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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 %
VFM
826
Viking Fund Management
North Dakota
$12.6M -$870K -6,000 -6%
TCM
827
Tufton Capital Management
Maryland
$12.6M -$19.6K -135 -0.2%
SFS
828
Sowell Financial Services
Arkansas
$12.6M +$2.2M +15,178 +21%
HVIA
829
Hudson Valley Investment Advisors
New York
$12.6M +$43.7K +301 +0.3%
JC
830
JB Capital
Connecticut
$12.6M +$832K +5,736 +7%
CCM
831
Cohen Capital Management
California
$12.6M – – –
H
832
HoyleCohen
California
$12.5M +$40.9K +282 +0.3%
BHWM
833
Bar Harbor Wealth Management
New Hampshire
$12.5M -$238K -1,642 -2%
SG Americas Securities
834
SG Americas Securities
New York
$12.5M -$1.25M -8,652 -9%
NCM
835
Novare Capital Management
North Carolina
$12.4M -$101K -696 -0.8%
MIC
836
Means Investment Company
Maine
$12.4M -$573K -3,948 -4%
LWM
837
Lyell Wealth Management
California
$12.4M -$198K -1,366 -2%
M2MC
838
Matthew 25 Management Corp
Pennsylvania
$12.3M – – –
BRCM
839
Bright Rock Capital Management
Massachusetts
$12.3M – – –
SCM
840
Schnieders Capital Management
California
$12.3M -$272K -1,877 -2%
AMBIA
841
Allen Mooney & Barnes Investment Advisors
Georgia
$12.3M +$484K +3,340 +4%
BFG
842
Bleakley Financial Group
New Jersey
$12.2M -$1.05M -7,208 -8%
DT
843
Diversified Trust
Tennessee
$12.2M -$4.48M -30,903 -27%
GJCM
844
Grand Jean Capital Management
California
$12.2M – – –
DWT
845
Dorsey & Whitney Trust
South Dakota
$12.2M +$157K +1,085 +1%
PAM
846
Palisade Asset Management
Minnesota
$12.2M +$5.51K +38 +0%
ERIC
847
Eagle Rock Investment Company
Georgia
$12M -$434K -2,993 -3%
AF
848
Allworth Financial
California
$12M +$458K +3,158 +4%
PA
849
Procyon Advisors
Connecticut
$12M +$1.96M +13,530 +20%
GCM
850
Genus Capital Management
British Columbia, Canada
$12M +$1.82M +12,520 +18%
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