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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 %
QFA
1151
Quattro Financial Advisors
Texas
$6.92M -$290K -2,000 -4%
SC
1152
Schulhoff & Co
Ohio
$6.89M -$429K -2,959 -6%
NCM
1153
Nelson Capital Management
California
$6.86M +$1.46M +10,034 +27%
MAS
1154
Meeder Advisory Services
Ohio
$6.85M -$707K -4,876 -9%
SFG
1155
SevenBridge Financial Group
Pennsylvania
$6.83M +$156K +1,074 +2%
RFMS
1156
RWQ Financial Management Services
Florida
$6.83M +$2.35M +16,179 +52%
BBA
1157
Baader Bank Aktiengesellschaft
Germany
$6.82M +$56K +386 +0.8%
WKWM
1158
Walter & Keenan Wealth Management
Indiana
$6.81M -$1.4M -9,623 -17%
FPGT
1159
Financial Partners Group (Tennessee)
Tennessee
$6.8M – – –
PFM
1160
Premier Fund Managers
United Kingdom
$6.8M -$165K -1,115 -2%
APP
1161
Avantax Planning Partners
Iowa
$6.8M +$81.4K +561 +1%
WWA
1162
WCG Wealth Advisors
Nevada
$6.77M +$3.34M +22,523 +97%
JCM
1163
Jacobi Capital Management
Pennsylvania
$6.77M +$16.1K +111 +0.2%
WIM
1164
Wittenberg Investment Management
Massachusetts
$6.73M -$25.4K -175 -0.4%
WAS
1165
WESPAC Advisors SoCal
California
$6.71M +$35.8K +247 +0.5%
KA
1166
Kintegral Advisory
New York
$6.68M -$3.92K -27 -0.1%
SCA
1167
Stokes Capital Advisors
South Carolina
$6.68M +$78.9K +544 +1%
AF
1168
Arrow Financial
New York
$6.66M -$1.11M -7,671 -14%
NB
1169
Northwest Bancshares
Pennsylvania
$6.64M -$243K -1,676 -4%
AC
1170
Arjuna Capital
North Carolina
$6.63M +$91.1K +628 +1%
BCA
1171
Bernzott Capital Advisors
California
$6.63M -$1.07M -7,357 -14%
SIA
1172
Schechter Investment Advisors
Michigan
$6.6M +$94.8K +654 +1%
IIM
1173
Ipswich Investment Management
Massachusetts
$6.59M +$58.6K +404 +0.9%
HZ
1174
Hixon Zuercher
Ohio
$6.57M +$335K +2,312 +5%
SFA
1175
Semmax Financial Advisors
North Carolina
$6.56M +$6.56M +44,984 New
45 46
47
48 49