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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 %
HCM
1251
Howland Capital Management
Massachusetts
$5.92M -$128K -880 -2%
DA
1252
DCM Advisors
New York
$5.92M -$237K -1,636 -4%
FMTC
1253
Farmers & Merchants Trust Company
California
$5.91M -$233K -1,607 -4%
WA
1254
Waverly Advisors
Alabama
$5.9M +$2.39M +16,513 +68%
HIG
1255
Herr Investment Group
Texas
$5.88M +$5.88M +40,544 New
BCPWM
1256
Bradley & Co Private Wealth Management
Florida
$5.88M -$114K -786 -2%
CA
1257
Claro Advisors
Massachusetts
$5.87M +$346K +2,383 +6%
CNBTD
1258
Citizens National Bank Trust Department
Mississippi
$5.86M -$164K -1,132 -3%
LFA
1259
Legacy Financial Advisors
Kentucky
$5.85M +$124K +855 +2%
TAM
1260
Townsend Asset Management
North Carolina
$5.85M +$212K +1,464 +4%
CWM
1261
Chronos Wealth Management
Florida
$5.83M -$1.16K -8 -0%
HCM
1262
Hilton Capital Management
New York
$5.82M -$279K -1,925 -5%
DWA
1263
Douglass Winthrop Advisors
New York
$5.82M -$1.35M -9,283 -19%
AAF
1264
Andra AP-fonden
Sweden
$5.82M -$203K -1,400 -3%
PWS
1265
Peloton Wealth Strategists
Indiana
$5.8M -$249K -1,715 -4%
VMPIC
1266
Varma Mutual Pension Insurance Co
Finland
$5.8M +$563K +3,881 +11%
Hudson Bay Capital Management
1267
Hudson Bay Capital Management
Connecticut
$5.8M -$8.7M -60,000 -60%
BPC
1268
Banque Pictet & Cie
Switzerland
$5.76M -$13.5M -92,812 -70%
PWMAG
1269
Pinnacle Wealth Management Advisory Group
New Jersey
$5.76M +$203K +1,402 +4%
AWM
1270
Avior Wealth Management
Nebraska
$5.74M -$80.5K -555 -1%
PSP
1271
Principal Street Partners
Tennessee
$5.74M -$301K -2,074 -5%
DR
1272
Davis Rea
Ontario, Canada
$5.74M -$130K -897 -2%
VST
1273
Van Strum & Towne
California
$5.74M -$70.3K -485 -1%
UWM
1274
Udine Wealth Management
Florida
$5.73M +$87.3K +602 +2%
HWM
1275
Hohimer Wealth Management
Washington
$5.71M -$101K -697 -2%
49 50
51
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