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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 %
AIM
1401
AHL Investment Management
Florida
$4.76M -$2.32K -16 -0%
QI
1402
Qtron Investments
Massachusetts
$4.76M – – –
AT
1403
Arden Trust
Delaware
$4.75M -$228K -1,571 -5%
CAM
1404
Centre Asset Management
New York
$4.74M -$165K -1,141 -3%
AW
1405
Apricus Wealth
South Carolina
$4.74M -$179K -1,210 -4%
GSEP
1406
Golden State Equity Partners
California
$4.73M +$263K +1,814 +6%
IA
1407
IFG Advisory
Georgia
$4.73M -$73.5K -507 -2%
GP
1408
Greenline Partners
New York
$4.72M -$11.5K -79 -0.2%
NP
1409
NorthRock Partners
Minnesota
$4.72M +$776K +5,353 +20%
WTA
1410
Washington Trust Advisors
Massachusetts
$4.7M +$41.2K +284 +0.9%
EGA
1411
E&G Advisors
Texas
$4.7M -$18.9K -130 -0.4%
FTWA
1412
Fifth Third Wealth Advisors
Ohio
$4.7M +$1.07M +7,406 +30%
SCM
1413
Saber Capital Management
North Carolina
$4.7M +$34.8K +240 +0.7%
CG
1414
Caprock Group
Idaho
$4.69M +$8.85K +61 +0.2%
TPA
1415
Trivium Point Advisory
Connecticut
$4.68M +$29K +203 +0.6%
BONH
1416
Bank of New Hampshire
New Hampshire
$4.68M -$51K -352 -1%
BMA
1417
Brooks Moore & Associates
Tennessee
$4.68M -$67.3K -464 -1%
CD
1418
Chapin Davis
Maryland
$4.68M +$123K +850 +3%
FMB
1419
Field & Main Bank
Kentucky
$4.67M +$1.94M +13,348 +71%
NF
1420
Nikulski Financial
Iowa
$4.67M +$122K +844 +3%
DPIM
1421
Duff & Phelps Investment Management
Illinois
$4.66M +$1.02K +7 +0%
BFC
1422
Bedel Financial Consulting
Indiana
$4.65M +$116K +798 +3%
SWM
1423
SeaCrest Wealth Management
New York
$4.64M -$918K -6,329 -17%
AA
1424
Argent Advisors
Louisiana
$4.64M -$481K -3,319 -9%
RMSCM
1425
R.M. Sincerbeaux Capital Management
New York
$4.64M -$568K -3,920 -11%
55 56
57
58 59