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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 %
PWMG
2201
Pinnacle Wealth Management Group
Michigan
$1.64M +$2.9K +20 +0.2%
PHS
2202
Pekin Hardy Strauss
Illinois
$1.63M -$290K -2,000 -15%
CG
2203
Clarus Group
Texas
$1.63M -$83.8K -578 -5%
BA
2204
Birinyi Associates
Connecticut
$1.63M +$145 +1 +0%
MCM
2205
Mainstay Capital Management
Michigan
$1.63M +$2.47K +17 +0.2%
CFG
2206
CKW Financial Group
Hawaii
$1.63M -$10K -69 -0.6%
TCB
2207
Texas Capital Bancshares
Texas
$1.63M -$10K -69 -0.6%
EWM
2208
Evergreen Wealth Management
Michigan
$1.63M +$22.8K +157 +1%
WAG
2209
Winthrop Advisory Group
Massachusetts
$1.63M +$7.25K +50 +0.4%
GC
2210
Gilbert & Cook
Iowa
$1.62M +$195K +1,343 +14%
WDL
2211
Well Done LLC
Michigan
$1.62M – – –
EWM
2212
Executive Wealth Management
Michigan
$1.62M +$125K +865 +8%
LA
2213
LexAurum Advisors
Kansas
$1.62M +$116K +801 +8%
SFS
2214
Summit Financial Strategies
Ohio
$1.62M +$69.5K +479 +4%
BS
2215
Bessemer Securities
New York
$1.62M -$1.4M -9,659 -46%
WCM
2216
WealthBridge Capital Management
Ohio
$1.62M +$45.7K +315 +3%
KA
2217
Klingman & Associates
New York
$1.62M -$467K -3,221 -22%
CAM
2218
Cacti Asset Management
Georgia
$1.62M – – –
WA
2219
Wealth Architects
California
$1.61M +$25.4K +175 +2%
Kayne Anderson Rudnick Investment Management
2220
Kayne Anderson Rudnick Investment Management
California
$1.61M +$3.77K +26 +0.2%
DI
2221
Diligent Investors
California
$1.61M +$853K +5,882 +112%
PCM
2222
Princeton Capital Management
New Jersey
$1.61M +$48K +331 +3%
GWA
2223
GGM Wealth Advisors
Maryland
$1.61M – – –
HBW
2224
Hazlett, Burt & Watson
West Virginia
$1.61M -$30.9K -213 -2%
BWM
2225
Baystate Wealth Management
Massachusetts
$1.6M +$182K +1,258 +13%
87 88
89
90 91