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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 %
FCBT
751
First Citizens Bank & Trust
North Carolina
$14.8M -$1.76M -12,127 -11%
KRSITF
752
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14.8M -$436K -3,004 -3%
BCM
753
BTC Capital Management
Iowa
$14.8M +$566K +3,903 +4%
FG
754
Fiduciary Group
Georgia
$14.8M -$131K -901 -0.9%
BBHC
755
Brown Brothers Harriman & Co
New York
$14.7M +$327K +2,256 +2%
PWP
756
Perfromance Wealth Partners
Illinois
$14.7M -$31.2K -215 -0.2%
CA
757
CSM Advisors
Pennsylvania
$14.7M -$238K -1,640 -2%
FCH
758
Freestone Capital Holdings
Washington
$14.7M +$1.54M +10,634 +12%
QCM
759
Quantinno Capital Management
New York
$14.6M +$3.1M +21,365 +27%
FAT
760
First American Trust
California
$14.6M -$264K -1,821 -2%
CWM
761
Curi Wealth Management
North Carolina
$14.6M -$892K -6,151 -6%
AIM
762
Artemis Investment Management
United Kingdom
$14.6M +$1.09M +7,533 +8%
FTC
763
Farmers Trust Company
Ohio
$14.6M +$696K +4,801 +5%
EF
764
Empowered Funds
Pennsylvania
$14.5M +$774K +5,334 +6%
SWM
765
Spire Wealth Management
Virginia
$14.5M +$7.28M +50,176 +101%
UAS
766
United Asset Strategies
New York
$14.4M -$457K -3,152 -3%
MYLI
767
Meiji Yasuda Life Insurance
Japan
$14.3M +$3.25M +22,407 +29%
MC
768
Miramar Capital
Illinois
$14.3M -$3.96M -27,323 -22%
AF
769
Alerus Financial
North Dakota
$14.3M +$4.98M +34,344 +54%
WS
770
Wedbush Securities
California
$14.2M -$610K -4,204 -4%
YC
771
Yarbrough Capital
Tennessee
$14.2M – – –
O
772
Ossiam
France
$14.2M +$7.52M +51,828 +113%
PAM
773
Private Asset Management
California
$14M -$2.24M -15,460 -14%
MYAM
774
Meiji Yasuda Asset Management
Japan
$14M +$1.03M +7,084 +8%
FFBTD
775
First Financial Bank - Trust Division
Ohio
$13.9M -$376K -2,591 -3%
29 30
31
32 33