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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 %
HFM
1051
Hartford Financial Management
Connecticut
$8.12M -$32.6K -225 -0.4%
MCP
1052
Martin Capital Partners
Oregon
$8.11M -$40.8K -281 -0.5%
IPW
1053
Inlet Private Wealth
Florida
$8.08M -$1.07M -7,360 -12%
NLP
1054
Next Level Private
New York
$8.02M +$16.5K +115 +0.2%
CC
1055
Chicago Capital
Illinois
$8M – – –
CFA
1056
Capstone Financial Advisors
Illinois
$8M +$27.7K +191 +0.3%
HF
1057
HRT Financial
New York
$8M +$8M +55,137 New
MCM
1058
Mitchell Capital Management
Kansas
$7.99M +$106K +730 +1%
CCMINC
1059
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.98M +$76.3K +526 +1%
GAM
1060
Gotham Asset Management
New York
$7.97M +$149K +1,029 +2%
BSC
1061
Brown Shipley & Co
United Kingdom
$7.97M +$729K +5,025 +10%
SLI
1062
Sumitomo Life Insurance
Japan
$7.93M +$38.4K +265 +0.5%
WIS
1063
Wright Investors Service
Connecticut
$7.91M -$114K -785 -1%
CAL
1064
Capital Analysts LLC
Pennsylvania
$7.88M +$176K +1,216 +2%
CWM
1065
Compass Wealth Management
Connecticut
$7.86M -$87.2K -601 -1%
PTB
1066
Pioneer Trust Bank
Oregon
$7.85M -$967K -6,670 -11%
GC
1067
Gillson Capital
Illinois
$7.85M -$4.25M -29,287 -35%
RWM
1068
Rench Wealth Management
Texas
$7.82M -$1.31K -9 -0%
FB
1069
Fulton Bank
Pennsylvania
$7.81M +$283K +1,949 +4%
GWM
1070
GDS Wealth Management
Texas
$7.72M +$616K +4,249 +9%
CIC
1071
Cutler Investment Counsel
Oregon
$7.71M -$6.67K -46 -0.1%
NFG
1072
Nations Financial Group
Iowa
$7.71M +$264K +1,819 +4%
TCBWMS
1073
Texas Capital Bank Wealth Management Services
Texas
$7.68M -$2.01M -13,846 -21%
1IA
1074
1834 Investment Advisors
Wisconsin
$7.67M -$1.3M -8,991 -15%
SHA
1075
Seneca House Advisors
Virginia
$7.64M -$117K -809 -2%
41 42
43
44 45