JPM icon

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 %
VIM
2126
Vista Investment Management
Pennsylvania
$1.77M -$14.6K -101 -0.8%
BST
2127
Bath Savings Trust
Maine
$1.77M -$8.27K -57 -0.5%
FWP
2128
Falcon Wealth Planning
California
$1.77M -$54.1K -373 -3%
LIP
2129
Lighthouse Investment Partners
Florida
$1.76M +$1.76M +12,162 New
KAS
2130
KPP Advisory Services
Kentucky
$1.76M +$1.76M +12,157 New
PIP
2131
Peachtree Investment Partners
Florida
$1.76M +$54.8K +378 +3%
DA
2132
Dover Advisors
Virginia
$1.76M +$4.35K +30 +0.2%
OIM
2133
Oder Investment Management
California
$1.76M -$14.9K -103 -0.8%
AA
2134
Auxano Advisors
Washington
$1.76M +$298K +2,057 +20%
FRA
2135
Front Row Advisors
California
$1.76M +$70.8K +488 +4%
MHIC
2136
Marble Harbor Investment Counsel
Massachusetts
$1.75M +$128K +880 +8%
MMM
2137
Mendel Money Management
Illinois
$1.75M -$20.9K -144 -1%
LIM
2138
Longfellow Investment Management
Massachusetts
$1.75M -$195K -1,343 -10%
LSA
2139
Lion Street Advisors
Texas
$1.75M +$44.2K +305 +3%
6F
2140
626 Financial
Michigan
$1.75M -$35.4K -244 -2%
Two Sigma Investments
2141
Two Sigma Investments
New York
$1.74M – – –
USGIU
2142
U.S. Global Investors (USGI)
Texas
$1.74M – – –
UM
2143
Ulysses Management
New York
$1.74M – – –
SCG
2144
Sonata Capital Group
Washington
$1.74M +$74.4K +513 +4%
VWA
2145
V Wealth Advisors
Kansas
$1.74M -$3.3M -22,722 -65%
AIM
2146
Aigen Investment Management
New York
$1.74M +$1.74M +11,987 New
AWA
2147
Acorn Wealth Advisors
Michigan
$1.73M +$4.93K +34 +0.3%
WCM
2148
Windsor Capital Management
Arizona
$1.73M +$27.4K +189 +2%
FPCP
2149
Fort Point Capital Partners
California
$1.73M -$3.19K -22 -0.2%
HT
2150
Headlands Technologies
Illinois
$1.73M +$1.73M +11,934 New
84 85
86
87 88