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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 %
PFO
451
Pathstone Family Office
New Jersey
$34.5M +$25.5M +174,527 +283%
PWP
452
Private Wealth Partners
California
$34.4M +$37.9K +261 +0.1%
FHA
453
First Horizon Advisors
Tennessee
$34.4M +$199K +1,370 +0.6%
BS
454
Banco Santander
Spain
$34.3M +$1.62M +11,176 +5%
HIMC
455
Heritage Investors Management Corp
Maryland
$34.2M -$598K -4,121 -2%
JIC
456
Johnson Investment Counsel
Ohio
$34.2M +$1.53M +10,573 +5%
KPWS
457
Kestra Private Wealth Services
Texas
$34.1M +$4.74M +32,681 +16%
VPIM
458
Vanguard Personalized Indexing Management
California
$33.9M +$2.24M +15,425 +7%
NW
459
NewEdge Wealth
Pennsylvania
$33.8M +$3.23M +22,264 +11%
IC
460
IEQ Capital
California
$33.8M +$561K +3,871 +2%
BCM
461
Bridgeway Capital Management
Texas
$33.6M -$3.45M -23,790 -9%
CA
462
Cetera Advisors
Colorado
$33.6M +$1.08M +7,480 +3%
EB
463
Eastern Bank
Massachusetts
$33.3M -$5.85M -40,370 -15%
LA
464
LBP AM
France
$33.3M +$3.09M +21,307 +10%
KRS
465
Kentucky Retirement Systems
Kentucky
$33.1M -$976K -6,728 -3%
OPERF
466
Oregon Public Employees Retirement Fund
Oregon
$32.6M -$415K -2,865 -1%
SIC
467
Salem Investment Counselors
North Carolina
$32.5M +$388K +2,676 +1%
MCM
468
Mill Capital Management
North Carolina
$32.5M -$18.9K -130 -0.1%
WT
469
Washington Trust
Rhode Island
$32.5M -$1.74M -12,007 -5%
MSRPS
470
Maryland State Retirement & Pension System
Maryland
$32.2M -$191K -1,314 -0.6%
SFA
471
Sequoia Financial Advisors
Ohio
$32.1M +$532K +3,666 +2%
SSWM
472
Smith Salley Wealth Management
North Carolina
$32.1M +$906K +6,246 +3%
FNBOO
473
First National Bank of Omaha
Nebraska
$32.1M -$3.49M -24,092 -10%
SWP
474
Stratos Wealth Partners
Ohio
$32M +$1.45M +9,985 +5%
CS
475
Cannell & Spears
New York
$31.9M -$142K -978 -0.4%
17 18
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