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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 %
CA
551
Cullinan Associates
Kentucky
$26M +$115K +793 +0.4%
CTC
552
Central Trust Company
Missouri
$26M +$571K +3,937 +2%
GGS
553
Galvin Gaustad & Stein
Arizona
$26M -$1.26M -8,684 -5%
NFC
554
Northeast Financial Consultants
Connecticut
$25.9M +$153K +1,053 +0.6%
CTI
555
Community Trust & Investment
Kentucky
$25.8M -$73.7K -508 -0.3%
AAM
556
Ardevora Asset Management
United Kingdom
$25.8M +$25.8M +177,902 New
CWM
557
Congress Wealth Management
Massachusetts
$25.8M +$1.15M +7,913 +5%
AAIM
558
American Assets Investment Management
California
$25.8M – – –
JAFL
559
Jay A. Fishman Ltd
Michigan
$25.7M -$2.34M -16,159 -8%
DDPIC
560
Deroy & Devereaux Private Investment Counsel
Michigan
$25.6M -$334K -2,301 -1%
BCP
561
Blue Chip Partners
Michigan
$25.5M +$200K +1,379 +0.8%
RWP
562
RWA Wealth Partners
Massachusetts
$25.5M +$510K +3,520 +2%
KIA
563
KCM Investment Advisors
California
$25.4M -$183K -1,260 -0.7%
GL
564
Gemsstock Ltd
United Kingdom
$25.4M -$16.7M -115,500 -40%
AIM
565
Allen Investment Management
New York
$25.3M +$3.47M +23,894 +16%
FMLI
566
Fukoku Mutual Life Insurance
Japan
$25.3M +$2.1M +14,500 +9%
CFG
567
Citizens Financial Group
Rhode Island
$25.3M -$1.67M -11,526 -6%
CCFCSB
568
Cape Cod Five Cents Savings Bank
Massachusetts
$25.2M +$12.8M +88,549 +104%
PF
569
Phoenix Financial
Israel
$25.2M +$2.48M +17,102 +11%
AA
570
ALPS Advisors
Colorado
$25.2M +$24M +165,309 +2,011%
ACA
571
Aptus Capital Advisors
Alabama
$25.1M +$1.05M +7,255 +4%
USCWA
572
U.S. Capital Wealth Advisors
Texas
$25M -$965K -6,656 -4%
PCM
573
Palisade Capital Management
New Jersey
$25M -$332K -2,291 -1%
AP
574
Appleton Partners
Massachusetts
$25M -$464K -3,201 -2%
LG
575
LaFleur & Godfrey
Michigan
$24.8M -$372K -2,562 -1%
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