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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 %
WPW
1226
Waldron Private Wealth
Pennsylvania
$6.09M +$189K +1,302 +3%
PAMG
1227
Patton Albertson Miller Group
Tennessee
$6.08M +$35.4K +244 +0.6%
BB
1228
Berkshire Bank
Massachusetts
$6.07M -$23.8K -164 -0.4%
JGUA
1229
John G. Ullman & Associates
New York
$6.07M -$58K -400 -0.9%
KJHP
1230
K.J. Harrison & Partners
Ontario, Canada
$6.03M +$2.17M +14,977 +56%
FMAEN1
1231
Fund Management at Engine No 1
California
$6.03M +$510K +3,517 +9%
CWS
1232
Confluence Wealth Services
Pennsylvania
$6.02M +$230K +1,589 +4%
UAM
1233
Unison Asset Management
Florida
$6.02M +$76.6K +528 +1%
PCA
1234
Providence Capital Advisors
North Carolina
$6.02M +$7.69K +53 +0.1%
TCM
1235
Traynor Capital Management
Pennsylvania
$6.02M +$43.9K +303 +0.7%
MLIC
1236
Mandatum Life Insurance Company
Finland
$6.02M – – –
GIA
1237
Guyasuta Investment Advisors
Pennsylvania
$6.01M -$7.11K -49 -0.1%
CCM
1238
Coerente Capital Management
Ontario, Canada
$5.98M +$1.13M +7,785 +23%
FC
1239
Fusion Capital
South Carolina
$5.96M +$202K +1,391 +4%
SFA
1240
Souders Financial Advisors
Ohio
$5.96M -$461K -3,182 -7%
ACM
1241
Ardent Capital Management
Ohio
$5.95M -$5.58M -38,500 -48%
DIP
1242
DT Investment Partners
Pennsylvania
$5.95M -$3.48K -24 -0.1%
NS
1243
NBC Securities
Alabama
$5.95M +$5.95M +41,015 New
RC
1244
RBF Capital
California
$5.95M – – –
BA
1245
Bristlecone Advisors
Washington
$5.94M +$138K +952 +2%
PPW
1246
Parcion Private Wealth
Washington
$5.93M +$111K +767 +2%
CL
1247
Choreo LLC
Illinois
$5.93M +$241K +1,664 +4%
SAM
1248
Selway Asset Management
$5.93M -$514K -3,545 -8%
SW
1249
SlateStone Wealth
Florida
$5.93M +$4.03M +27,821 +213%
KCPG
1250
Kavar Capital Partners Group
Kansas
$5.92M +$108K +747 +2%
48 49
50
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