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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 %
CB
851
Community Bank
New York
$12M -$176K -1,213 -1%
AWM
852
Apollon Wealth Management
South Carolina
$11.9M -$206K -1,422 -2%
RP
853
Rice Partnership
Hawaii
$11.9M +$75.4K +520 +0.6%
CC
854
Cannell & Co
New York
$11.9M +$59K +407 +0.5%
SWM
855
Stockman Wealth Management
Montana
$11.9M -$442K -3,049 -4%
IAN
856
Integrated Advisors Network
Texas
$11.9M -$227K -1,564 -2%
HFS
857
Haverford Financial Services
Pennsylvania
$11.9M -$33.1K -228 -0.3%
SGA
858
Strategic Global Advisors
California
$11.8M -$592K -4,082 -5%
QIM
859
Quantitative Investment Management
Virginia
$11.8M +$11.8M +81,517 New
WIC
860
Woodmont Investment Counsel
Tennessee
$11.8M -$61.6K -425 -0.5%
CPIG
861
Chicago Partners Investment Group
Illinois
$11.8M -$712K -5,052 -6%
FFP
862
FourThought Financial Partners
Florida
$11.8M -$22.6K -156 -0.2%
MOS
863
MGO One Seven
Ohio
$11.8M +$372K +2,568 +3%
FSA
864
Fort Sheridan Advisors
Illinois
$11.7M +$577K +3,976 +5%
JWBC
865
J.W. Burns & Co
New York
$11.7M -$120K -825 -1%
CCM
866
Coldstream Capital Management
Washington
$11.6M +$260K +1,795 +2%
GAI
867
General American Investors
New York
$11.6M – – –
SWA
868
Stratos Wealth Advisors
Ohio
$11.6M +$2.7M +18,601 +30%
VAS
869
Valicenti Advisory Services
New York
$11.6M +$322K +2,220 +3%
TIM
870
Thompson Investment Management
Wisconsin
$11.5M -$295K -2,035 -2%
PNAA
871
Pictet North America Advisors
Switzerland
$11.5M -$2.06M -14,226 -15%
TCA
872
Transcend Capital Advisors
New Jersey
$11.5M -$195K -1,345 -2%
SPC
873
Sigma Planning Corp
Michigan
$11.5M -$953K -6,570 -8%
GH
874
GAM Holding
Switzerland
$11.5M -$38.6K -266 -0.3%
KWMG
875
King Wealth Management Group
Florida
$11.4M +$76.9K +530 +0.7%
33 34
35
36 37