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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
1526
Athena Investment Management
California
$4.1M -$145 -1 -0%
HCM
1527
Hall Capital Management
Rhode Island
$4.1M -$43.8K -302 -1%
VA
1528
Valmark Advisers
Ohio
$4.07M +$183K +1,259 +5%
SWM
1529
Scissortail Wealth Management
Oklahoma
$4.06M +$61.3K +429 +2%
SW
1530
SkyOak Wealth
Michigan
$4.06M +$10.3K +71 +0.3%
MSA
1531
Marino Stram & Associates
Massachusetts
$4.06M +$6.82K +47 +0.2%
MFS
1532
Monetta Financial Services
Illinois
$4.06M – – –
FWP
1533
FAS Wealth Partners
Kansas
$4.06M +$213K +1,472 +6%
EBT
1534
Enterprise Bank & Trust
Massachusetts
$4.04M -$28.4K -196 -0.7%
MSAM
1535
Moloney Securities Asset Management
Missouri
$4.04M -$193K -1,334 -5%
OPA
1536
Old Port Advisors
Maine
$4.04M +$4.04M +27,830 New
ATI
1537
Act Two Investors
California
$4.03M – – –
LWIC
1538
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.02M +$59.5K +410 +2%
CIG
1539
Consolidated Investment Group
Colorado
$4.02M – – –
AF
1540
Advisornet Financial
Minnesota
$4.01M -$893K -6,160 -18%
MBT
1541
Montecito Bank & Trust
California
$4.01M -$32.3K -223 -0.8%
CFGS
1542
Concourse Financial Group Securities
Alabama
$4M +$73.2K +505 +2%
BFPW
1543
BOK Financial Private Wealth
Colorado
$4M -$391K -2,697 -9%
CT
1544
Clearstead Trust
Maine
$4M -$511K -3,527 -11%
IA
1545
Icon Advisers
Colorado
$4M – – –
Koshinski Asset Management
1546
Koshinski Asset Management
Illinois
$4M -$1.02K -7 -0%
APWM
1547
Atlas Private Wealth Management
New York
$3.99M +$62.2K +429 +2%
DA
1548
Doliver Advisors
Texas
$3.99M -$26K -179 -0.6%
AWMT
1549
AAFMAA Wealth Management & Trust
North Carolina
$3.99M -$26.7K -184 -0.7%
DLG
1550
Daniel L. Goodwin
$3.98M -$14.5K -100 -0.4%
60 61
62
63 64