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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 %
SEEDPG
2001
S.E.E.D. Planning Group
New York
$2.17M -$83.2K -574 -4%
AIA
2002
Armor Investment Advisors
North Carolina
$2.17M +$61.5K +424 +3%
TAM
2003
Titleist Asset Management
Texas
$2.17M -$619K -4,269 -22%
DFA
2004
Delta Financial Advisors
Louisiana
$2.16M +$143K +983 +7%
AA
2005
Altman Advisors
Illinois
$2.16M +$2.16M +14,919 New
PWAM
2006
Pinnacle West Asset Management
Wyoming
$2.16M +$105K +725 +5%
GAM
2007
Grandview Asset Management
Pennsylvania
$2.16M -$715K -4,928 -25%
HIC
2008
Hartline Investment Corp
Illinois
$2.16M +$237K +1,634 +12%
BFW
2009
Brady Family Wealth
Missouri
$2.16M +$54.5K +376 +3%
FBT
2010
First Bank & Trust
South Dakota
$2.16M -$39.4K -272 -2%
FFA
2011
Fragasso Financial Advisors
Pennsylvania
$2.15M -$25.4K -175 -1%
WWM
2012
Wolff Wiese Magana
California
$2.15M -$44.7K -308 -2%
NCM
2013
Next Capital Management
New York
$2.15M – – –
GI
2014
GS Investments
Minnesota
$2.14M -$3.63K -25 -0.2%
HFP
2015
Holistic Financial Partners
Indiana
$2.13M +$86.9K +599 +4%
JWM
2016
Jeppson Wealth Management
California
$2.12M -$102K -700 -5%
A
2017
AustralianSuper
Australia
$2.12M +$105K +721 +5%
DTC
2018
Davidson Trust Company
Washington
$2.12M +$6.24K +43 +0.3%
ACMA
2019
Arbor Capital Management (Alaska)
Alaska
$2.11M -$58.7K -408 -3%
BCA
2020
Bay Colony Advisors
Massachusetts
$2.11M +$206K +1,418 +11%
TI
2021
Truepoint Inc
Ohio
$2.11M +$468K +3,228 +29%
HVP
2022
Hudson Value Partners
Florida
$2.11M +$50K +345 +2%
NPT
2023
Nixon Peabody Trust
Massachusetts
$2.1M -$776K -5,348 -27%
CFS
2024
Commonwealth Financial Services
West Virginia
$2.1M +$2.1M +14,490 New
JHCP
2025
Jackson Hole Capital Partners
Oklahoma
$2.1M -$290K -2,000 -12%
79 80
81
82 83