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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 %
SAM
876
Shell Asset Management
Netherlands
$11.4M -$1.58M -10,871 -12%
WCM
877
Whitener Capital Management
North Carolina
$11.4M -$46.1K -318 -0.4%
LMIM
878
Lockheed Martin Investment Management
Maryland
$11.4M -$1.91M -13,600 -14%
PMAM
879
Picton Mahoney Asset Management
Ontario, Canada
$11.3M +$6.39M +44,047 +129%
AP
880
Archon Partners
New Jersey
$11.3M +$11.3M +78,000 New
CWM
881
Circle Wealth Management
New Jersey
$11.3M +$355K +2,448 +3%
BCM
882
Barometer Capital Management
Ontario, Canada
$11.3M +$2.75M +19,135 +32%
PAIM
883
Punch & Associates Investment Management
Minnesota
$11.2M +$93.4K +644 +0.8%
CIS
884
Connors Investor Services
Pennsylvania
$11.2M +$59.5K +410 +0.5%
WAM
885
Winslow Asset Management
Ohio
$11.2M -$203K -1,398 -2%
HI
886
Horizon Investments
North Carolina
$11.1M -$103K -717 -0.9%
GAB
887
German American Bancorp
Indiana
$11.1M +$172K +1,183 +2%
TCM
888
Telos Capital Management
California
$11.1M -$106K -730 -0.9%
1SB
889
1ST Source Bank
Indiana
$11.1M -$51.3K -354 -0.5%
ISB
890
Iowa State Bank
Iowa
$11.1M -$49.3K -340 -0.4%
AIMCA
891
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11M – – –
HAI
892
Hennessy Advisors Inc
California
$11M -$1.07M -7,400 -9%
SB
893
Simmons Bank
Arkansas
$11M -$358K -2,470 -3%
SMFG
894
Sumitomo Mitsui Financial Group
Japan
$11M +$543K +3,742 +5%
WF
895
WoodTrust Financial
Wisconsin
$11M +$1.31K +9 +0%
NSAM
896
North Star Asset Management
Wisconsin
$11M -$12.2K -84 -0.1%
LFAS
897
Level Four Advisory Services
Texas
$11M -$1.91M -13,194 -15%
MFAM
898
Motley Fool Asset Management
Virginia
$11M +$836K +5,764 +8%
BWFA
899
Baltimore-Washington Financial Advisors
Maryland
$11M -$40.9K -282 -0.4%
WBC
900
Westpac Banking Corp
Australia
$11M +$5.4M +37,216 +97%
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