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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 %
OA
601
Oak Associates
Ohio
$22.6M +$379K +2,611 +2%
BCM
602
Brookstone Capital Management
Illinois
$22.6M +$83.4K +574 +0.4%
FFIC
603
First Fiduciary Investment Counsel
Ohio
$22.6M -$724K -4,992 -3%
AT
604
Arvest Trust
Oklahoma
$22.5M -$118K -811 -0.5%
HWM
605
HB Wealth Management
Georgia
$22.4M +$2.23M +15,357 +11%
SCA
606
Stonebridge Capital Advisors
Minnesota
$22.3M +$305K +2,102 +1%
AWM
607
Absher Wealth Management
North Carolina
$22.3M +$560K +3,860 +3%
GFS
608
GYL Financial Synergies
Connecticut
$22.2M -$55.7K -384 -0.3%
GC
609
Gratus Capital
Georgia
$22.1M +$177K +1,223 +0.8%
NMERB
610
New Mexico Educational Retirement Board
New Mexico
$22.1M +$1.38M +9,500 +7%
Credit Agricole
611
Credit Agricole
France
$21.9M +$4.36M +30,079 +25%
FNBT
612
FineMark National Bank & Trust
Florida
$21.9M -$253K -1,745 -1%
HPG
613
Harvest Portfolios Group
Ontario, Canada
$21.8M -$1.35M -9,315 -6%
ZCM
614
Ziegler Capital Management
Illinois
$21.8M -$897K -6,183 -4%
WAS
615
Wesleyan Assurance Society
United Kingdom
$21.8M – – –
MSR
616
Main Street Research
Connecticut
$21.7M +$9.62M +66,334 +79%
EIP
617
Easterly Investment Partners
Massachusetts
$21.7M -$1.1M -7,557 -5%
VFA
618
Valeo Financial Advisors
Indiana
$21.6M +$100K +802 +0.5%
TBA
619
Tower Bridge Advisors
Pennsylvania
$21.6M +$43.9K +303 +0.2%
CAC
620
Core Alternative Capital
Georgia
$21.4M -$780K -5,382 -4%
FDCC
621
Foster Dykema Cabot & Co
Massachusetts
$21.4M +$51.3K +354 +0.2%
PCM
622
Parsons Capital Management
Rhode Island
$21.3M -$134K -927 -0.6%
BG
623
Bollard Group
Massachusetts
$21.2M -$227K -1,565 -1%
VV
624
Verity & Verity
South Carolina
$21.2M -$5.5M -37,957 -21%
TC
625
TownSquare Capital
Utah
$21.1M -$821K -5,663 -4%
23 24
25
26 27