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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 %
BHPW
1276
Beverly Hills Private Wealth
California
$5.71M -$2.88M -19,852 -34%
TI
1277
tru Independence
Oregon
$5.7M +$1.02K +7 +0%
CI
1278
CX Institutional
Indiana
$5.69M +$2.86M +19,729 +101%
CAAS
1279
Capital Asset Advisory Services
Michigan
$5.69M +$333K +2,276 +6%
LSWM
1280
Lorne Steinberg Wealth Management
Canada
$5.69M -$52.2K -360 -0.9%
WPIC
1281
White Pine Investment Company
Michigan
$5.69M -$24.1K -166 -0.4%
CAM
1282
Close Asset Management
United Kingdom
$5.68M +$479K +3,302 +9%
STA
1283
Summit Trail Advisors
New York
$5.67M -$98.8K -681 -2%
ST
1284
Somerset Trust
Pennsylvania
$5.64M -$37.1K -256 -0.7%
CA
1285
Claar Advisors
New York
$5.63M – – –
CIC
1286
Cornercap Investment Counsel
Georgia
$5.61M +$816K +5,624 +17%
HCA
1287
Hyperion Capital Advisors
New York
$5.6M -$2.61M -18,000 -32%
BWL
1288
Bogart Wealth LLC
Virginia
$5.59M +$14.4K +99 +0.3%
HAC
1289
Harbor Advisory Corp
New Hampshire
$5.58M -$28.3K -195 -0.5%
CT
1290
Colonial Trust
South Carolina
$5.58M -$35.1K -242 -0.6%
JIP
1291
Jaffetilchin Investment Partners
Florida
$5.55M +$268K +1,846 +5%
AAMA
1292
Advanced Asset Management Advisors
Ohio
$5.55M +$145 +1 +0%
TPWA
1293
TRUE Private Wealth Advisors
Oregon
$5.55M -$13.9K -96 -0.3%
PA
1294
Profund Advisors
Maryland
$5.54M -$170K -1,170 -3%
AIM
1295
AMI Investment Management
Indiana
$5.54M -$20K -138 -0.4%
PTC
1296
Philadelphia Trust Company
Pennsylvania
$5.53M +$13.1K +90 +0.2%
PL
1297
Parkwood LLC
Ohio
$5.53M -$396K -2,729 -7%
RWA
1298
Roberts Wealth Advisors
California
$5.53M -$18.2K -123 -0.3%
CCA
1299
Checchi Capital Advisers
California
$5.52M -$197K -1,359 -3%
SCM
1300
Sitrin Capital Management
California
$5.5M -$637K -4,392 -10%
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