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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 %
SDWIA
1876
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.62M +$2.76K +19 +0.1%
EFSCE
1877
Enterprise Financial Services Corp (EFSC)
Missouri
$2.62M +$1.16K +8 +0%
AMIM
1878
Aull & Monroe Investment Management
Alabama
$2.61M – – –
EA
1879
Eclectic Associates
California
$2.61M +$13.3K +92 +0.5%
PCM
1880
Pentwater Capital Management
Florida
$2.61M -$1.09M -7,500 -29%
SMC
1881
Smith, Moore & Co
Missouri
$2.61M -$132K -913 -5%
TCPG
1882
Trivant Custom Portfolio Group
California
$2.61M +$2.61M +17,970 New
OAM
1883
Occidental Asset Management
California
$2.61M +$42.8K +295 +2%
IIC
1884
Integrated Investment Consultants
Michigan
$2.59M -$98.8K -681 -4%
HI
1885
Hoey Investments
Pennsylvania
$2.59M +$1.55M +10,675 +148%
LWM
1886
Ledge Wealth Management
Minnesota
$2.59M +$251K +1,730 +11%
WEG
1887
World Equity Group
Illinois
$2.59M +$64.6K +445 +3%
HFBOT
1888
Home Federal Bank of Tennessee
Tennessee
$2.59M -$12K -83 -0.5%
VRM
1889
Vectors Research Management
New York
$2.58M -$451K -3,338 -15%
EHC
1890
Everett Harris & Co
California
$2.57M -$58.3K -402 -2%
RMAM
1891
Raab & Moskowitz Asset Management
New Jersey
$2.57M -$42.2K -291 -2%
CPA
1892
Court Place Advisors
Maryland
$2.56M -$12.6K -87 -0.5%
SFG
1893
Snider Financial Group
Washington
$2.56M +$33.8K +233 +1%
PP
1894
Pegasus Partners
Wisconsin
$2.56M -$5.51K -38 -0.2%
TPWM
1895
Twelve Points Wealth Management
Massachusetts
$2.55M +$28.4K +196 +1%
BMC
1896
Benin Management Corp
Connecticut
$2.55M +$116K +800 +5%
BSA
1897
Bull Street Advisors
Georgia
$2.54M +$69.8K +481 +3%
NPP
1898
New Potomac Partners
Maryland
$2.54M -$15.1K -104 -0.6%
GLA
1899
Good Life Advisors
Pennsylvania
$2.54M -$1.77M -12,175 -41%
MWA
1900
Moser Wealth Advisors
Washington
$2.53M – – –
74 75
76
77 78