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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 %
AFA
1551
Arlington Financial Advisors
California
$3.97M -$29.4K -203 -0.7%
SIG
1552
Sargent Investment Group
Maryland
$3.97M +$504K +3,477 +15%
HCM
1553
Hudson Capital Management
New Jersey
$3.96M -$13.5K -93 -0.3%
ACM
1554
Altrius Capital Management
North Carolina
$3.96M +$7.98K +55 +0.2%
PTP
1555
Platform Technology Partners
New York
$3.96M +$354K +2,440 +10%
HKIM
1556
Hayek Kallen Investment Management
Alabama
$3.95M -$19.3K -133 -0.5%
MCC
1557
Malaga Cove Capital
California
$3.95M -$41.3K -285 -1%
RSS
1558
Rosenblum Silverman Sutton
California
$3.95M +$37K +255 +0.9%
DCM
1559
Delta Capital Management
New Jersey
$3.95M -$104K -720 -3%
CWP
1560
CFM Wealth Partners
Texas
$3.94M +$126K +867 +3%
PSB
1561
Piscataqua Savings Bank
New Hampshire
$3.93M -$217K -1,494 -5%
MWM
1562
Mattern Wealth Management
Kansas
$3.93M +$388K +2,676 +11%
CWM
1563
Cornerstone Wealth Management
Missouri
$3.92M +$317K +2,188 +9%
IAS
1564
IMA Advisory Services
Colorado
$3.92M -$73.4K -506 -2%
LOAMU
1565
Lombard Odier Asset Management (USA)
New York
$3.92M – – –
EI
1566
Ethic Inc
New York
$3.91M +$1.1M +7,607 +39%
RWB
1567
RMR Wealth Builders
New Jersey
$3.9M +$486K +3,348 +14%
FFM
1568
FengHe Fund Management
Singapore
$3.89M +$1.77M +12,200 +84%
EWA
1569
EverSource Wealth Advisors
Alabama
$3.88M -$109K -755 -3%
FPB
1570
First PREMIER Bank
South Dakota
$3.88M +$873K +6,017 +29%
VT
1571
Vise Technologies
New York
$3.87M +$198K +1,367 +5%
ITIM
1572
Indiana Trust & Investment Management
Indiana
$3.87M +$80.2K +553 +2%
MMG
1573
Monetary Management Group
Missouri
$3.86M -$522K -3,600 -12%
JWCA
1574
J.W. Coons Advisors
Ohio
$3.86M -$189K -1,300 -5%
MPIA
1575
Mountain Pacific Investment Advisers
Idaho
$3.85M -$142K -976 -4%
61 62
63
64 65