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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 %
ANTB
1076
AMG National Trust Bank
Colorado
$7.63M -$51.9K -358 -0.7%
KLCM
1077
KG&L Capital Management
Louisiana
$7.63M +$25.4K +175 +0.3%
HEIP
1078
Hudson Edge Investment Partners
New Jersey
$7.63M -$632K -4,357 -8%
GWM
1079
Geneos Wealth Management
Colorado
$7.6M +$208K +1,435 +3%
BCA
1080
Bray Capital Advisors
Florida
$7.59M +$30.5K +210 +0.4%
PGIM
1081
Pacific Global Investment Management
California
$7.58M -$60.9K -420 -0.8%
BAM
1082
Brave Asset Management
New Jersey
$7.57M -$46.3K -319 -0.6%
IIM
1083
Intact Investment Management
Quebec, Canada
$7.56M – – –
MWA
1084
Meridian Wealth Advisors
Texas
$7.55M +$141K +974 +2%
CCMT
1085
CMT Capital Markets Trading
Germany
$7.54M +$7.54M +52,000 New
ETC
1086
Exchange Traded Concepts
Oklahoma
$7.53M +$211K +1,452 +3%
SIM
1087
Seaview Investment Managers
Florida
$7.52M +$7.52M +51,887 New
HIA
1088
Harbor Investment Advisory
Maryland
$7.52M +$6.3K +55 +0.1%
GCM
1089
Gibraltar Capital Management
Oklahoma
$7.52M +$13.8K +95 +0.2%
DIA
1090
Dean Investment Associates
Ohio
$7.51M -$39.7K -274 -0.5%
CM
1091
Castleark Management
Illinois
$7.5M – – –
Parallax Volatility Advisers
1092
Parallax Volatility Advisers
California
$7.5M +$7.5M +51,723 New
RAM
1093
Redmond Asset Management
Virginia
$7.5M -$6.09K -42 -0.1%
MWM
1094
Marietta Wealth Management
Georgia
$7.5M -$192K -1,325 -2%
NC
1095
NBW Capital
Massachusetts
$7.49M -$29.4K -203 -0.4%
BA
1096
Ballast Advisors
Minnesota
$7.47M -$537K -3,700 -7%
AWP
1097
Ascent Wealth Partners
New York
$7.47M -$156K -1,073 -2%
DAC
1098
Dividend Assets Capital
South Carolina
$7.47M +$1.03M +7,125 +16%
BCCM
1099
Bridge Creek Capital Management
Massachusetts
$7.43M -$27.6K -190 -0.4%
ANBT
1100
American National Bank & Trust
Texas
$7.43M +$180K +1,242 +2%
42 43
44
45 46