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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 %
FM
1026
Freemont Management
Switzerland
$8.57M -$1.45M -10,000 -14%
IWM
1027
IHT Wealth Management
Illinois
$8.56M +$447K +3,079 +6%
RCM
1028
Radnor Capital Management
Pennsylvania
$8.54M -$63.8K -440 -0.7%
SIA
1029
Soltis Investment Advisors
Utah
$8.53M -$130K -893 -1%
BFS
1030
Bard Financial Services
Connecticut
$8.51M +$36.3K +250 +0.4%
CJL
1031
Cyrus J. Lawrence
New York
$8.47M +$45K +310 +0.5%
MCM
1032
Mengis Capital Management
Oregon
$8.4M +$20.2K +139 +0.2%
MRCM
1033
M&R Capital Management
New Jersey
$8.36M +$159K +1,099 +2%
RWA
1034
River Wealth Advisors
Pennsylvania
$8.33M +$169K +1,168 +2%
CIA
1035
Covington Investment Advisors
Pennsylvania
$8.31M -$24.7K -170 -0.3%
SIC
1036
Sigma Investment Counselors
Michigan
$8.31M -$56.6K -390 -0.7%
P
1037
Paradiem
Louisiana
$8.3M – – –
SA
1038
SRH Advisors
Kansas
$8.3M -$29K -200 -0.3%
AA
1039
Apriem Advisors
California
$8.26M -$12.9K -89 -0.2%
BAM
1040
Boyar Asset Management
New York
$8.26M -$145K -998 -2%
III
1041
Independent Investors Inc
New York
$8.26M – – –
FC
1042
Fulcrum Capital
Washington
$8.25M -$117K -806 -1%
FWTB
1043
First Western Trust Bank
Colorado
$8.22M -$232K -1,603 -3%
MMA
1044
Miracle Mile Advisors
California
$8.21M -$274K -1,892 -3%
ECM
1045
EagleClaw Capital Management
Massachusetts
$8.21M +$128K +880 +2%
RDWM
1046
Red Door Wealth Management
Tennessee
$8.19M -$850K -5,863 -9%
AMI
1047
Amica Mutual Insurance
Rhode Island
$8.19M – – –
PAI
1048
Pittenger & Anderson Inc
Nebraska
$8.16M +$54.8K +378 +0.7%
FMC
1049
First Merchants Corp
Indiana
$8.14M -$256K -1,765 -3%
FCT
1050
Family Capital Trust
Massachusetts
$8.13M -$79.9K -551 -1%
40 41
42
43 44