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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 %
PMFA
1976
Plante Moran Financial Advisors
Michigan
$2.24M -$53.4K -368 -2%
PFM
1977
Phillips Financial Management
Indiana
$2.24M -$22.2K -153 -1%
WA
1978
Wealth Alliance
New York
$2.24M – – –
SWA
1979
Sutton Wealth Advisors
Florida
$2.23M +$52.4K +361 +2%
CCG
1980
Chatham Capital Group
Georgia
$2.23M +$6.09K +42 +0.3%
EWA
1981
Etesian Wealth Advisors
Oregon
$2.23M -$23.1K -159 -1%
AW
1982
Alaethes Wealth
Nevada
$2.22M -$3.34K -23 -0.1%
TA
1983
Townsend & Associates
Colorado
$2.22M -$457K -3,369 -17%
GC
1984
Guardian Capital
Ontario, Canada
$2.22M +$7.11K +49 +0.3%
BWM
1985
BigSur Wealth Management
Florida
$2.22M -$160K -1,100 -7%
RWS
1986
Resolute Wealth Strategies
Mississippi
$2.22M -$19.9K -137 -0.9%
FFS
1987
Founders Financial Securities
Maryland
$2.22M -$226K -1,556 -9%
REMPR
1988
Roof Eidam Maycock Peralta (REMP)
California
$2.22M -$2.18K -15 -0.1%
CFP
1989
Catalyst Financial Partners
Massachusetts
$2.21M +$600K +4,137 +37%
TWA
1990
TCI Wealth Advisors
Arizona
$2.2M -$15.2K -105 -0.7%
MCM
1991
Manchester Capital Management
Vermont
$2.2M +$83.7K +577 +4%
LMKC
1992
L.M. Kohn & Company
Ohio
$2.2M -$10.7K -74 -0.5%
KF
1993
Krilogy Financial
Missouri
$2.19M -$368K -2,539 -14%
T
1994
TCWP
Ohio
$2.19M +$22.5K +155 +1%
LIA
1995
LS Investment Advisors
Michigan
$2.18M -$29.1K -201 -1%
AO
1996
Advisor OS
Illinois
$2.18M -$641K -4,417 -23%
SN
1997
Sittner & Nelson
Oregon
$2.18M -$54.5K -376 -2%
SWA
1998
SFMG Wealth Advisors
Texas
$2.18M -$14.6K -101 -0.7%
GFP
1999
Gryphon Financial Partners
Ohio
$2.17M +$59.2K +408 +3%
WA
2000
Wambolt & Associates
Colorado
$2.17M +$88.3K +614 +4%
78 79
80
81 82