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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 %
PJSIMP
1326
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.31M -$71.6K -493 -1%
GC
1327
Giverny Capital
Quebec, Canada
$5.31M +$364K +2,511 +7%
BFC
1328
Blue Fin Capital
Rhode Island
$5.31M -$35.2K -243 -0.7%
BA
1329
Bridgewater Advisors
New York
$5.3M +$61.1K +421 +1%
HCM
1330
Hollencrest Capital Management
California
$5.3M +$351K +2,421 +7%
WCA
1331
Westover Capital Advisors
Delaware
$5.29M +$676K +4,664 +15%
PFA
1332
Pathway Financial Advisers
Indiana
$5.29M +$5.29M +36,456 New
BKA
1333
Brick & Kyle Associates
Pennsylvania
$5.28M +$250K +1,723 +5%
HCA
1334
Horan Capital Advisors
Ohio
$5.27M -$173K -1,196 -3%
LT
1335
Legacy Trust
Michigan
$5.26M +$104K +714 +2%
RSWM
1336
Robertson Stephens Wealth Management
California
$5.25M +$290K +1,999 +6%
CWM
1337
Cordatus Wealth Management
Pennsylvania
$5.24M -$117K -807 -2%
CIP
1338
Capital Insight Partners
Arizona
$5.2M +$227K +1,565 +5%
PA
1339
PFG Advisors
Arizona
$5.19M -$2.6M -17,922 -33%
CBB
1340
Citizens Business Bank
California
$5.18M -$2.41M -16,643 -32%
OC
1341
Optimas Capital
Hong Kong
$5.18M -$14.5K -100 -0.3%
EP
1342
Eudaimonia Partners
Tennessee
$5.17M +$4.5K +31 +0.1%
SSA
1343
Schonfeld Strategic Advisors
New York
$5.16M -$4.95M -34,109 -49%
SFI
1344
SPC Financial Inc
Maryland
$5.16M -$36.4K -251 -0.7%
ORAM
1345
One River Asset Management
Connecticut
$5.15M +$4.37M +29,719 +559%
CT
1346
Chicago Trust
Illinois
$5.14M +$17.7K +122 +0.3%
MA
1347
McBroom & Associates
Nevada
$5.14M +$333K +2,293 +7%
1WM
1348
1900 Wealth Management
Texas
$5.14M -$942K -6,498 -15%
SNB
1349
Security National Bank
Nebraska
$5.14M -$125K -848 -2%
LA
1350
LVW Advisors
New York
$5.14M -$665K -4,586 -11%
52 53
54
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