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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 %
LSA
1751
L & S Advisors
California
$3.06M -$207K -1,426 -6%
SAM
1752
Sawgrass Asset Management
Florida
$3.05M -$21K -145 -0.7%
PWG
1753
Portside Wealth Group
Utah
$3.05M -$192K -1,326 -6%
CS
1754
Crescent Sterling
Louisiana
$3.05M -$239K -1,650 -7%
APG
1755
Abacus Planning Group
South Carolina
$3.05M +$580 +4 +0%
MUAMU
1756
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.05M +$725K +5,000 +31%
SOAMC
1757
Spirit of America Management Corp
New York
$3.04M +$29K +200 +1%
SW
1758
StrongBox Wealth
Missouri
$3.04M -$101K -695 -3%
DMKJ
1759
David M. Knott Jr
$3.04M – – –
BDS
1760
Banco de Sabadell
Florida
$3.04M -$243K -1,673 -7%
SMH
1761
Sanders Morris Harris
Texas
$3.03M +$95.3K +660 +3%
BC
1762
Bowman & Company
Wisconsin
$3.03M +$184K +1,269 +6%
BHA
1763
Beech Hill Advisors
New York
$3.02M -$214K -1,473 -7%
KWA
1764
KCS Wealth Advisory
California
$3.02M -$455K -3,136 -13%
ECML
1765
Eagle Capital Management (Louisiana)
Louisiana
$3.02M +$1.42M +9,781 +88%
NL
1766
NWAM LLC
Washington
$3.02M -$105K -723 -3%
PWA
1767
Providence Wealth Advisors
Illinois
$3.02M +$12.2K +85 +0.4%
NAMP
1768
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.01M +$30.2K +208 +1%
PFBT
1769
Parkside Financial Bank & Trust
Missouri
$3M +$66.7K +460 +2%
PCM
1770
Poehling Capital Management
Wisconsin
$3M -$103K -712 -3%
OAM
1771
Ostrum Asset Management
France
$3M -$2.75M -18,967 -48%
CCA
1772
Cobblestone Capital Advisors
New York
$3M +$43.4K +299 +1%
FWM
1773
Forza Wealth Management
Florida
$2.99M +$43.5K +300 +1%
LOIM
1774
Liberty One Investment Management
Illinois
$2.99M +$123K +848 +4%
RGI
1775
River Global Investors
United Kingdom
$2.98M -$403K -2,781 -12%
69 70
71
72 73