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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 %
MGIA
776
Moneta Group Investment Advisors
Missouri
$13.9M -$7.54K -52 -0.1%
TFS
777
Thoroughbred Financial Services
Tennessee
$13.9M +$4.73M +32,583 +52%
BBI
778
Baxter Bros Inc
Connecticut
$13.9M -$692K -4,774 -5%
LNWWM
779
Laird Norton Wetherby Wealth Management
California
$13.9M +$352K +2,430 +3%
Assenagon Asset Management
780
Assenagon Asset Management
Luxembourg
$13.9M +$264K +1,817 +2%
CC
781
Courier Capital
New York
$13.8M -$485K -3,343 -3%
EWM
782
Edge Wealth Management
New York
$13.8M -$161K -1,112 -1%
LNB
783
Ledyard National Bank
$13.8M +$162K +1,114 +1%
FNFDCM
784
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.8M -$410K -2,829 -3%
WCMN
785
Westchester Capital Management (Nebraska)
Nebraska
$13.7M +$35.5K +245 +0.3%
GG
786
Greenwood Gearhart
Arkansas
$13.7M +$191K +1,315 +1%
AJ
787
Ashburton (Jersey)
Jersey
$13.7M – – –
VIM
788
Vancity Investment Management
British Columbia, Canada
$13.7M – – –
LS
789
Livforsakringsbolaget Skandia
Sweden
$13.6M +$261K +1,800 +2%
PAM
790
Peak Asset Management
Colorado
$13.6M -$79.9K -551 -0.6%
SS
791
Simplicity Solutions
Minnesota
$13.6M -$1.26M -8,683 -8%
VIP
792
Vantage Investment Partners
Missouri
$13.5M +$824K +5,685 +6%
RPC
793
Rossmore Private Capital
Connecticut
$13.5M -$15.8K -109 -0.1%
CCC
794
Cincinnati Casualty Company
Ohio
$13.5M – – –
CSUI
795
Cincinnati Specialty Underwriters Insurance
Ohio
$13.5M – – –
CIA
796
CCM Investment Advisers
South Carolina
$13.5M +$59K +407 +0.4%
NEAM
797
New England Asset Management
Connecticut
$13.5M -$805K -5,552 -6%
PI
798
PEAK6 Investments
Illinois
$13.4M +$3.35M +23,120 +33%
SIS
799
Strategic Investment Solutions
Illinois
$13.4M +$13.2M +87,964 +6,292%
SHGA
800
Sand Hill Global Advisors
California
$13.4M -$158K -1,091 -1%
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