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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 %
LRWA
1576
Long Run Wealth Advisors
New York
$3.84M +$15.2K +105 +0.4%
LC
1577
Legacy CG
Texas
$3.84M +$144K +993 +4%
AB
1578
Atlas Brown
Kentucky
$3.83M +$18.1K +125 +0.5%
PCG
1579
Prosperity Consulting Group
Maryland
$3.83M +$977K +6,736 +34%
WPC
1580
Wedmont Private Capital
Pennsylvania
$3.82M +$317K +2,188 +9%
AWM
1581
Accurate Wealth Management
Florida
$3.82M +$194K +1,314 +5%
UCI
1582
Uncommon Cents Investing
Wisconsin
$3.81M +$82.7K +570 +2%
FFM
1583
Fullerton Fund Management
Singapore
$3.81M +$2.39M +16,449 +168%
GAG
1584
GM Advisory Group
New York
$3.81M +$28.1K +194 +0.7%
KA
1585
KLCM Advisors
Wisconsin
$3.8M +$18.6K +128 +0.5%
RCAG
1586
Rehmann Capital Advisory Group
Michigan
$3.79M -$22.8K -157 -0.6%
ACM
1587
Alta Capital Management
Utah
$3.78M -$73.7K -508 -2%
CNC
1588
Citizens & Northern Corp
Pennsylvania
$3.77M -$79.5K -548 -2%
LWM
1589
LJI Wealth Management
Indiana
$3.77M -$39.9M -275,062 -91%
TW
1590
TrinityPoint Wealth
Connecticut
$3.76M -$6.67K -46 -0.2%
PGWM
1591
Parisi Gray Wealth Management
New Jersey
$3.75M +$73.5K +507 +2%
SSI
1592
Scott & Selber Inc
Texas
$3.74M -$8.85K -61 -0.2%
LRPA
1593
L. Roy Papp & Associates
Arizona
$3.74M +$92.1K +635 +3%
BOPW
1594
Brandywine Oak Private Wealth
Pennsylvania
$3.74M -$184K -1,271 -5%
SIC
1595
Shoker Investment Counsel
Ohio
$3.74M -$22.9K -158 -0.6%
AIS
1596
AM Investment Strategies
Tennessee
$3.74M +$3.34K +23 +0.1%
SCM
1597
SOL Capital Management
Maryland
$3.73M -$1.16M -8,029 -24%
LCM
1598
Liberty Capital Management
Michigan
$3.72M +$43.8K +302 +1%
SFG
1599
StrategIQ Financial Group
Indiana
$3.72M -$404K -2,789 -10%
CCM
1600
CAAS Capital Management
New York
$3.72M +$3.72M +25,645 New
62 63
64
65 66