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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 %
NAM
1351
NTV Asset Management
West Virginia
$5.12M +$194K +1,339 +4%
GFA
1352
Gifford Fong Associates
California
$5.12M – – –
HA
1353
Herold Advisors
New York
$5.12M +$340K +2,348 +7%
AAM
1354
Augustine Asset Management
Florida
$5.12M +$159K +1,097 +3%
P
1355
Pitcairn
Pennsylvania
$5.11M +$1.04M +7,145 +25%
TA
1356
TFG Advisers
Michigan
$5.11M +$70K +483 +1%
BJL
1357
Brighton Jones LLC
Washington
$5.11M +$250K +1,724 +5%
MW
1358
Marcum Wealth
Ohio
$5.1M -$24.5K -169 -0.5%
Walleye Trading
1359
Walleye Trading
New York
$5.1M +$5.1M +35,186 New
CSA
1360
Cottage Street Advisors
Massachusetts
$5.09M +$41.9K +289 +0.8%
JWCA
1361
J.W. Cole Advisors
Florida
$5.07M +$97.3K +671 +2%
ST
1362
Sentinel Trust
Texas
$5.07M +$89K +614 +2%
FGAM
1363
Financial Gravity Asset Management
Texas
$5.06M +$3.45M +368 +214%
VWM
1364
Valley Wealth Managers
New Jersey
$5.06M -$203K -1,399 -4%
JFGIW
1365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.06M -$123K -849 -2%
IAS
1366
Insigneo Advisory Services
Florida
$5.05M +$383K +2,640 +8%
SGCA
1367
Steel Grove Capital Advisors
Tennessee
$5.04M +$24.8K +171 +0.5%
FC
1368
Forte Capital
New York
$5.04M +$452K +3,117 +10%
BCMO
1369
Buckingham Capital Management (Ohio)
Ohio
$5.01M -$1.41M -9,705 -22%
AG
1370
Advocate Group
Minnesota
$4.98M +$1.63M +11,244 +49%
LC
1371
Lindbrook Capital
California
$4.98M -$219K -1,511 -4%
SCP
1372
Sandhill Capital Partners
New York
$4.97M +$9.57K +66 +0.2%
FFN
1373
Focus Financial Network
Minnesota
$4.97M +$60.6K +418 +1%
SB
1374
Strategic Blueprint
Georgia
$4.96M +$146K +1,008 +3%
PAM
1375
Paradigm Asset Management
New York
$4.96M -$276K -1,900 -5%
53 54
55
56 57