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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 %
KFA
2026
Kapstone Financial Advisors
Ohio
$2.1M +$870K +6,000 +71%
BFA
2027
Benedict Financial Advisors
Georgia
$2.1M -$580 -4 -0%
IWS
2028
Insight Wealth Strategies
California
$2.09M +$146K +1,004 +7%
MLA
2029
MB, Levis & Associates
Pennsylvania
$2.09M -$9.43K -65 -0.4%
CPSC
2030
Carl P. Sherr & Co
Massachusetts
$2.08M +$2.61K +18 +0.1%
YDMI
2031
Y.D. More Investments
Israel
$2.08M -$27.6K -190 -1%
RAM
2032
Ramirez Asset Management
New York
$2.07M +$2.07M +14,258 New
RA
2033
Rockingstone Advisors
Massachusetts
$2.06M +$71.9K +496 +4%
AWA
2034
Amplius Wealth Advisors
Pennsylvania
$2.06M -$460K -3,173 -18%
SFFS
2035
Stonehage Fleming Financial Services
Jersey
$2.05M +$725K +5,000 +55%
IW
2036
Imprint Wealth
South Carolina
$2.05M -$413K -2,846 -17%
FCB
2037
First County Bank
Connecticut
$2.05M +$26.7K +184 +1%
NME
2038
Notis-McConarty Edward
$2.04M -$18.9K -130 -0.9%
MA
2039
MONECO Advisors
Connecticut
$2.04M +$69.3K +478 +4%
BCFD
2040
Boit C.F. David
$2.03M – – –
CAMV
2041
Concord Asset Management (Virginia)
Virginia
$2.03M +$443K +3,057 +28%
IIL
2042
Insight Inv LLC
California
$2.03M -$20.6K -142 -1%
WHC
2043
Wulff, Hansen & Co
California
$2.03M -$13.8K -95 -0.7%
AR
2044
Advisory Research
Illinois
$2.03M -$171K -1,180 -8%
TLCM
2045
Twin Lakes Capital Management
California
$2.02M +$8.27K +57 +0.4%
LI
2046
Lafayette Investments
Maryland
$2.02M -$37.7K -260 -2%
VCM
2047
Virtue Capital Management
Tennessee
$2.01M – – –
MSFS
2048
Main Street Financial Solutions
Pennsylvania
$2.01M -$1.89K -13 -0.1%
WCM
2049
Washington Capital Management
Washington
$2M -$15.2K -105 -0.8%
HA
2050
Hamel Associates
New Jersey
$1.99M -$10.1K -70 -0.5%
80 81
82
83 84