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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 %
SAM
1101
Smithbridge Asset Management
Pennsylvania
$7.41M +$40.3K +278 +0.5%
RC
1102
Roundview Capital
New Jersey
$7.38M -$67.1K -463 -0.9%
BEAM
1103
Baker Ellis Asset Management
Washington
$7.37M +$47.1K +325 +0.6%
AMM
1104
American Money Management
California
$7.37M +$26.2K +181 +0.4%
CRI
1105
Commonwealth Retirement Investments
Virginia
$7.37M +$86.4K +596 +1%
MCP
1106
Mirador Capital Partners
California
$7.37M +$142K +979 +2%
DIA
1107
Dana Investment Advisors
Wisconsin
$7.36M +$1.16M +8,001 +19%
AWM
1108
Avitas Wealth Management
California
$7.36M -$21.9K -151 -0.3%
RIG
1109
RiverFront Investment Group
Virginia
$7.35M +$680K +4,688 +10%
ACP
1110
Aviance Capital Partners
Florida
$7.32M -$210K -1,447 -3%
KBC
1111
Key Bridge Compliance
$7.31M +$7.31M +50,440 New
BFO
1112
Boston Family Office
Massachusetts
$7.29M -$1.9M -13,085 -21%
WWM
1113
Western Wealth Management
Colorado
$7.28M +$482K +3,326 +7%
BIM
1114
Baldwin Investment Management
Pennsylvania
$7.28M -$118K -816 -2%
OSNBOA
1115
Old Second National Bank of Aurora
Illinois
$7.26M -$515K -3,550 -7%
PVI
1116
Pine Valley Investments
New Jersey
$7.26M +$185K +1,278 +3%
AWA
1117
Arkadios Wealth Advisors
Georgia
$7.23M +$803K +5,538 +13%
BSB
1118
Bangor Savings Bank
Maine
$7.21M -$58.7K -405 -0.8%
GIM
1119
Goelzer Investment Management
Indiana
$7.2M -$147K -1,011 -2%
EAMA
1120
EFG Asset Management (Americas)
Florida
$7.2M -$43.4K -299 -0.6%
AC
1121
AlphaCore Capital
California
$7.19M +$102K +704 +1%
WPP
1122
Whalerock Point Partners
Rhode Island
$7.18M -$19K -131 -0.3%
Tudor Investment Corp
1123
Tudor Investment Corp
Connecticut
$7.17M +$5.13M +35,375 +251%
JPWM
1124
Jamison Private Wealth Management
Georgia
$7.16M +$7.16M +49,403 New
BC
1125
Burney Company
Virginia
$7.15M +$72.8K +502 +1%
43 44
45
46 47