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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 %
SFI
926
Siemens Fonds Invest
Germany
$10.4M +$199K +1,369 +2%
ERIM
927
Eagle Ridge Investment Management
Connecticut
$10.4M -$95.7K -660 -0.9%
CWP
928
Cyndeo Wealth Partners
Florida
$10.4M +$3.04M +20,979 +41%
LPT
929
Legacy Private Trust
Wisconsin
$10.4M +$67.6K +466 +0.7%
SWIG
930
Strategic Wealth Investment Group
Kentucky
$10.4M -$759K -5,231 -7%
BFM
931
Boston Financial Management
Massachusetts
$10.4M -$189K -1,305 -2%
JAG
932
Journey Advisory Group
Kentucky
$10.3M +$239K +1,651 +2%
WorldQuant Millennium Advisors
933
WorldQuant Millennium Advisors
New York
$10.3M -$26.2M -180,535 -72%
SCP
934
Stamos Capital Partners
California
$10.3M -$3.21M -22,150 -24%
SAM
935
Strategy Asset Managers
California
$10.3M -$1.19M -8,180 -10%
WC
936
Woodstock Corp
Massachusetts
$10.3M +$11.3K +78 +0.1%
DAS
937
Dynamic Advisor Solutions
Arizona
$10.3M +$326K +2,246 +3%
C
938
Certuity
Florida
$10.3M +$269K +1,855 +3%
PI
939
Pettee Investors
Connecticut
$10.3M -$33.1K -228 -0.3%
PWW
940
Pettyjohn Wood & White
Virginia
$10.2M +$103K +713 +1%
CBOR
941
Community Bank of Raymore
Missouri
$10.1M -$27.6K -190 -0.3%
WCA
942
Waratah Capital Advisors
Ontario, Canada
$10.1M +$5.6M +38,624 +125%
BWP
943
Baldwin Wealth Partners
Massachusetts
$10.1M +$7.4K +51 +0.1%
OCM
944
One Capital Management
California
$9.93M +$284K +1,957 +3%
FNB
945
Farmers National Bank
Kentucky
$9.91M +$486K +3,348 +5%
BP
946
Ballentine Partners
Massachusetts
$9.89M +$617K +4,258 +7%
FM
947
Foster & Motley
Ohio
$9.89M +$813K +5,608 +9%
NGA
948
Naples Global Advisors
Florida
$9.88M +$308K +2,127 +3%
AC
949
Addenda Capital
Quebec, Canada
$9.87M -$883K -6,087 -8%
GA
950
GFS Advisors
Texas
$9.86M +$5.7M +39,278 +137%
36 37
38
39 40