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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 %
AIM
1801
Acropolis Investment Management
Missouri
$2.89M +$130K +899 +5%
APIM
1802
Agate Pass Investment Management
Washington
$2.89M -$52.2K -360 -2%
ZIG
1803
Zullo Investment Group
Pennsylvania
$2.89M +$84.1K +580 +3%
WPC
1804
White Pine Capital
Minnesota
$2.88M +$134K +925 +5%
WAM
1805
Wakefield Asset Management
Colorado
$2.88M -$99.8K -688 -3%
IP
1806
Investment Partners
Ohio
$2.86M -$164K -1,130 -5%
GSC
1807
G&S Capital
Colorado
$2.86M +$1.26M +8,709 +79%
FPAS
1808
Focus Partners Advisor Solutions
Missouri
$2.86M +$766K +5,279 +37%
CA
1809
Corrado Advisors
New Jersey
$2.86M +$30.6K +211 +1%
1WA
1810
180 Wealth Advisors
Washington
$2.85M +$175K +1,210 +7%
CH
1811
Canton Hathaway
Rhode Island
$2.85M – – –
IAS
1812
Investment Advisory Services
Texas
$2.85M +$11.7K +81 +0.4%
AWM
1813
Aries Wealth Management
Maine
$2.85M +$233K +1,573 +9%
OAM
1814
Oak Asset Management
California
$2.84M -$5.08K -35 -0.2%
JSL
1815
JT Stratford LLC
Georgia
$2.84M -$225K -1,550 -7%
TIA
1816
Tiemann Investment Advisors
California
$2.84M +$7.25K +50 +0.3%
FUBT
1817
First United Bank & Trust
Maryland
$2.83M -$48.6K -335 -2%
CWM
1818
C2C Wealth Management
Arizona
$2.82M +$8.45K +59 +0.3%
CWP
1819
Concord Wealth Partners
Virginia
$2.82M +$356K +2,457 +14%
SC
1820
Sawyer & Company
Massachusetts
$2.81M -$8.7K -60 -0.3%
HCM
1821
Huber Capital Management
California
$2.81M – – –
CCM
1822
Condor Capital Management
New Jersey
$2.81M +$48.1K +332 +2%
TP
1823
Tranquility Partners
Tennessee
$2.81M +$199K +1,372 +8%
HIC
1824
Holderness Investments Company
North Carolina
$2.8M -$22K -152 -0.8%
SQA
1825
Simon Quick Advisors
New Jersey
$2.8M +$399K +2,750 +17%
71 72
73
74 75