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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 %
SBIA
901
Sheaff Brock Investment Advisors
Indiana
$11M -$101K -699 -0.9%
NSEDCP
902
NJ State Employees Deferred Compensation Plan
New Jersey
$10.8M – – –
TF
903
Tompkins Financial
New York
$10.8M +$906K +6,250 +9%
GP
904
Girard Partners
Pennsylvania
$10.8M -$422K -2,913 -4%
VC
905
Vestor Capital
Illinois
$10.8M +$99.5K +686 +0.9%
TCM
906
Twin Capital Management
Pennsylvania
$10.8M -$23.8K -164 -0.2%
OCAM
907
Onex Canada Asset Management
Ontario, Canada
$10.8M -$2.07M -14,271 -16%
NC
908
NewSquare Capital
Pennsylvania
$10.7M +$652K +4,540 +6%
TI
909
Tidal Investments
Wisconsin
$10.7M +$1.23M +8,453 +13%
AWAG
910
ARS Wealth Advisors Group
Florida
$10.7M -$183K -1,263 -2%
SIC
911
SFE Investment Counsel
California
$10.7M -$130K -896 -1%
WIC
912
WealthBridge Investment Counsel
Alberta, Canada
$10.7M -$152K -1,050 -1%
AIA
913
Allied Investment Advisors
Montana
$10.7M +$88K +607 +0.8%
ATPW
914
Ashton Thomas Private Wealth
Arizona
$10.6M +$13.6K +94 +0.1%
HT
915
Heritage Trust
Oklahoma
$10.6M -$19.1K -132 -0.2%
CCB
916
Country Club Bank
Missouri
$10.6M -$80.6K -546 -0.8%
CCG
917
Cypress Capital Group
Florida
$10.6M +$44.4K +306 +0.4%
BONST
918
Bank of Nova Scotia Trust
Ontario, Canada
$10.6M -$439K -3,024 -4%
CK
919
Cohen Klingenstein
New York
$10.5M – – –
ST
920
Spinnaker Trust
Maine
$10.5M -$212K -1,459 -2%
FIA
921
Foundations Investment Advisors
Arizona
$10.5M +$597K +4,116 +6%
HP
922
Holowesko Partners
Bahamas
$10.5M – – –
CCT
923
Chemung Canal Trust
New York
$10.4M -$156K -1,078 -1%
AF
924
Ally Financial
Michigan
$10.4M – – –
GCMG
925
Gyroscope Capital Management Group
Florida
$10.4M -$247K -1,704 -2%
35 36
37
38 39