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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 %
PWS
1176
Peterson Wealth Services
Utah
$6.54M +$185K +1,275 +3%
MCM
1177
McRae Capital Management
New Jersey
$6.54M -$18.6K -128 -0.3%
AAS
1178
Ameritas Advisory Services
Nebraska
$6.54M +$3.12M +21,457 +91%
AC
1179
Abbrea Capital
California
$6.53M +$45.4K +313 +0.7%
DI
1180
DFPG Investments
Utah
$6.52M +$595K +4,125 +10%
IFAM
1181
Institutional & Family Asset Management
Colorado
$6.52M -$42.3K -292 -0.6%
OFG
1182
Oxford Financial Group
Indiana
$6.51M -$341K -2,354 -5%
AT
1183
American Trust
Kentucky
$6.51M -$611K -4,216 -9%
DSC
1184
Duncker Streett & Co
Missouri
$6.5M -$56K -386 -0.9%
SFP
1185
Shepherd Financial Partners
Massachusetts
$6.5M +$418K +2,883 +7%
GCM
1186
Gladius Capital Management
Illinois
$6.5M +$6.5M +44,796 New
DEA
1187
DoubleLine ETF Adviser
Florida
$6.49M +$336K +2,319 +5%
APSI
1188
Asset Planning Services Inc
Louisiana
$6.49M +$16K +110 +0.2%
QI
1189
QV Investors
Alberta, Canada
$6.48M -$146K -1,010 -2%
AG
1190
Ascent Group
Virginia
$6.47M -$782K -5,423 -11%
PL
1191
Parthenon LLC
Kentucky
$6.46M – – –
FFG
1192
Frisch Financial Group
New York
$6.45M -$32K -221 -0.5%
MFG
1193
Magnus Financial Group
New York
$6.45M +$59.3K +409 +0.9%
BWAM
1194
Boyd Watterson Asset Management
Ohio
$6.41M -$11.3K -78 -0.2%
CWG
1195
Cornerstone Wealth Group
North Carolina
$6.39M -$261K -1,800 -4%
BMWM
1196
Brown Miller Wealth Management
Virginia
$6.39M +$83.7K +577 +1%
EW
1197
Evexia Wealth
Wisconsin
$6.38M -$1.11M -7,916 -15%
HH
1198
Hilltop Holdings
Texas
$6.38M +$1.44M +9,947 +29%
SA
1199
Strategic Advisors
New York
$6.37M +$249K +1,720 +4%
LSPW
1200
Lake Street Private Wealth
Illinois
$6.37M +$1.52M +10,311 +31%
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