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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 %
SP
951
Symmetry Partners
Connecticut
$9.83M +$894K +6,163 +10%
WSCM
952
Wellington Shields Capital Management
New York
$9.81M -$118K -817 -1%
SFO
953
Stokes Family Office
Louisiana
$9.81M +$147K +1,016 +2%
RWA
954
Ropes Wealth Advisors
Massachusetts
$9.78M -$396K -2,728 -4%
BWM
955
Buckley Wealth Management
Nevada
$9.78M -$304K -2,095 -3%
BOC
956
Barbara Oil Co
Illinois
$9.72M – – –
GAM
957
Griffin Asset Management
New York
$9.63M -$767K -5,286 -7%
JAM
958
JCIC Asset Management
Ontario, Canada
$9.59M -$282K -1,945 -3%
FDP
959
Financiere des Professionnels
Quebec, Canada
$9.58M +$9.58M +66,043 New
MSS
960
Mitchell Sinkler & Starr
Pennsylvania
$9.54M -$3.37M -23,254 -26%
WP
961
Waycross Partners
Kentucky
$9.53M +$494K +3,404 +5%
BMM
962
Buffington Mohr McNeal
Idaho
$9.51M +$8.41K +58 +0.1%
AAM
963
AR Asset Management
California
$9.46M – – –
VF
964
Vest Financial
Virginia
$9.46M +$3.85M +26,564 +69%
VIM
965
Vinva Investment Management
Australia
$9.45M -$728K -4,932 -7%
XWM
966
Xcel Wealth Management
Florida
$9.42M -$504K -3,475 -5%
DWM
967
Dorchester Wealth Management
Quebec, Canada
$9.41M +$14.5K +100 +0.2%
IPW
968
Invictus Private Wealth
Colorado
$9.37M -$92.4K -637 -1%
FMWA
969
Forvis Mazars Wealth Advisors
Missouri
$9.34M -$2.81M -19,345 -23%
WTFG
970
Wells Trecaso Financial Group
Ohio
$9.34M +$4.21K +29 +0%
GRP
971
Global Retirement Partners
California
$9.33M -$504K -3,516 -5%
GLLW
972
Graves Light Lenhart Wealth
Virginia
$9.31M -$362K -2,496 -4%
CCP
973
Clough Capital Partners
Massachusetts
$9.31M – – –
LOPW
974
Live Oak Private Wealth
North Carolina
$9.26M -$33.2K -229 -0.4%
VWA
975
Visionary Wealth Advisors
Illinois
$9.26M -$141K -970 -1%
37 38
39
40 41