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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 %
HWA
1826
HCR Wealth Advisors
California
$2.8M -$781K -5,384 -22%
OHWP
1827
Oak Harbor Wealth Partners
North Carolina
$2.79M +$2.03K +14 +0.1%
HIC
1828
Harvey Investment Company
Kentucky
$2.79M – – –
RCG
1829
Regatta Capital Group
California
$2.79M -$107K -736 -4%
HW
1830
Hedeker Wealth
Illinois
$2.78M -$1.85M -12,751 -40%
PL
1831
Perpetual Ltd
Australia
$2.78M -$34.2K -236 -1%
CCG
1832
Ceeto Capital Group
Florida
$2.78M +$73.5K +507 +3%
LWA
1833
Lineweaver Wealth Advisors
Ohio
$2.77M +$301K +2,075 +12%
DBIA
1834
Dumont & Blake Investment Advisors
New Jersey
$2.77M -$6.82K -47 -0.2%
AWM
1835
Affinity Wealth Management
Delaware
$2.76M -$6.09K -42 -0.2%
SLT
1836
St Louis Trust
Missouri
$2.76M – – –
BFA
1837
Beaumont Financial Advisors
Massachusetts
$2.76M +$130K +894 +5%
KFI
1838
Key Financial Inc
Pennsylvania
$2.76M +$3.63K +25 +0.1%
EL
1839
EMFO LLC
Florida
$2.75M -$1.18M -8,127 -30%
WP
1840
WMS Partners
Maryland
$2.75M -$90.3K -623 -3%
MIM
1841
Miller Investment Management
Pennsylvania
$2.75M – – –
RIA
1842
Realta Investment Advisors
Delaware
$2.74M -$50.8K -349 -2%
EFG
1843
Everhart Financial Group
Ohio
$2.74M +$70.3K +485 +3%
TCM
1844
Tandem Capital Management
New Jersey
$2.74M -$42.9K -296 -2%
MG
1845
Mather Group
Illinois
$2.74M +$177K +1,223 +7%
VCAM
1846
Van Cleef Asset Management
Ohio
$2.73M -$116K -798 -4%
FM
1847
Family Management
New York
$2.73M -$2.07M -14,294 -43%
FFA
1848
Fortune Financial Advisors
Kansas
$2.72M +$8.12K +56 +0.3%
PFSC
1849
Peoples Financial Services Corp
Pennsylvania
$2.72M -$124K -857 -4%
GWM
1850
Graybill Wealth Management
Illinois
$2.71M -$29.9K -206 -1%
72 73
74
75 76