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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 %
MC
801
Middleton & Co
Massachusetts
$13.3M -$393K -2,711 -3%
NMIMC
802
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M -$65.5K -452 -0.5%
GIA
803
GHP Investment Advisors
Colorado
$13.3M +$214K +1,444 +2%
AAS
804
Annex Advisory Services
Wisconsin
$13.3M +$1.98M +13,639 +18%
BIA
805
Biondo Investment Advisors
Pennsylvania
$13.2M +$134K +927 +1%
MA
806
Mutual Advisors
Nebraska
$13.2M +$33.6K +232 +0.3%
KCM
807
Kornitzer Capital Management
Kansas
$13.2M +$48.9K +337 +0.4%
OMC
808
Overbrook Management Corp
New York
$13.2M -$75K -517 -0.6%
BFEC
809
Benjamin F. Edwards & Company
Missouri
$13.2M -$740K -5,101 -5%
WFMPM
810
Woodley Farra Manion Portfolio Management
Indiana
$13.1M -$1.93M -13,315 -13%
TC
811
Telemus Capital
Michigan
$13.1M -$807K -5,568 -6%
CFC
812
Cincinnati Financial Corp
Ohio
$13.1M – – –
BFIM
813
Beese Fulmer Investment Management
Ohio
$13M +$52.8K +364 +0.4%
FFM
814
Forum Financial Management
Illinois
$13M +$1.6K +11 +0%
Capstone Investment Advisors
815
Capstone Investment Advisors
New York
$12.9M +$12.7M +87,797 +9,350%
GC
816
Grimes & Company
Massachusetts
$12.9M -$21.9K -151 -0.2%
TPCW
817
TD Private Client Wealth
New York
$12.8M -$1.61M -11,082 -11%
LIM
818
Leavell Investment Management
Alabama
$12.8M +$13.6K +94 +0.1%
TF
819
Talbot Financial
Washington
$12.8M +$24.5K +169 +0.2%
CAMG
820
CWA Asset Management Group
Florida
$12.8M +$303K +2,092 +2%
EARNEST Partners
821
EARNEST Partners
Georgia
$12.7M -$711K -4,906 -5%
JIR
822
James Investment Research
Ohio
$12.7M -$101K -694 -0.8%
MA
823
Montag & Associates
Georgia
$12.7M +$89.5K +617 +0.7%
PCA
824
Pallas Capital Advisors
Massachusetts
$12.7M +$772K +5,620 +6%
TCOT
825
Trust Company of Toledo
Ohio
$12.7M +$610K +4,208 +5%
31 32
33
34 35