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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 %
CIAS
1951
CFS Investment Advisory Services
New Jersey
$2.32M +$337K +2,321 +17%
WCM
1952
Weik Capital Management
Pennsylvania
$2.31M -$725 -5 -0%
DAM
1953
Delta Asset Management
Tennessee
$2.31M +$1.6K +11 +0.1%
AWC
1954
Abundance Wealth Counselors
Pennsylvania
$2.31M -$117K -806 -5%
DFCM
1955
Dark Forest Capital Management
Puerto Rico
$2.31M +$1.34M +9,229 +138%
LBC
1956
Lawrence B. Cohen
$2.31M -$1.5M -10,359 -39%
MWM
1957
Marion Wealth Management
Pennsylvania
$2.31M -$25.2K -174 -1%
BOCM
1958
Bontempo Ohly Capital Management
Maryland
$2.31M -$3.63K -25 -0.2%
VWM
1959
Venturi Wealth Management
Texas
$2.3M -$36.4K -251 -2%
DA
1960
Dillon & Associates
Michigan
$2.3M -$39.7K -274 -2%
BL
1961
Balentine LLC
Georgia
$2.3M -$375K -2,584 -14%
CPIA
1962
Cornell Pochily Investment Advisors
New York
$2.3M +$7.11K +49 +0.3%
PCTC
1963
Perkins Coie Trust Company
Washington
$2.3M +$829K +5,717 +57%
OIA
1964
Optimum Investment Advisors
Illinois
$2.29M +$62.4K +430 +3%
GG
1965
Gleason Group
Kentucky
$2.29M -$14.8K -102 -0.6%
IF
1966
Ironwood Financial
Arizona
$2.29M – – –
AWM
1967
Aberdeen Wealth Management
Illinois
$2.28M – – –
BIP
1968
Blueprint Investment Partners
North Carolina
$2.28M +$86.4K +596 +4%
BCM
1969
Birmingham Capital Management
Alabama
$2.28M +$558K +3,845 +32%
CA
1970
Continental Advisors
Utah
$2.27M -$145K -1,000 -6%
BB
1971
Bell Bank
North Dakota
$2.26M +$140K +968 +7%
ATFA
1972
All Terrain Financial Advisors
Minnesota
$2.25M +$71.6K +494 +3%
RZH
1973
Relyea Zuckerberg Hanson
Connecticut
$2.25M -$44.8K -309 -2%
CIC
1974
Chilton Investment Company
Connecticut
$2.25M -$132K -910 -6%
CW
1975
Channel Wealth
California
$2.25M +$348K +2,403 +18%
77 78
79
80 81