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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 %
MWM
626
Moran Wealth Management
Florida
$21.1M +$20.5M +141,030 +3,178%
AHB
627
Abner Herrman & Brock
New Jersey
$20.9M -$481K -3,320 -2%
SC
628
SouthState Corp
Florida
$20.9M +$85K +586 +0.4%
NB
629
NBT Bank
New York
$20.8M +$6.63M +45,699 +47%
PP
630
Patten & Patten
Tennessee
$20.7M -$77.6K -535 -0.4%
DMIC
631
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.3M -$1.7M -11,699 -8%
LCM
632
Logan Capital Management
Pennsylvania
$20.3M -$2.1M -14,496 -9%
NRS
633
Neville Rodie & Shaw
New York
$20.1M -$49.9K -344 -0.2%
DCM
634
Dupont Capital Management
Delaware
$20.1M +$10.3M +70,852 +105%
RMC
635
Resources Management Corp
Connecticut
$20M -$146K -1,006 -0.7%
CA
636
Callahan Advisors
Texas
$19.9M +$52.5K +362 +0.3%
B
637
Bailard
California
$19.9M +$1.66M +11,423 +9%
HSA
638
HBK Sorce Advisory
Pennsylvania
$19.8M -$464K -3,201 -2%
MWM
639
Meridian Wealth Management
Kentucky
$19.8M +$2.08M +14,310 +12%
MGP
640
Metis Global Partners
California
$19.8M +$2.77M +19,099 +16%
AWCI
641
Alpine Woods Capital Investors
New York
$19.7M -$484K -3,335 -2%
KCM
642
Kanawha Capital Management
Virginia
$19.7M +$401K +2,767 +2%
RC
643
RBO & Co
California
$19.6M -$105K -721 -0.5%
PFS
644
Prospera Financial Services
Texas
$19.6M +$87.9K +606 +0.5%
AWM
645
Axxcess Wealth Management
California
$19.6M +$9.75M +67,243 +99%
SCA
646
Snowden Capital Advisors
New York
$19.5M +$2.5M +21,690 +15%
OPCM
647
Osborne Partners Capital Management
California
$19.5M -$7.25K -50 -0%
PCIA
648
Prime Capital Investment Advisors
Kansas
$19.5M +$253K +1,745 +1%
ECM
649
Evergreen Capital Management
Washington
$19.4M -$88.8K -612 -0.5%
OIA
650
OneDigital Investment Advisors
Kansas
$19.4M +$951K +6,556 +5%
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