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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 %
BCV
726
Banque Cantonale Vaudoise
Switzerland
$15.7M -$896K -6,181 -5%
KWM
727
Kingsview Wealth Management
Oregon
$15.7M +$620K +4,273 +4%
WIC
728
Willis Investment Counsel
Georgia
$15.5M – – –
CTA
729
Colonial Trust Advisors
South Carolina
$15.5M +$106K +730 +0.7%
SIMG
730
Sonora Investment Management Group
Arizona
$15.5M -$127K -873 -0.8%
SHFA
731
SS&H Financial Advisors
Michigan
$15.5M +$15.5M +106,887 New
CTC (Chicago Trading Company)
732
CTC (Chicago Trading Company)
Illinois
$15.5M -$11.5M -79,334 -43%
WC
733
Whitney & Co
New York
$15.5M -$95K -655 -0.6%
Wolverine Trading
734
Wolverine Trading
Illinois
$15.3M +$6.63M +45,741 +76%
TTWM
735
TCV Trust & Wealth Management
Virginia
$15.3M +$393K +2,709 +3%
WB
736
Webster Bank
Connecticut
$15.2M -$74.4K -513 -0.5%
AHC
737
Anderson Hoagland & Co
Missouri
$15.2M +$56K +386 +0.4%
JWM
738
JGP Wealth Management
Oregon
$15.2M +$351K +2,420 +2%
MIA
739
MainStreet Investment Advisors
Illinois
$15.1M -$372K -2,565 -2%
VCA
740
Verdence Capital Advisors
Maryland
$15.1M +$792K +5,462 +6%
TSW
741
Thompson Siegel & Walmsley
Virginia
$15.1M -$1.31K -9 -0%
FA
742
Fiduciary Alliance
South Carolina
$15M +$248K +1,710 +2%
BFA
743
Bragg Financial Advisors
North Carolina
$15M -$181K -1,245 -1%
AIM
744
Avity Investment Management
Connecticut
$15M -$300K -2,067 -2%
UBV
745
United Bank (Virginia)
Virginia
$15M +$354K +2,443 +2%
RCP
746
Rothschild Capital Partners
New York
$15M – – –
TW
747
Transform Wealth
Colorado
$14.9M -$3.04M -20,959 -17%
CSPIA
748
Cary Street Partners Investment Advisory
Virginia
$14.9M +$5.12M +35,318 +52%
EF
749
Empirical Finance
Pennsylvania
$14.8M +$1.4M +9,661 +10%
TIP
750
Torray Investment Partners
Maryland
$14.8M -$451K -3,109 -3%
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