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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 %
S
976
SignatureFD
Georgia
$9.23M -$60.8K -419 -0.7%
HBT
977
Hills Bank & Trust
Iowa
$9.21M -$98.3K -678 -1%
BSW
978
Buckingham Strategic Wealth
Missouri
$9.18M +$32.9K +227 +0.4%
MNBTD
979
Moody National Bank Trust Division
Texas
$9.15M +$160K +1,106 +2%
NAS
980
Nicolet Advisory Services
Wisconsin
$9.14M +$274K +1,910 +3%
HRC
981
Hoertkorn Richard Charles
$9.14M -$42.3K -292 -0.5%
GFG
982
Greystone Financial Group
Michigan
$9.11M -$101K -699 -1%
FA
983
Fagan Associates
New York
$9.09M +$7.11K +49 +0.1%
SVWAG
984
Sound View Wealth Advisors Group
Georgia
$9.08M +$566K +3,902 +7%
CC
985
Constitution Capital
Connecticut
$9.08M -$262K -1,808 -3%
VI
986
Vestcor Inc
New Brunswick, Canada
$9.07M -$826K -5,693 -8%
EFS
987
Essex Financial Services
Connecticut
$9.07M +$1.98M +13,637 +28%
FTDI
988
First Trust Direct Indexing
Massachusetts
$9.06M +$304K +2,099 +3%
SBF
989
Sara-Bay Financial
Florida
$9.03M -$1.74K -12 -0%
VM
990
Venator Management
Pennsylvania
$9.03M +$2.18K +15 +0%
LWANC
991
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.03M -$457K -3,150 -5%
CAM
992
Cypress Asset Management
Texas
$8.99M +$228K +1,576 +3%
CCM
993
Carmel Capital Management
California
$8.98M -$58K -400 -0.6%
TMAM
994
Tokio Marine Asset Management
Japan
$8.98M +$711K +4,906 +9%
SC
995
Skylands Capital
Wisconsin
$8.95M -$221K -1,525 -2%
MYIA
996
Mount Yale Investment Advisors
Colorado
$8.94M -$503K -3,467 -5%
DLCIG
997
D.L. Carlson Investment Group
New Hampshire
$8.93M -$70.8K -488 -0.8%
BIM
998
Bridgecreek Investment Management
Oklahoma
$8.93M -$107K -739 -1%
CB
999
Cadence Bank
Mississippi
$8.92M -$435 -3 -0%
BOH
1000
Bank of Hawaii
Hawaii
$8.9M -$509K -3,509 -5%
38 39
40
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