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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 %
AssetMark Inc
676
AssetMark Inc
California
$18.1M +$1.47M +10,137 +9%
AFCM
677
Applied Finance Capital Management
Puerto Rico
$18.1M +$736K +5,073 +4%
KFP
678
KMG Fiduciary Partners
Ohio
$18M +$183K +1,261 +1%
PA
679
Parallel Advisors
California
$18M +$620K +4,277 +4%
PWM
680
Perigon Wealth Management
California
$17.9M -$225K -1,552 -1%
N
681
Natixis
France
$17.9M -$20.6M -142,249 -53%
GT
682
Greenleaf Trust
Michigan
$17.7M +$1.33M +9,188 +8%
NRG
683
Nemes Rush Group
Michigan
$17.7M +$219K +1,508 +1%
CHAM
684
Clear Harbor Asset Management
Connecticut
$17.6M -$489K -3,371 -3%
BHIA
685
Birch Hill Investment Advisors
Massachusetts
$17.5M -$230K -1,589 -1%
FAB
686
First American Bank
Illinois
$17.5M -$535K -3,686 -3%
PMG
687
ProVise Management Group
Florida
$17.5M +$181K +1,249 +1%
MLICM
688
Metropolitan Life Insurance Company (MetLife)
New York
$17.4M -$1.03M -7,114 -6%
VSI
689
Verde Servicos Internacionais
Brazil
$17.4M +$4.57M +31,530 +36%
LF
690
Longbow Finance
Switzerland
$17.4M -$56.6K -390 -0.3%
Acadian Asset Management
691
Acadian Asset Management
Massachusetts
$17.4M -$3.45M -23,816 -17%
LW
692
Linscomb Wealth
Texas
$17.4M -$922K -6,361 -5%
GIA
693
Gladstone Institutional Advisory
Florida
$17.3M +$5.74M +39,561 +50%
AUB
694
Atlantic Union Bankshares
Virginia
$17.3M +$64.1K +442 +0.4%
PAS
695
Park Avenue Securities
New York
$17.2M +$399K +2,754 +2%
CIA
696
Choate Investment Advisors
Massachusetts
$17.2M +$1.7M +11,754 +11%
HLCM
697
Hi-Line Capital Management
South Dakota
$17.2M -$42.3K -292 -0.2%
SW
698
SteelPeak Wealth
California
$17.1M -$5.19M -35,788 -23%
GCM
699
Graham Capital Management
Connecticut
$17.1M +$14M +96,245 +450%
M
700
MOTCO
Texas
$17M -$340K -2,346 -2%
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