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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 %
NSB
1676
Norway Savings Bank
Maine
$3.36M +$3.36M +23,156 New
PBC
1677
Pavion Blue Capital
California
$3.35M +$10.3K +72 +0.3%
WP
1678
WealthSource Partners
California
$3.35M -$194K -1,340 -5%
TNBTD
1679
Trustmark National Bank Trust Department
Mississippi
$3.34M +$360K +2,481 +12%
PP
1680
Pacifica Partners
Canada
$3.34M +$477K +3,341 +17%
GCM
1681
Gables Capital Management
Florida
$3.34M -$1.16K -8 -0%
LFG
1682
Larson Financial Group
Missouri
$3.32M +$706K +4,868 +27%
TLP
1683
Trinity Legacy Partners
Texas
$3.32M +$2.63M +18,163 +381%
BOS
1684
Bank of Stockton
California
$3.32M +$310K +2,201 +10%
WCM
1685
Wunderlich Capital Managemnt
Tennessee
$3.32M -$27.8K -192 -0.8%
CCFM
1686
Clear Creek Financial Management
Washington
$3.32M +$80.1K +552 +2%
LJAC
1687
L.J. Altfest & Co
New York
$3.31M -$50K -345 -1%
NL
1688
NVWM LLC
Pennsylvania
$3.31M +$62.9K +434 +2%
DCM
1689
Dudley Capital Management
Virginia
$3.31M -$129K -892 -4%
SI
1690
Symmetry Investments
Jersey
$3.3M +$3.3M +22,772 New
NCM
1691
NCM Capital Management
New Jersey
$3.3M -$22.2K -153 -0.7%
QPWM
1692
Quadrant Private Wealth Management
Pennsylvania
$3.3M -$116K -798 -3%
AMG
1693
Advisors Management Group
Wisconsin
$3.29M -$13.2K -91 -0.4%
SCM
1694
Seascape Capital Management
New Hampshire
$3.29M +$12.3K +85 +0.4%
BTWM
1695
Baker Tilly Wealth Management
Wisconsin
$3.28M -$2.99M -20,641 -48%
WIM
1696
WealthPlan Investment Management
Nebraska
$3.28M +$1.56M +10,731 +90%
GLR
1697
Great Lakes Retirement
Ohio
$3.27M +$57.9K +399 +2%
BEC
1698
Blue Edge Capital
Virginia
$3.26M +$1.45K +10 +0%
NWM
1699
Northcape Wealth Management
New York
$3.26M -$47.9K -330 -1%
GGHC
1700
Gilder Gagnon Howe & Co
New York
$3.26M -$15.5K -107 -0.5%
66 67
68
69 70