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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 %
CFFP
1901
Center for Financial Planning
Michigan
$2.53M +$107K +739 +4%
FPIS
1902
Financial Planning & Information Services
Wisconsin
$2.53M – – –
KCG
1903
Kinsale Capital Group
Virginia
$2.51M +$798K +5,504 +47%
FBT
1904
First Bankers Trust
Kentucky
$2.51M -$18.9K -130 -0.7%
CAS
1905
Coppell Advisory Solutions
Texas
$2.51M +$515K +3,839 +26%
MCA
1906
Magnolia Capital Advisors
Mississippi
$2.5M +$36.8K +268 +1%
WFAG
1907
Worth Financial Advisory Group
North Carolina
$2.5M +$50.3K +347 +2%
MC
1908
Martin & Co
Tennessee
$2.49M +$117K +806 +5%
HWA
1909
Heritage Wealth Advisors
Virginia
$2.49M -$48.3K -333 -2%
KIC
1910
Kensington Investment Counsel
California
$2.49M +$197K +1,361 +9%
3IP
1911
3Chopt Investment Partners
Virginia
$2.49M +$90.2K +622 +4%
SCM
1912
Spreng Capital Management
Ohio
$2.48M +$559K +3,856 +29%
FCFC
1913
First Commonwealth Financial Corp
Pennsylvania
$2.48M -$5.51K -38 -0.2%
BBNA
1914
Bremer Bank National Association
Minnesota
$2.48M -$260K -1,795 -10%
VBCG
1915
Valley Brook Capital Group
Pennsylvania
$2.47M -$349K -2,409 -12%
MCCP
1916
Mission Creek Capital Partners
California
$2.47M +$27.4K +189 +1%
MWA
1917
Monograph Wealth Advisors
California
$2.47M +$2.47M +17,040 New
IP
1918
Ignite Planners
California
$2.47M +$949K +6,640 +63%
FCCM
1919
First City Capital Management
Georgia
$2.47M -$27.4K -189 -1%
CBFP
1920
Cedar Brook Financial Partners
Ohio
$2.46M -$127K -875 -5%
LCM
1921
Landscape Capital Management
New Jersey
$2.45M +$955K +6,585 +64%
FA
1922
FDx Advisors
Illinois
$2.45M -$2.28M -15,707 -48%
RSA
1923
River Street Advisors
Illinois
$2.45M +$6.38K +44 +0.3%
SIM
1924
Sentry Investment Management
Wisconsin
$2.45M -$564K -3,888 -19%
LAIC
1925
Lederer & Associates Investment Counsel
California
$2.44M -$27K -186 -1%
75 76
77
78 79