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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 %
PWA
1726
Phoenix Wealth Advisors
North Carolina
$3.15M +$55.4K +382 +2%
CA
1727
CoreCap Advisors
Michigan
$3.15M -$78.3K -540 -2%
BLC
1728
Brown, Lisle/Cummings
Rhode Island
$3.14M -$16K -110 -0.5%
JE
1729
JMAC Enterprises
Pennsylvania
$3.13M +$198K +1,362 +7%
CIA
1730
Cohen Investment Advisors
New Hampshire
$3.13M -$93.2K -643 -3%
PRA
1731
Pine Ridge Advisers
New York
$3.12M – – –
ORC
1732
O'Rourke & Company
Massachusetts
$3.12M +$40K +276 +1%
SM
1733
Sweeney & Michel
California
$3.12M -$156K -1,075 -5%
LCM
1734
Legato Capital Management
California
$3.11M – – –
Edgewood Management
1735
Edgewood Management
Connecticut
$3.11M – – –
PC
1736
Permanens Capital
New York
$3.1M +$125K +865 +4%
SICM
1737
Sustainable Insight Capital Management
New York
$3.1M -$856K -5,900 -22%
TPW
1738
Transatlantique Private Wealth
New York
$3.09M +$24.2K +167 +0.8%
SHFP
1739
Second Half Financial Partners
Florida
$3.09M -$766K -5,281 -20%
IP
1740
Intellectus Partners
California
$3.08M -$109K -752 -3%
MA
1741
MCF Advisors
Kentucky
$3.08M +$58.9K +406 +2%
MWM
1742
Massachusetts Wealth Management
Massachusetts
$3.08M -$29K -200 -0.9%
MFA
1743
Mayflower Financial Advisors
Massachusetts
$3.08M -$67.4K -465 -2%
SWA
1744
SOA Wealth Advisors
New York
$3.08M -$90.6K -625 -3%
HT
1745
HAP Trading
New York
$3.07M +$3.07M +21,177 New
SAM
1746
Secure Asset Management
Michigan
$3.07M +$157K +1,084 +5%
XSC
1747
X-Square Capital
Puerto Rico
$3.07M – – –
WMA
1748
West Michigan Advisors
Michigan
$3.07M +$39.3K +271 +1%
HBT
1749
Heartland Bank & Trust
Illinois
$3.06M +$9.72K +67 +0.3%
RFA
1750
Resurgent Financial Advisors
Georgia
$3.06M +$37.6K +259 +1%
68 69
70
71 72