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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 %
EWM
1926
Empirical Wealth Management
Washington
$2.44M -$206K -1,421 -8%
OFA
1927
Oak Family Advisors
Illinois
$2.43M +$208K +1,433 +9%
VFA
1928
Voya Financial Advisors
Connecticut
$2.42M +$72.9K +494 +3%
SGC
1929
Slocum, Gordon & Co
Rhode Island
$2.41M -$160K -1,100 -6%
GWM
1930
GSB Wealth Management
Connecticut
$2.41M +$4.79K +33 +0.2%
HCCM
1931
Hudson Canyon Capital Management
New York
$2.41M – – –
NW
1932
Naviter Wealth
Arkansas
$2.41M +$115K +791 +5%
MTIC
1933
Missouri Trust & Investment Company
Missouri
$2.4M +$75.7K +522 +3%
APF
1934
Alaska Permanent Fund
Alaska
$2.39M – – –
HH
1935
HWG Holdings
Texas
$2.39M +$2.38M +16,430 +26,079%
IFWM
1936
Institute for Wealth Management
Colorado
$2.38M -$42.8K -295 -2%
CA
1937
Cumberland Advisors
Florida
$2.38M -$49.3K -340 -2%
TWM
1938
TriaGen Wealth Management
California
$2.38M -$1.72M -11,862 -42%
LIM
1939
Loudon Investment Management
New Hampshire
$2.37M -$137K -947 -5%
RTC
1940
Riverview Trust Company
Washington
$2.37M – – –
AP
1941
Adero Partners
California
$2.37M -$7.54K -52 -0.3%
RF
1942
Rollins Financial
Georgia
$2.36M +$151K +1,043 +7%
NF
1943
Nvest Financial
New Hampshire
$2.36M +$62.5K +431 +3%
RHP
1944
Royal Harbor Partners
Texas
$2.36M +$52.4K +361 +2%
WCBA
1945
Weaver C. Barksdale & Associates
Tennessee
$2.36M +$401K +2,768 +20%
PIWA
1946
Prevail Innovative Wealth Advisors
Kansas
$2.34M +$2.34M +16,155 New
BCM
1947
Boltwood Capital Management
California
$2.34M -$76.9K -530 -3%
SCM
1948
Stevens Capital Management
Pennsylvania
$2.34M -$4.08M -28,165 -64%
RL
1949
Ruffer LLP
United Kingdom
$2.34M +$262K +1,774 +13%
PPC
1950
Park Place Capital
Alabama
$2.33M -$155K -1,068 -6%
76 77
78
79 80