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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 %
BO
1701
Bank OZK
Arkansas
$3.26M -$852K -5,873 -21%
GIM
1702
Guardian Investment Management
California
$3.26M – – –
TFA
1703
Trinity Financial Advisors
Ohio
$3.26M +$184K +1,272 +6%
CIP
1704
Convergence Investment Partners
Florida
$3.26M +$227K +1,562 +7%
LS
1705
Leelyn Smith
Illinois
$3.26M +$53.5K +369 +2%
PFGIA
1706
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M +$121K +832 +4%
BMC
1707
Beaton Management Company
Massachusetts
$3.25M -$41K -283 -1%
AAM
1708
Alphadyne Asset Management
New York
$3.24M +$2.62M +18,100 +424%
LOAMS
1709
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.23M +$68.6K +473 +2%
CB
1710
CNB Bank
Pennsylvania
$3.23M +$88.6K +611 +3%
AM
1711
Account Management
Massachusetts
$3.22M -$439K -3,025 -12%
HCM
1712
Highlander Capital Management
New Jersey
$3.22M +$1.15M +7,917 +55%
EWM
1713
Evermay Wealth Management
Virginia
$3.22M -$25.2K -174 -0.8%
ACS
1714
Archford Capital Strategies
Illinois
$3.2M +$141K +970 +5%
IFPG
1715
Intrepid Financial Planning Group
Indiana
$3.2M – – –
AC
1716
Addison Capital
Pennsylvania
$3.2M -$345K -2,381 -10%
PWMG
1717
Prestige Wealth Management Group
New Jersey
$3.2M +$1.16M +7,984 +57%
FSG
1718
Financial Strategies Group
Michigan
$3.19M +$412K +2,796 +15%
LCM
1719
Leisure Capital Management
California
$3.19M -$20.7K -143 -0.6%
WOC
1720
West Oak Capital
California
$3.19M +$88.5K +610 +3%
OF
1721
Outfitter Financial
Maine
$3.18M -$2.9K -20 -0.1%
TCA
1722
Trifecta Capital Advisors
Illinois
$3.18M +$198K +1,368 +7%
LWM
1723
Lodestone Wealth Management
Washington
$3.18M -$25.8K -178 -0.8%
CT
1724
Columbia Trust
Oregon
$3.16M +$19.4K +134 +0.6%
V
1725
VeraBank
Texas
$3.15M +$11.6K +80 +0.4%
67 68
69
70 71