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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 %
TAM
1376
Trust Asset Management
Texas
$4.96M – – –
SAM
1377
Silphium Asset Management
United Kingdom
$4.93M +$4.93M +34,000 New
KWA
1378
Kingswood Wealth Advisors
California
$4.93M -$1.75M -4,251 -26%
FLI
1379
Family Legacy Inc
South Carolina
$4.92M +$1.6K +11 +0%
MFG
1380
MidWestOne Financial Group
Iowa
$4.91M -$203K -1,397 -4%
KA
1381
Kovack Advisors
Florida
$4.91M -$3.05K -21 -0.1%
VanEck Associates
1382
VanEck Associates
New York
$4.9M -$836K -5,764 -15%
PG
1383
Patten Group
Tennessee
$4.9M -$6.09K -42 -0.1%
AFG
1384
AFS Financial Group
Maryland
$4.88M -$106K -733 -2%
BFA
1385
Bill Few Associates
Pennsylvania
$4.87M +$117K +810 +2%
MCA
1386
MSH Capital Advisors
Arizona
$4.86M +$76.4K +527 +2%
CSPAM
1387
Cary Street Partners Asset Management
Virginia
$4.86M -$56K -386 -1%
WP
1388
WealthShield Partners
North Carolina
$4.85M +$411K +2,837 +9%
CBTWT
1389
Community Bank & Trust (Waco, Texas)
Texas
$4.84M -$30.8K -295 -0.6%
GC
1390
Globeflex Capital
California
$4.84M – – –
PKC
1391
Palmer Knight Company
Florida
$4.84M +$8.12K +56 +0.2%
TL
1392
Tradewinds LLC
North Carolina
$4.83M +$189K +1,303 +4%
GQG Partners
1393
GQG Partners
Florida
$4.83M +$1.32M +9,136 +38%
MMPW
1394
Mitchell McLeod Pugh & Williams
Alabama
$4.82M +$78.5K +541 +2%
NIM
1395
NEOS Investment Management
Connecticut
$4.82M +$4.82M +33,258 New
BTI
1396
Blue Trust Inc
Georgia
$4.8M +$702K +4,827 +17%
CNFG
1397
Creegan & Nassoura Financial Group
New Hampshire
$4.8M -$170K -1,175 -3%
M1FG
1398
Mach-1 Financial Group
Arkansas
$4.79M -$205K -1,416 -4%
SAG
1399
SageView Advisory Group
California
$4.77M -$51K -352 -1%
CCFP
1400
Charles Carroll Financial Partners
Massachusetts
$4.77M – – –
54 55
56
57 58