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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 %
CTA
501
Chesley Taft & Associates
Illinois
$29.7M -$98.6K -680 -0.3%
FPCG
502
Fort Pitt Capital Group
Pennsylvania
$29.7M +$563K +3,885 +2%
OC
503
Oakworth Capital
Alabama
$29.7M -$1.08M -7,481 -4%
OCBCO
504
Oversea-Chinese Banking Corp (OCBC)
Singapore
$29.7M +$6.31M +43,488 +27%
DJSG
505
D.J. St. Germain
Massachusetts
$29.4M -$875K -6,034 -3%
TNB
506
Thomasville National Bank
Georgia
$29.3M -$80.5K -555 -0.3%
ECM
507
Estabrook Capital Management
New York
$29.2M -$106K -728 -0.4%
PWAG
508
Polaris Wealth Advisory Group
California
$29.2M +$4.89M +33,706 +20%
CCMIC
509
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$29.1M +$29.6K +204 +0.1%
JCM
510
Janney Capital Management
Pennsylvania
$29M +$154K +1,059 +0.5%
CS
511
Central Securities
New York
$29M -$4.35M -30,000 -13%
NSGL
512
No Street GP LP
California
$29M -$3.63M -25,000 -11%
HCMT
513
Highland Capital Management (Tennessee)
Tennessee
$29M -$984K -6,784 -3%
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$28.9M -$1.03M -7,089 -3%
WBG
515
Wharton Business Group
Pennsylvania
$28.8M +$2.23M +15,347 +8%
DILIC
516
Dai-ichi Life Insurance Company
Japan
$28.8M -$94.6K -652 -0.3%
TCOV
517
Trust Company of Vermont
Vermont
$28.7M +$240K +1,652 +0.8%
ACA
518
Anchor Capital Advisors
Massachusetts
$28.6M +$1.66M +11,460 +6%
PR
519
Payden & Rygel
California
$28.5M +$783K +5,400 +3%
PRIG
520
Payden & Rygel Investment Group
California
$28.5M +$28.5M +196,680 New
CGIM
521
Capital Group Investment Management
Singapore
$28.5M -$7.9M -54,494 -22%
LI
522
LMCG Investments
Massachusetts
$28.2M -$568K -3,920 -2%
CA
523
Cornerstone Advisors
North Carolina
$28.1M -$11.2M -77,000 -28%
CCM
524
Chilton Capital Management
Texas
$28.1M -$523K -3,606 -2%
HR
525
Howe & Rusling
New York
$28M -$3.63K -25 -0%
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