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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 %
BL
1476
Bleichroeder LP
New York
$4.35M – – –
HCM
1477
Hodges Capital Management
Texas
$4.34M -$1.04M -7,163 -19%
HL
1478
HeadInvest LLC
Maine
$4.33M -$863 -6 -0%
WE
1479
Wealth Effects
Massachusetts
$4.33M -$43.1K -297 -1%
Verition Fund Management
1480
Verition Fund Management
Connecticut
$4.33M -$4.36M -30,049 -50%
CCS
1481
Concentric Capital Strategies
Connecticut
$4.33M -$1.64M -11,313 -27%
KHLMVGHM
1482
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.32M – – –
VNA
1483
Valley National Advisers
Pennsylvania
$4.31M -$199K -1,374 -4%
SACTSONJ
1484
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.31M – – –
GCIM
1485
Gunn & Company Investment Management
Florida
$4.3M +$4.3M +29,663 New
AFG
1486
Atomi Financial Group
New York
$4.3M +$86.9K +599 +2%
WA
1487
Wasatch Advisors
Utah
$4.3M -$367K -2,529 -8%
Gates Foundation Trust
1488
Gates Foundation Trust
Washington
$4.29M +$4.29M +29,600 New
RCA
1489
Resonant Capital Advisors
Wisconsin
$4.29M -$71.4K -492 -2%
ANB
1490
Amarillo National Bank
Texas
$4.28M – – –
IBOK
1491
Independence Bank of Kentucky
Kentucky
$4.28M -$65.3K -450 -2%
RA
1492
RFG Advisory
Alabama
$4.27M -$62.8K -433 -1%
AW
1493
Atlas Wealth
Ohio
$4.27M -$44.8K -309 -1%
MCM
1494
MV Capital Management
Maryland
$4.27M +$59.5K +410 +1%
RI
1495
Redwood Investments
Massachusetts
$4.26M -$962K -6,634 -18%
FBFS
1496
First Business Financial Services
Wisconsin
$4.26M +$131K +906 +3%
SFS
1497
Strategic Financial Services
New York
$4.26M -$106K -728 -2%
SFA
1498
Source Financial Advisors
New York
$4.26M -$173K -1,193 -4%
LSAG
1499
Lake Street Advisors Group
New Hampshire
$4.25M +$64.5K +445 +2%
LFA
1500
Lauterbach Financial Advisors
Texas
$4.25M – – –
58 59
60
61 62