JPM icon

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 %
MAM
1651
Mystic Asset Management
Rhode Island
$3.53M -$15.1K -104 -0.4%
TBNY
1652
Trustco Bank (New York)
New York
$3.53M -$25.4K -175 -0.7%
GBT
1653
Grove Bank & Trust
Florida
$3.53M +$42.5K +293 +1%
BP
1654
BBR Partners
New York
$3.51M +$582K +4,012 +20%
ESB
1655
Essex Savings Bank
Connecticut
$3.5M +$73.1K +504 +2%
HA
1656
Harbor Advisors
Florida
$3.5M – – –
PI
1657
PFG Investments
New York
$3.5M +$357K +2,459 +11%
NDSI
1658
Newman Dignan & Sheerar Inc
Rhode Island
$3.49M -$55K -379 -2%
WAS
1659
Winch Advisory Services
Wisconsin
$3.49M -$23.2K -160 -0.7%
SIM
1660
Studio Investment Management
Illinois
$3.48M +$175K +1,206 +5%
CAC
1661
Certified Advisory Corp
Florida
$3.48M +$2.1M +33,257 +153%
NPA
1662
Nichols & Pratt Advisers
Massachusetts
$3.47M +$21.8K +150 +0.6%
CFMC
1663
Curbstone Financial Management Corp
New Hampshire
$3.46M – – –
RCIM
1664
Red Cedar Investment Management
Michigan
$3.46M +$33.2K +229 +1%
SSWM
1665
Sheets Smith Wealth Management
North Carolina
$3.46M +$12.3K +85 +0.4%
NB
1666
Nicolet Bankshares
Wisconsin
$3.45M -$1.29M -8,896 -27%
GWANC
1667
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.44M +$24.2K +167 +0.7%
RIA
1668
Regal Investment Advisors
Michigan
$3.44M +$274K +1,888 +9%
RCM
1669
RB Capital Management
Nevada
$3.43M +$19.9K +137 +0.6%
DFG
1670
Delta Financial Group
New Jersey
$3.42M +$51K +352 +2%
ATC
1671
Adirondack Trust Company
New York
$3.41M -$3.63K -25 -0.1%
WIM
1672
Weitz Investment Management
Nebraska
$3.41M – – –
JFG
1673
Jefferies Financial Group
New York
$3.41M -$2.14M -14,778 -39%
FCP
1674
Fidelis Capital Partners
Florida
$3.38M +$214K +1,476 +7%
SP
1675
SWS Partners
Ohio
$3.38M +$6.82K +47 +0.2%
65 66
67
68 69