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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 %
WANY
1126
Wealthspire Advisors (New York)
New York
$7.15M +$1.89M +13,049 +36%
LWCFA
1127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.11M -$56.3K -398 -0.8%
CPC
1128
Consolidated Planning Corp
Georgia
$7.11M +$1.43M +9,827 +25%
ADL
1129
Asset Dedication LLC
California
$7.11M +$12.1K +84 +0.2%
PTC
1130
Private Trust Company
Ohio
$7.1M +$177K +1,223 +3%
ET
1131
Equitable Trust
Tennessee
$7.1M +$322K +2,222 +5%
SAM
1132
Sompo Asset Management
Japan
$7.1M -$3.38M -23,300 -32%
ERWM
1133
Elk River Wealth Management
Colorado
$7.09M -$48K -331 -0.7%
ECG
1134
Edge Capital Group
Georgia
$7.07M -$2.7M -18,586 -28%
MPIM
1135
McGinn Penninger Investment Management
Virginia
$7.07M -$239K -1,648 -3%
WSC
1136
Wellington Shields & Co
New York
$7.06M -$42.9K -296 -0.6%
IA
1137
IFP Advisors
Florida
$7.05M -$2.19M -15,107 -24%
KWILP
1138
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.04M -$16.2M -111,460 -70%
WI
1139
Wintrust Investments
Illinois
$7.04M +$126K +871 +2%
GCM
1140
Garland Capital Management
Washington
$7.03M – – –
ACM
1141
Alpha Capital Management
Texas
$7.02M -$309K -2,133 -4%
JWM
1142
Jessup Wealth Management
Ohio
$7.02M +$4.84M +33,376 +222%
ACM
1143
Adalta Capital Management
New York
$7.01M – – –
HCA
1144
Harbour Capital Advisors
Virginia
$7.01M +$13.1K +90 +0.2%
GL
1145
Graypoint LLC
New York
$7.01M +$208K +1,437 +3%
ECM
1146
ExodusPoint Capital Management
New York
$7M +$859K +5,922 +14%
VHAM
1147
Van Hulzen Asset Management
California
$6.99M +$1.93M +13,310 +38%
KOCAA
1148
Knights of Columbus Asset Advisors
Connecticut
$6.96M +$1.56M +10,731 +29%
IEFM
1149
IQ EQ Fund Management
Ireland
$6.94M +$261K +1,801 +4%
FIB
1150
First Interstate Bank
Montana
$6.92M -$282K -1,943 -4%
44 45
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