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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 %
KLWA
2151
Kelly Lawrence W & Associates
California
$1.73M +$23.2K +160 +1%
KMWM
2152
Keudell/Morrison Wealth Management
Oregon
$1.73M +$12.9K +89 +0.8%
AC
2153
Aldebaran Capital
Indiana
$1.73M – – –
VC
2154
Vicus Capital
Pennsylvania
$1.73M +$312K +2,150 +22%
CWM
2155
Chesapeake Wealth Management
Virginia
$1.72M -$72.4K -499 -4%
ACM
2156
Allred Capital Management
Texas
$1.72M +$35.5K +245 +2%
MIP
2157
Marietta Investment Partners
Wisconsin
$1.72M -$870 -6 -0.1%
ADBIC
2158
A.D. Beadell Investment Counsel
Wisconsin
$1.71M -$87K -600 -5%
WMP
2159
Wealth Management Partners
Arizona
$1.71M +$144K +992 +9%
BWP
2160
BSW Wealth Partners
Colorado
$1.71M -$19.4K -134 -1%
DWM
2161
Drive Wealth Management
Utah
$1.71M -$147K -1,015 -8%
MA
2162
MBA Advisors
Pennsylvania
$1.71M +$580 +4 +0%
BSAM
2163
Blue Square Asset Management
New York
$1.7M +$95K +655 +6%
NRC
2164
New Republic Capital
North Carolina
$1.7M -$10.4M -72,040 -86%
AFC
2165
AFT Forsyth & Company
Florida
$1.7M +$29.7K +205 +2%
PFWA
2166
Paces Ferry Wealth Advisors
Georgia
$1.7M +$5.51K +38 +0.3%
OP
2167
ORG Partners
Indiana
$1.7M -$39.7K -274 -2%
MCC
2168
Money Concepts Capital
Florida
$1.7M -$165K -1,140 -9%
TAM
2169
Trillium Asset Management
Massachusetts
$1.7M -$28.7K -198 -2%
SM
2170
Sciencast Management
New Jersey
$1.69M +$1.69M +11,679 New
TGAM
2171
TBH Global Asset Management
Tennessee
$1.69M +$64K +441 +4%
PBO
2172
Peoples Bank (Ohio)
Ohio
$1.69M +$1.89K +13 +0.1%
CBT
2173
Central Bank & Trust
Kentucky
$1.69M +$188K +1,298 +13%
AWA
2174
Aaron Wealth Advisors
Illinois
$1.69M +$31.2K +215 +2%
OHWA
2175
Oak Hill Wealth Advisors
Virginia
$1.69M +$9.28K +64 +0.6%
85 86
87
88 89