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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 %
RWP
2226
Revolve Wealth Partners
New Jersey
$1.6M +$248K +1,707 +18%
BFO
2227
Biltmore Family Office
North Carolina
$1.6M +$145 +1 +0%
TWM
2228
Tradition Wealth Management
Minnesota
$1.6M +$51.2K +353 +3%
SIA
2229
Strategic Investment Advisors
Michigan
$1.6M +$1.6M +11,025 New
RWA
2230
Redhawk Wealth Advisors
Minnesota
$1.6M -$56.7K -391 -3%
WAAG
2231
Wealth Alliance Advisory Group
Kansas
$1.6M +$26.8K +185 +2%
FAM
2232
Formidable Asset Management
Ohio
$1.59M -$19.7K -136 -1%
WC
2233
Waterloo Capital
Texas
$1.59M +$155K +1,068 +11%
AIS
2234
American Investment Services
Massachusetts
$1.59M -$107K -738 -6%
MW
2235
MBL Wealth
North Carolina
$1.59M -$24.4K -168 -2%
CW
2236
CIC Wealth
Maryland
$1.59M +$15.5K +107 +1%
OC
2237
Oarsman Capital
Wisconsin
$1.59M +$23.9K +165 +2%
PEA
2238
Park Edge Advisors
Ohio
$1.59M +$193K +1,332 +14%
WP
2239
Westmount Partners
California
$1.59M +$18K +124 +1%
OBWG
2240
Onyx Bridge Wealth Group
New York
$1.59M +$106K +728 +7%
WDC
2241
Woodward Diversified Capital
California
$1.58M +$106K +729 +7%
LFP
2242
Lakeshore Financial Planning
Michigan
$1.57M +$1.57M +10,854 New
PWC
2243
PYA Waltman Capital
Tennessee
$1.57M +$173K +1,194 +12%
CBT
2244
CoreFirst Bank & Trust
Kansas
$1.57M -$4.79K -33 -0.3%
LFM
2245
LGT Fund Management
Liechtenstein
$1.57M +$93.5K +650 +6%
QC
2246
Quent Capital
New York
$1.57M +$119K +823 +8%
NG
2247
NWK Group
California
$1.56M +$107K +738 +7%
VFPI
2248
Vantage Financial Partners (Illinois)
Illinois
$1.56M -$43.5K -300 -3%
DBG
2249
De Burlo Group
Massachusetts
$1.56M – – –
GA
2250
Gateway Advisory
New Jersey
$1.56M -$173K -1,195 -10%
88 89
90
91 92