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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 %
SWM
1776
Sugarloaf Wealth Management
Georgia
$2.98M -$28.4K -196 -0.9%
AIC
1777
Archer Investment Corporation
Indiana
$2.97M +$18.4K +127 +0.6%
CCWM
1778
Cassaday & Co Wealth Management
Virginia
$2.97M -$119K -824 -4%
LFA
1779
Landmark Financial Advisors
Kentucky
$2.96M -$20.6K -142 -0.7%
CT
1780
Coastline Trust
Rhode Island
$2.96M -$77.3K -533 -3%
MCM
1781
Marathon Capital Management
Maryland
$2.96M +$48.6K +335 +2%
GEA
1782
Glen Eagle Advisors
New Jersey
$2.96M -$22.2K -153 -0.7%
RCWM
1783
Royal Capital Wealth Management
Indiana
$2.95M -$92.7K -639 -3%
EFG
1784
Ethos Financial Group
Pennsylvania
$2.95M +$493K +3,399 +20%
SWMP
1785
Signature Wealth Management Partners
New Jersey
$2.94M +$77.7K +536 +3%
SWM
1786
Sculati Wealth Management
Michigan
$2.93M +$91.7K +632 +3%
PRS
1787
Pinkerton Retirement Specialists
Idaho
$2.93M -$40.9K -282 -1%
ODG
1788
O'Dell Group
Ohio
$2.93M -$56K -386 -2%
KWM
1789
Keebeck Wealth Management
Illinois
$2.93M +$1.31K +9 +0%
DC
1790
DeDora Capital
California
$2.92M +$59.6K +411 +2%
CPC
1791
Congress Park Capital
New York
$2.92M -$1.25M -8,620 -30%
FCA
1792
FLC Capital Advisors
California
$2.92M -$443K -3,058 -13%
GPTE
1793
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.92M – – –
MAWCM
1794
Mine & Arao Wealth Creation & Management
California
$2.92M +$24.4K +168 +0.8%
KS
1795
Karpas Strategies
Connecticut
$2.91M -$180K -1,242 -6%
PMA
1796
Prudent Man Advisors
Illinois
$2.91M +$390K +2,687 +15%
LA
1797
Legacy Advisors
Pennsylvania
$2.91M -$35.5K -245 -1%
IF
1798
Intrua Financial
Texas
$2.91M +$16K +110 +0.6%
PRWA
1799
Platte River Wealth Advisors
Colorado
$2.9M +$8.56K +59 +0.3%
LWM
1800
Laidlaw Wealth Management
New York
$2.89M -$3.15M -21,736 -52%
70 71
72
73 74