JPM icon

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 %
Twin Tree Management
1001
Twin Tree Management
Texas
$8.86M +$8.86M +61,108 New
EVM
1002
Evelyn V. Moreno
$8.84M -$1.85M -12,769 -17%
LA
1003
Lynch & Associates
Indiana
$8.83M +$119K +818 +1%
ZIG
1004
Zuckerman Investment Group
Illinois
$8.78M +$55.3K +381 +0.6%
SIM
1005
Stratos Investment Management
Ohio
$8.78M +$433K +2,988 +5%
BL
1006
BCWM LLC
Kansas
$8.77M -$256K -1,766 -3%
RWM
1007
Ritholtz Wealth Management
New York
$8.76M +$994K +6,852 +13%
MFG
1008
Merit Financial Group
Georgia
$8.75M +$742K +5,114 +9%
XF
1009
XML Financial
Maryland
$8.73M +$36.4K +251 +0.4%
SC
1010
Stolper & Co
Oklahoma
$8.73M +$28.7K +198 +0.3%
FHB
1011
First Hawaiian Bank
Hawaii
$8.72M +$216K +1,491 +3%
NM
1012
NWI Management
New York
$8.7M – – –
PGAM
1013
Princeton Global Asset Management
New Jersey
$8.7M +$347K +2,396 +4%
GCA
1014
Greenwood Capital Associates
South Carolina
$8.68M +$146K +1,007 +2%
BW
1015
Bison Wealth
Georgia
$8.68M -$10.7K -74 -0.1%
CNB
1016
Camden National Bank
Maine
$8.67M -$135K -933 -2%
DBT
1017
Dubuque Bank & Trust
Iowa
$8.65M -$53.7K -370 -0.6%
HIP
1018
Harrell Investment Partners
Texas
$8.64M +$425K +2,959 +5%
SAM
1019
Socorro Asset Management
Texas
$8.63M -$2.81M -19,356 -25%
MPM
1020
Meritage Portfolio Management
Kansas
$8.63M -$125K -861 -1%
SCP
1021
Shorepoint Capital Partners
Massachusetts
$8.61M +$916K +6,315 +12%
PA
1022
Perennial Advisors
New York
$8.6M +$28.7K +198 +0.3%
NG
1023
NatWest Group
United Kingdom
$8.6M +$404K +2,788 +5%
PT
1024
Plimoth Trust
Massachusetts
$8.6M -$106K -732 -1%
RFM
1025
Royal Fund Management
Florida
$8.6M -$186K -1,285 -2%
39 40
41
42 43