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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 %
MVA
1601
Mount Vernon Associates
Maryland
$3.71M +$16K +110 +0.4%
UHC
1602
Union Heritage Capital
Michigan
$3.71M – – –
LDB
1603
Lee, Danner & Bass
Tennessee
$3.71M -$25.4K -175 -0.7%
SF
1604
Slagle Financial
Illinois
$3.71M +$182K +1,256 +5%
PB
1605
Pinnacle Bancorp
Nebraska
$3.7M -$984K -6,783 -21%
WR
1606
WD Rutherford
Oregon
$3.7M +$360K +2,485 +11%
VA
1607
Vident Advisory
Georgia
$3.7M +$3.7M +25,498 New
VNIM
1608
Vaughan Nelson Investment Management
Texas
$3.7M – – –
AIA
1609
Affinity Investment Advisors
California
$3.69M -$54.7K -377 -1%
MA
1610
Modus Advisors
Minnesota
$3.69M +$42.3K +292 +1%
UBG
1611
United Bank (Georgia)
Georgia
$3.69M -$84.3K -581 -2%
FAP
1612
Financial Advisory Partners
Florida
$3.68M -$2.03K -14 -0.1%
MFC
1613
Mechanics Financial Corp
Ohio
$3.68M -$7.25K -50 -0.2%
GCA
1614
Gradient Capital Advisors
California
$3.68M +$106K +734 +3%
RP
1615
Rowlandmiller & Partners
Georgia
$3.67M +$217K +1,496 +6%
EW
1616
Evoke Wealth
California
$3.66M -$197K -1,355 -5%
CA
1617
Continuum Advisory
Idaho
$3.66M +$23.1K +326 +0.6%
LCC
1618
Lincoln Capital Corp
Rhode Island
$3.66M -$90.9K -627 -2%
SIAP
1619
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.65M -$71.5K -493 -2%
OL
1620
Owen LaRue
Kentucky
$3.65M +$1.51M +10,436 +71%
IRAG
1621
Investment Research & Advisory Group
Georgia
$3.65M -$1.31K -9 -0%
OWA
1622
Octavia Wealth Advisors
Ohio
$3.64M +$175K +1,205 +5%
MGWM
1623
Marks Group Wealth Management
Minnesota
$3.64M -$189K -1,304 -5%
FFA
1624
Founders Financial Alliance
North Carolina
$3.64M -$160K -1,106 -4%
HNW
1625
High Note Wealth
Minnesota
$3.64M +$28.9K +199 +0.8%
63 64
65
66 67