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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 %
MPPLM
1626
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.63M +$246K +1,696 +7%
PPWP
1627
Proquility Private Wealth Partners
Nevada
$3.63M -$24.8K -171 -0.7%
SC
1628
Syon Capital
California
$3.63M +$3.63M +25,010 New
EML
1629
Eos Management LP
New York
$3.63M – – –
SCI
1630
S&CO Inc
Massachusetts
$3.63M +$29K +200 +0.8%
MC
1631
Mathes Company
New York
$3.62M -$841K -4,701 -19%
BOSSRA
1632
B.O.S.S. Retirement Advisors
Utah
$3.62M +$349K +2,409 +11%
TH
1633
Team Hewins
California
$3.62M +$3.62M +24,953 New
CW
1634
CreativeOne Wealth
Kansas
$3.62M -$865K -5,967 -19%
GSB
1635
Greenfield Savings Bank
Massachusetts
$3.62M +$3.62M +24,930 New
SIA
1636
SeaBridge Investment Advisors
New Jersey
$3.62M -$7.4K -51 -0.2%
BCM
1637
Blume Capital Management
California
$3.59M -$359K -2,477 -9%
HPCM
1638
Hunter Perkins Capital Management
Illinois
$3.59M -$1.46M -10,046 -29%
GD
1639
Grandfield & Dodd
New York
$3.56M -$19.9K -137 -0.6%
RAM
1640
Roanoke Asset Management
New Jersey
$3.56M -$9.14K -63 -0.3%
FMTCOCP
1641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.56M -$7.11K -49 -0.2%
AIC
1642
Argus Investors Counsel
New York
$3.56M -$8.12K -56 -0.2%
VAG
1643
VisionPoint Advisory Group
Texas
$3.55M +$287K +1,978 +9%
BEI
1644
Benjamin Edwards Inc
Missouri
$3.55M +$1.07M +7,344 +43%
SIAG
1645
Signet Investment Advisory Group
Rhode Island
$3.54M +$115K +792 +3%
FAIM
1646
Financial Advocates Investment Management
Washington
$3.54M +$30.9K +213 +0.9%
CWAG
1647
Compton Wealth Advisory Group
Virginia
$3.54M +$133K +915 +4%
TPM
1648
Triasima Portfolio Management
Quebec, Canada
$3.54M – – –
CST
1649
Charles Schwab Trust
Nevada
$3.54M +$36.7K +253 +1%
CIAS
1650
Capital Investment Advisory Services
North Carolina
$3.54M -$226K -1,559 -6%
64 65
66
67 68