JPM icon

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 %
SC
701
Savant Capital
Illinois
$16.9M -$420K -2,898 -2%
PCMF
702
Private Capital Management (Florida)
Florida
$16.9M -$658K -4,534 -4%
SCA
703
Stillwater Capital Advisors
Pennsylvania
$16.8M +$63.2K +436 +0.4%
WSTAM
704
Wilbanks Smith & Thomas Asset Management
Virginia
$16.8M +$335K +2,308 +2%
CIM
705
Courant Investment Management
Tennessee
$16.6M – – –
GCA
706
Guardian Capital Advisors
Ontario, Canada
$16.6M -$900K -6,160 -5%
PIM
707
Penobscot Investment Management
Massachusetts
$16.6M +$3.11M +21,439 +23%
DMC
708
Drexel Morgan & Co
Pennsylvania
$16.4M – – –
JMFC
709
J.M. Forbes & Co
Massachusetts
$16.3M +$81.8K +564 +0.5%
FAM
710
Fred Alger Management
New York
$16.3M -$118M -811,896 -88%
AHC
711
Adell Harriman & Carpenter
Texas
$16.3M +$142K +977 +0.9%
CAM
712
Congress Asset Management
Massachusetts
$16.3M -$51.2K -353 -0.3%
SCM
713
Shelton Capital Management
Colorado
$16.1M -$454K -3,129 -3%
JPMIA
714
J.P. Marvel Investment Advisors
Massachusetts
$16.1M – – –
DP
715
Dearborn Partners
Illinois
$16.1M -$34.1K -235 -0.2%
BIC
716
Beach Investment Counsel
Pennsylvania
$16.1M +$480K +3,313 +3%
WTB
717
Washington Trust Bank
Washington
$16.1M +$2.76K +19 +0%
OHIS
718
Oak Harvest Investment Services
Texas
$16.1M +$278K +1,915 +2%
IWC
719
Integrated Wealth Concepts
Massachusetts
$16M +$140K +965 +0.9%
CNBT
720
Canandaigua National Bank & Trust
New York
$15.9M -$92.4K -637 -0.6%
TYCC
721
Texas Yale Capital Corp
Florida
$15.9M -$21.2K -146 -0.1%
WAS
722
Wealth Advisory Solutions
Indiana
$15.8M +$7.39M +46,931 +88%
LNC
723
Lincoln National Corp
Pennsylvania
$15.7M +$468K +3,226 +3%
CWM
724
Cabot Wealth Management
Massachusetts
$15.7M +$154K +1,065 +1%
GIM
725
Grassi Investment Management
California
$15.7M -$36K -248 -0.2%
27 28
29
30 31