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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 %
CHJWM
2101
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.85M +$9.97K +71 +0.5%
IIA
2102
IPG Investment Advisors
California
$1.84M -$4.35K -30 -0.2%
BWA
2103
Blodgett Wealth Advisors
California
$1.84M -$145K -999 -7%
1IA
2104
1620 Investment Advisors
Massachusetts
$1.84M +$1.84M +12,673 New
LWMM
2105
Legacy Wealth Management (Mississippi)
Mississippi
$1.84M -$21.2K -146 -1%
GWM
2106
Greenwich Wealth Management
Connecticut
$1.83M +$20.7K +143 +1%
SCI
2107
Stableford Capital II
Arizona
$1.83M -$33.6K -239 -2%
MS
2108
Maven Securities
Jersey
$1.83M -$1.2M -8,284 -40%
FFC
2109
First Financial Corp
Indiana
$1.82M +$403K +2,779 +28%
BI
2110
Ballast Inc
Kentucky
$1.82M +$48K +331 +3%
WA
2111
Waddell & Associates
Tennessee
$1.82M -$4.79K -33 -0.3%
AWE
2112
Avidian Wealth Enterprises
Texas
$1.82M -$2.18K -15 -0.1%
WI
2113
WrapManager Inc
California
$1.82M -$19.1K -132 -1%
IWM
2114
Iams Wealth Management
Nebraska
$1.81M +$1.81M +12,494 New
WWM
2115
WT Wealth Management
Arizona
$1.81M +$124K +854 +7%
CA
2116
Cornerstone Advisory
Maryland
$1.81M -$86.3K -595 -5%
RAM
2117
Readystate Asset Management
Illinois
$1.8M +$1.8M +12,430 New
ILI
2118
Invesco LLC (Illinois)
Illinois
$1.8M +$38.6K +266 +2%
FIM
2119
Freedom Investment Management
Connecticut
$1.8M -$389K -2,680 -18%
LA
2120
Lindenwold Advisors
Pennsylvania
$1.8M -$13.1K -90 -0.7%
TRIA
2121
Trail Ridge Investment Advisors
Colorado
$1.8M -$30K -207 -2%
TIA
2122
Traphagen Investment Advisors
New Jersey
$1.8M +$21.8K +150 +1%
WAM
2123
Weatherly Asset Management
California
$1.78M – – –
AGP
2124
Autumn Glory Partners
Texas
$1.78M +$28.4K +196 +2%
PWM
2125
Paulson Wealth Management
Illinois
$1.77M +$233K +1,604 +15%
83 84
85
86 87