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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 %
HPIA
1451
Hamilton Point Investment Advisors
North Carolina
$4.49M -$214K -1,475 -5%
CFCI
1452
Comprehensive Financial Consultants Institutional
Indiana
$4.49M +$229K +1,580 +5%
BHWA
1453
Beacon Harbor Wealth Advisors
Virginia
$4.48M +$82.9K +572 +2%
HCM
1454
Hengehold Capital Management
Ohio
$4.47M +$53.5K +369 +1%
MIM
1455
MTM Investment Management
South Carolina
$4.47M -$29K -200 -0.6%
FNA
1456
First National Advisers
Nebraska
$4.47M +$2.09M +14,442 +88%
IAMOG
1457
Investors Asset Management of Georgia
Georgia
$4.46M +$286 +2 +0%
HWAM
1458
Hennion & Walsh Asset Management
New Jersey
$4.45M -$634K -4,371 -12%
SWS
1459
SYSTM Wealth Solutions
Illinois
$4.44M -$536K -3,693 -11%
CM
1460
Churchill Management
California
$4.44M +$113K +778 +3%
BCFS
1461
Butensky & Cohen Financial Security
Florida
$4.43M +$88.6K +611 +2%
UF
1462
Univest Financial
Pennsylvania
$4.42M -$476K -3,282 -10%
FWM
1463
Fairhaven Wealth Management
Illinois
$4.41M +$13.1K +90 +0.3%
AP
1464
Americana Partners
Texas
$4.4M -$298K -2,075 -6%
MCM
1465
Monarch Capital Management
Indiana
$4.4M -$2.9K -20 -0.1%
CWA
1466
Clarity Wealth Advisors
California
$4.39M +$344K +2,371 +9%
9WM
1467
9258 Wealth Management
Ohio
$4.38M +$76.4K +527 +2%
BCM
1468
BlueCrest Capital Management
Jersey
$4.38M +$2.52M +17,345 +135%
RFN
1469
RDA Financial Network
Iowa
$4.37M +$38.6K +266 +0.9%
CAG
1470
Csenge Advisory Group
Florida
$4.36M +$60K +414 +1%
CAM
1471
Covenant Asset Management
New Jersey
$4.36M +$19.3K +133 +0.4%
TSS
1472
Two Sigma Securities
New York
$4.35M +$4.06M +27,993 +1,375%
AIM
1473
Anchor Investment Management
South Carolina
$4.35M +$71.2K +491 +2%
COI
1474
Connable Office Inc
Michigan
$4.35M -$182K -1,252 -4%
AH
1475
Allen Holding
New York
$4.35M – – –
57 58
59
60 61