35.1M +$466K +3,214 +1%
ISL
442
Ingalls & Snyder LLC
New York
$35.1M -$87.4K -603 -0.2%
MG
443
Markel Group
Virginia
$35M +$1.89M +13,000 +6%
BCI
444
Brinker Capital Investments
Pennsylvania
$35M -$2.73M -18,819 -7%
OPS
445
Orion Portfolio Solutions
Nebraska
$35M -$2.73M -18,819 -7%
CA
446
Clearstead Advisors
Ohio
$34.9M +$18.1M +124,676 +108%
DWP
447
Daymark Wealth Partners
Ohio
$34.6M +$14.1M +137,532 +69%
WSFS
448
Wilmington Savings Fund Society
Delaware
$34.5M -$27.6K -190 -0.1%
BB
449
Busey Bank
Illinois
$34.5M +$57.1K +394 +0.2%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$34.5M +$4.48M +30,924 +15%
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