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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 %
CIM
2051
Chapman Investment Management
California
$1.99M -$34.1K -235 -2%
BFIC
2052
Bedell Frazier Investment Counselling
California
$1.99M -$961K -6,625 -33%
EB
2053
Exchange Bank
California
$1.99M +$54.1K +373 +3%
HNWAG
2054
High Net Worth Advisory Group
Florida
$1.99M -$199K -1,372 -9%
YIH
2055
Y-Intercept (HK)
Hong Kong
$1.98M -$1.01M -6,960 -34%
GKWIM
2056
Gerber Kawasaki Wealth & Investment Management
California
$1.98M +$75.7K +522 +4%
TNA
2057
True North Advisors
Texas
$1.98M -$635K -4,378 -24%
MCI
2058
MRP Capital Investments
Georgia
$1.97M -$1.92M -27,567 -49%
USB
2059
Union Savings Bank
Connecticut
$1.97M +$90.9K +627 +5%
LWP
2060
LMG Wealth Partners
Louisiana
$1.97M -$2.03K -14 -0.1%
CIM
2061
CIM Investment Management
Pennsylvania
$1.97M -$46.1K -318 -2%
SWM
2062
Segment Wealth Management
Texas
$1.96M +$36.5K +252 +2%
SFG
2063
Summit Financial Group
West Virginia
$1.96M -$97.2K -670 -5%
UCB
2064
United Community Bank
South Carolina
$1.96M +$1.47M +10,165 +305%
BFA
2065
Brendel Financial Advisors
New Hampshire
$1.95M -$20K -138 -1%
AFS
2066
Aft Forsyth & Sober
Florida
$1.95M – – –
BAM
2067
Byrne Asset Management
New Jersey
$1.95M +$6.53K +45 +0.3%
VCP
2068
Verus Capital Partners
Arizona
$1.95M -$60.5K -417 -3%
MAM
2069
Mastrapasqua Asset Management
Tennessee
$1.95M +$153K +1,054 +9%
WA
2070
WBH Advisory
Maryland
$1.95M +$10.3K +71 +0.5%
STC
2071
Sarah T. Connolly
$1.95M -$1.55M -10,665 -44%
EG
2072
Ellerson Group
Maryland
$1.95M +$69.6K +480 +4%
LC
2073
LCNB Corp
Ohio
$1.94M -$131K -900 -6%
KJWM
2074
Kiley Juergens Wealth Management
Washington
$1.94M -$42.5K -293 -2%
AC
2075
Avestar Capital
New York
$1.93M +$187K +1,291 +11%
81 82
83
84 85