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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 %
RIA
1201
RPG Investment Advisory
California
$6.33M -$8.7K -60 -0.1%
GWMIA
1202
Global Wealth Management Investment Advisory
Florida
$6.33M +$70.9K +489 +1%
GIP
1203
Granite Investment Partners
California
$6.33M +$3.05K +21 +0%
AG
1204
AIA Group
Hong Kong
$6.3M +$2.56M +17,642 +68%
BFG
1205
Beacon Financial Group
Texas
$6.3M -$43.8K -299 -0.7%
HCM
1206
Harvey Capital Management
Florida
$6.29M -$413K -2,850 -6%
HI
1207
Harbour Investments
Wisconsin
$6.29M +$139K +960 +2%
SWP
1208
Strategic Wealth Partners
Ohio
$6.28M +$91.4K +630 +1%
SF
1209
Summit Financial
New Jersey
$6.28M +$1.23M +8,512 +24%
IB
1210
Intrust Bank
Kansas
$6.26M -$180K -1,243 -3%
MP
1211
McDonald Partners
Ohio
$6.22M -$195K -1,347 -3%
ACM
1212
Argyle Capital Management
Pennsylvania
$6.21M +$218K +1,500 +4%
CCM
1213
Canal Capital Management
Virginia
$6.21M +$29.4K +203 +0.5%
WAP
1214
Wealthcare Advisory Partners
Pennsylvania
$6.21M -$48K -331 -0.8%
AOWM
1215
Alpha Omega Wealth Management
Virginia
$6.19M -$98.3K -678 -2%
QCG
1216
Quadrant Capital Group
Ohio
$6.19M +$130K +898 +2%
BHB
1217
Bank Hapoalim BM
Israel
$6.18M -$6.38M -44,017 -51%
JIC
1218
Joel Isaacson & Co
New York
$6.18M +$39.9K +275 +0.6%
FHA
1219
Flagship Harbor Advisors
Massachusetts
$6.18M -$161K -1,112 -3%
CWM
1220
Concentric Wealth Management
California
$6.17M -$8.41K -58 -0.1%
MCM
1221
McKinley Capital Management
Alaska
$6.17M -$522K -3,600 -8%
SMA
1222
Sage Mountain Advisors
Georgia
$6.15M +$68.2K +470 +1%
LTI
1223
Laffer Tengler Investments
Tennessee
$6.13M +$1.1M +7,558 +22%
CHC
1224
City Holding Co
West Virginia
$6.1M +$89.5K +617 +1%
BWS
1225
Buck Wealth Strategies
Colorado
$6.1M +$16.7K +115 +0.3%
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