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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 %
BPCE
526
Bank Pictet & Cie (Europe)
Germany
$27.8M -$17.8K -123 -0.1%
HFS
527
Hantz Financial Services
Michigan
$27.8M +$688K +4,744 +3%
EGA
528
Eagle Global Advisors
Texas
$27.6M -$103K -713 -0.4%
SAM
529
Silvercrest Asset Management
New York
$27.5M +$102K +700 +0.4%
MCM
530
Maple Capital Management
Vermont
$27.5M +$97.7K +674 +0.4%
MLL
531
Moody Lynn & Lieberson
Massachusetts
$27.4M +$2.19M +15,121 +9%
CIP
532
Chartwell Investment Partners
Pennsylvania
$27.4M -$1.3M -8,978 -5%
AAS
533
Avantax Advisory Services
Texas
$27.4M +$2.34M +16,124 +9%
SRC
534
Shufro Rose & Co
New York
$27.4M -$495K -3,413 -2%
DWM
535
Dakota Wealth Management
Florida
$27.2M +$1.23M +8,470 +5%
IAA
536
Independent Advisor Alliance
North Carolina
$27M +$1.33M +9,140 +5%
FBA
537
Front Barnett Associates
Illinois
$27M -$907K -6,253 -3%
CDH
538
Charles D. Hyman
$27M +$178K +1,229 +0.7%
WAM
539
Wilsey Asset Management
California
$27M +$573K +3,950 +2%
NMIFOAC
540
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.8M – – –
LCS
541
Levin Capital Strategies
New York
$26.8M -$620K -4,274 -2%
FSA
542
Franklin Street Advisors
North Carolina
$26.7M -$1.25M -8,648 -4%
Pacer Advisors
543
Pacer Advisors
Pennsylvania
$26.7M +$473K +3,259 +2%
NP
544
NS Partners
United Kingdom
$26.5M -$238K -1,644 -0.9%
API
545
Advisor Partners II
California
$26.5M +$1.93M +13,339 +8%
NIG
546
NFJ Investment Group
Texas
$26.3M -$1.47M -10,167 -5%
IMRF
547
Illinois Municipal Retirement Fund
Illinois
$26.1M +$5M +34,474 +24%
HW
548
Hancock Whitney
Mississippi
$26.1M -$585K -4,034 -2%
LSERS
549
Louisiana State Employees Retirement System
Louisiana
$26.1M -$102K -700 -0.4%
AWS
550
Atria Wealth Solutions
New York
$26.1M -$1.41M -9,704 -5%
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