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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 %
MC
651
Moors & Cabot
Massachusetts
$19.3M +$474K +3,270 +3%
EDRH
652
Edmond de Rothschild Holding
Switzerland
$19.3M -$1.27M -8,755 -6%
ACIM
653
Azimuth Capital Investment Management
Michigan
$19.2M -$332K -2,287 -2%
RAM
654
Rempart Asset Management
Canada
$19.2M +$138K +950 +0.7%
FLII
655
First Long Island Investors
New York
$19.2M +$786K +5,420 +4%
NCM
656
Noesis Capital Mangement
Florida
$19M +$11.7K +81 +0.1%
VLKIM
657
Van Lanschot Kempen Investment Management
Netherlands
$18.9M -$1.85M -12,753 -9%
AFG
658
Albion Financial Group
Utah
$18.8M -$28.9K -199 -0.2%
Jones Financial Companies
659
Jones Financial Companies
Missouri
$18.7M -$1.17M -8,061 -6%
SGK
660
Steigerwald Gordon & Koch
Virginia
$18.7M +$90.9K +627 +0.5%
NEI
661
Northwest & Ethical Investments
Ontario, Canada
$18.7M -$631K -4,352 -3%
BCM
662
Bourgeon Capital Management
Connecticut
$18.7M -$278K -1,918 -1%
VW
663
Vantage Wealth
California
$18.6M -$138K -951 -0.7%
Nomura Holdings
664
Nomura Holdings
Japan
$18.6M -$22.9M -157,602 -55%
ECP
665
Empyrean Capital Partners
California
$18.6M – – –
GVAG
666
Great Valley Advisor Group
Delaware
$18.5M +$1.25M +8,625 +7%
BBA
667
BLB&B Advisors
Pennsylvania
$18.5M -$204K -1,409 -1%
AIMC
668
Alley Investment Management Company
Illinois
$18.4M +$76.9K +530 +0.4%
NB
669
Norinchukin Bank
Japan
$18.4M -$17.7M -122,201 -49%
Optiver Holding
670
Optiver Holding
Netherlands
$18.3M +$17.3M +119,594 +1,859%
MAM
671
Martingale Asset Management
Massachusetts
$18.2M +$1.1M +7,606 +6%
ASN
672
Advisory Services Network
Georgia
$18.2M +$1.42M +9,785 +8%
TA
673
TruWealth Advisors
Louisiana
$18.2M +$279K +1,921 +2%
CANC
674
Culbertson A N & Co
Virginia
$18.2M – – –
NCM
675
Narwhal Capital Management
Georgia
$18.1M -$202K -1,396 -1%
25 26
27
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