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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 %
JGCM
2076
Joseph Group Capital Management
Ohio
$1.93M +$48.6K +335 +3%
PH
2077
Pinnacle Holdings
Oklahoma
$1.91M -$126K -872 -6%
TA
2078
TKG Advisors
Indiana
$1.91M +$946K +6,521 +98%
AI
2079
Accredited Investors
Minnesota
$1.91M -$70K -483 -4%
PBK
2080
Peoples Bank (Kansas)
Kansas
$1.91M +$1.91M +13,190 New
KHLMTHM
2081
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.91M – – –
Aristotle Capital Management
2082
Aristotle Capital Management
California
$1.9M -$3.34K -23 -0.2%
OCM
2083
Orleans Capital Management
Louisiana
$1.9M +$344K +2,375 +22%
WPW
2084
Warther Private Wealth
Ohio
$1.9M -$503K -3,465 -21%
CG
2085
Cutler Group
California
$1.89M -$4.79M -33,052 -72%
YWS
2086
Yarger Wealth Strategies
Ohio
$1.89M +$1.36M +9,356 +256%
DLHL
2087
Donald L. Hagan LLC
Florida
$1.88M -$11.9K -82 -0.6%
BCM
2088
Beck Capital Management
Texas
$1.88M -$988K -6,815 -34%
PVH
2089
Psagot Value Holdings
Israel
$1.87M +$4.86K +33 +0.3%
FFG
2090
Fortem Financial Group
California
$1.87M -$395K -2,723 -17%
PCP
2091
Proficio Capital Partners
Massachusetts
$1.87M +$37.6K +259 +2%
NCM
2092
Neumann Capital Management
California
$1.87M – – –
FCA
2093
FinTrust Capital Advisors
South Carolina
$1.87M +$84K +579 +5%
CB
2094
Centennial Bank
Arkansas
$1.86M +$21.9K +151 +1%
VCM
2095
Violich Capital Management
California
$1.86M -$43.5K -300 -2%
EBWM
2096
Eagle Bluffs Wealth Management
Missouri
$1.86M -$550K -3,791 -23%
RCA
2097
Ranch Capital Advisors
Florida
$1.86M -$14.1K -97 -0.8%
NHC
2098
Nicholas Hoffman & Company
Georgia
$1.86M +$16K +110 +0.9%
I
2099
INVST
Indiana
$1.85M +$140K +965 +8%
PCM
2100
Pointe Capital Management
Michigan
$1.85M -$123K -850 -6%
82 83
84
85 86