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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 %
FAG
2176
Fortitude Advisory Group
Washington
$1.69M +$656K +4,526 +64%
RPCONE
2177
Retirement Planning Company of New England
Rhode Island
$1.68M +$970K +6,687 +136%
AGAM
2178
Audent Global Asset Management
California
$1.68M -$334K -2,301 -17%
RBFC
2179
Roman Butler Fullerton & Co
Missouri
$1.68M +$20.6K +139 +1%
EIM
2180
Essex Investment Management
Massachusetts
$1.68M -$181K -1,250 -10%
PCS
2181
Personal CFO Solutions
New Jersey
$1.66M +$79.9K +551 +5%
OAM
2182
Odey Asset Management
United Kingdom
$1.66M -$448K -3,092 -21%
HCM
2183
HMS Capital Management
Tennessee
$1.66M -$67.1K -463 -4%
SWK
2184
Stephen W. Kidder
$1.66M -$14.5K -100 -0.9%
EWM
2185
Elmwood Wealth Management
California
$1.66M -$55.5K -383 -3%
CPRC
2186
Consolidated Portfolio Review Corp
New York
$1.66M +$26.1K +180 +2%
OCPWS
2187
One Charles Private Wealth Services
Massachusetts
$1.66M +$35K +241 +2%
SPWM
2188
Schrum Private Wealth Management
Florida
$1.66M +$870 +6 +0.1%
CFA
2189
Camarda Financial Advisors
Florida
$1.66M +$1.66M +11,414 New
AC
2190
AXQ Capital
New Jersey
$1.65M +$1M +6,900 +153%
CIM
2191
Caldwell Investment Management
Ontario, Canada
$1.65M – – –
GCC
2192
Game Creek Capital
Massachusetts
$1.65M -$127K -875 -7%
CA
2193
Carson Advisory
Georgia
$1.65M +$187K +1,290 +13%
PIMG
2194
Patriot Investment Management Group
Tennessee
$1.64M -$2.47K -17 -0.2%
OL
2195
Optas LLC
Texas
$1.64M -$32.1K -221 -2%
JFA
2196
JNBA Financial Advisors
Minnesota
$1.64M +$35.7K +246 +2%
HCM
2197
Highview Capital Management
Illinois
$1.64M -$5.8K -40 -0.4%
CRWM
2198
Castle Rock Wealth Management
California
$1.64M +$12.2K +84 +0.8%
SJIM
2199
St. Johns Investment Management
Florida
$1.64M -$12.9K -89 -0.8%
CRI
2200
Colonial River Investments
Virginia
$1.64M +$1.25M +8,626 +325%
86 87
88
89 90