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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 %
BHC
1301
Bowen Hanes & Co
Florida
$5.49M +$129K +891 +2%
WAM
1302
Werlinich Asset Management
Connecticut
$5.49M -$54.8K -378 -1%
EFMC
1303
Empire Financial Management Company
New York
$5.46M -$574K -3,959 -10%
Connor, Clark & Lunn Investment Management (CC&L)
1304
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.46M +$503K +3,471 +10%
WC
1305
Weil Company
California
$5.46M +$340K +2,346 +7%
MP
1306
MSD Partners
New York
$5.44M – – –
BRM
1307
Boston Research & Management
Massachusetts
$5.43M +$20.7K +143 +0.4%
ALAM
1308
Asahi Life Asset Management
Japan
$5.43M -$198K -1,364 -4%
ECM
1309
Exchange Capital Management
Michigan
$5.43M -$126K -867 -2%
SSW
1310
Stone Summit Wealth
Florida
$5.42M -$86.1K -594 -2%
CWM
1311
Chemistry Wealth Management
New York
$5.41M -$5.95K -41 -0.1%
PP
1312
PDS Planning
Ohio
$5.41M +$26.8K +185 +0.5%
NHT
1313
New Hampshire Trust
New Hampshire
$5.41M -$48.3K -333 -0.9%
CC
1314
Centiva Capital
New York
$5.4M +$3.03M +20,876 +128%
AIP
1315
Ameritas Investment Partners
Nebraska
$5.39M -$227K -1,562 -4%
YIA
1316
YHB Investment Advisors
Connecticut
$5.38M +$1.5M +10,337 +39%
UH
1317
Unigestion Holding
Switzerland
$5.37M -$94.8K -654 -2%
FCMT
1318
Founders Capital Management (Texas)
Texas
$5.36M +$55.8K +385 +1%
EL
1319
Essex LLC
Illinois
$5.36M +$257K +1,773 +5%
EM
1320
Excalibur Management
Massachusetts
$5.35M -$118K -813 -2%
ACG
1321
Allen Capital Group
Nebraska
$5.35M -$59.5K -414 -1%
MBTD
1322
Mechanics Bank - Trust Department
California
$5.35M -$26.8K -185 -0.5%
SAI
1323
Systematic Alpha Investments
New Jersey
$5.34M – – –
FPFS
1324
First Personal Financial Services
North Carolina
$5.33M -$87.4K -603 -2%
BA
1325
Baugh & Associates
Georgia
$5.33M -$9.28K -64 -0.2%
51 52
53
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