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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 %
ECU
1851
Eisler Capital (US)
New York
$2.71M +$2.71M +18,706 New
EHWM
1852
Eads & Heald Wealth Management
Georgia
$2.71M -$65.8K -454 -2%
CWM
1853
Connecticut Wealth Management
Connecticut
$2.69M +$1.16M +8,028 +76%
OWP
1854
Obermeyer Wealth Partners
Colorado
$2.69M +$6.53K +45 +0.2%
KFGK
1855
Keystone Financial Group (Kentucky)
Kentucky
$2.69M +$142K +976 +6%
ATWA
1856
Arbor Trust Wealth Advisors
Michigan
$2.69M +$8.85K +61 +0.3%
AIM
1857
Aspen Investment Management
Michigan
$2.69M +$17.8K +123 +0.7%
BWM
1858
BCGM Wealth Management
Indiana
$2.67M +$87.2K +601 +3%
AAM
1859
Aureus Asset Management
Massachusetts
$2.66M +$146K +1,009 +6%
CA
1860
CGN Advisors
Kansas
$2.66M +$40.5K +279 +2%
HDIM
1861
Hanson & Doremus Investment Management
Vermont
$2.66M -$870 -6 -0%
RFA
1862
Register Financial Advisors
Georgia
$2.66M -$276K -1,900 -9%
MSK
1863
Melissa S. Kampmann
$2.66M +$2.66M +18,322 New
GPA
1864
Guerra Pan Advisors
New Jersey
$2.65M -$16.7K -115 -0.6%
AWM
1865
Ameliora Wealth Management
Switzerland
$2.65M +$114K +785 +4%
FFA
1866
Farther Finance Advisors
California
$2.64M +$536K +3,694 +25%
PWPS
1867
Pinnacle Wealth Planning Services
Ohio
$2.64M -$12K -83 -0.5%
GFG
1868
Goldstone Financial Group
Illinois
$2.63M -$53.9K -372 -2%
DS
1869
DRW Securities
Illinois
$2.63M -$1.5M -10,311 -36%
RWM
1870
RKL Wealth Management
Pennsylvania
$2.63M -$57.1K -394 -2%
RDFA
1871
Ritter Daniher Financial Advisory
Ohio
$2.63M +$141K +974 +6%
SIA
1872
Sage Investment Advisers
New York
$2.63M -$6.38K -44 -0.2%
WA
1873
WP Advisors
California
$2.63M -$7.11K -49 -0.3%
MIM
1874
Moseley Investment Management
Florida
$2.63M +$6.82K +47 +0.3%
FWM
1875
Finer Wealth Management
Massachusetts
$2.62M +$316K +2,179 +14%
73 74
75
76 77