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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 %
MWM
1426
Mission Wealth Management
California
$4.63M +$267K +1,838 +6%
CF
1427
Centaurus Financial
California
$4.63M +$782K +5,395 +20%
LC
1428
Lincoln Capital
Nebraska
$4.63M -$38.3K -264 -0.8%
NIP
1429
Nicholas Investment Partners
California
$4.63M – – –
LAM
1430
L2 Asset Management
Massachusetts
$4.62M -$114M -29,034 -96%
WP
1431
WealthPLAN Partners
Nebraska
$4.62M +$1.33M +9,160 +40%
RBC
1432
Romano Brothers & Co
Illinois
$4.61M +$36.5K +252 +0.8%
CS
1433
Comerica Securities
Michigan
$4.61M -$545K -3,757 -11%
ADIM
1434
Alpha DNA Investment Management
Maryland
$4.59M -$109K -751 -2%
NP
1435
Nilsine Partners
Colorado
$4.59M +$71.2K +491 +2%
CGL
1436
Clarius Group LLC
Washington
$4.59M -$1.17M -8,061 -20%
AFM
1437
Abbot Financial Management
Massachusetts
$4.59M -$48.4K -334 -1%
FBC
1438
Fairfield, Bush & Co
Connecticut
$4.58M -$2.58M -17,800 -36%
BAM
1439
Belpointe Asset Management
Nevada
$4.58M -$162K -1,115 -3%
PAM
1440
Pegasus Asset Management
New York
$4.56M +$52.8K +364 +1%
TA
1441
Tiedemann Advisors
New York
$4.56M +$1.16M +7,983 +34%
SGI
1442
Summit Global Investments
Utah
$4.55M -$3.84M -26,454 -46%
SCM
1443
Silvant Capital Management
Georgia
$4.54M – – –
LHC
1444
Little House Capital
Massachusetts
$4.54M +$648K +4,469 +17%
EWM
1445
EPG Wealth Management
Georgia
$4.54M +$22.8K +157 +0.5%
DGAM
1446
Desjardins Global Asset Management
Quebec, Canada
$4.54M -$1.35M -9,295 -23%
ICP
1447
Ironvine Capital Partners
Nebraska
$4.52M – – –
BL
1448
BFSG LLC
California
$4.5M +$557K +3,842 +14%
SAM
1449
Synergy Asset Management
Washington
$4.5M +$1.41M +9,694 +45%
CI
1450
Cigna Investments
Connecticut
$4.49M -$650K -4,483 -13%
56 57
58
59 60