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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 %
FCFC
2251
First Citizens Financial Corp
Iowa
$1.56M +$88.3K +609 +6%
EWS
2252
Evergreen Wealth Solutions
Pennsylvania
$1.56M -$125K -864 -7%
FGI
2253
Foresight Global Investors
New York
$1.55M -$496K -3,420 -24%
CG
2254
Corundum Group
Colorado
$1.55M -$143K -985 -8%
ICM
2255
IMS Capital Management
Oregon
$1.55M -$435K -2,997 -22%
ISWM
2256
Independent Solutions Wealth Management
New York
$1.55M +$411K +2,832 +36%
ACL
2257
Applied Capital LLC
Florida
$1.55M -$13.1K -90 -0.8%
FI
2258
Financial Insights
Washington
$1.54M +$138K +994 +10%
NPF
2259
Norris Perne & French
Michigan
$1.54M -$96.2K -663 -6%
CWA
2260
Consilium Wealth Advisory
Texas
$1.54M +$184K +1,272 +14%
MLA
2261
My Legacy Advisors
Oregon
$1.54M -$99.7K -686 -6%
WAM
2262
Wolverine Asset Management
Illinois
$1.54M +$1.54M +10,614 New
TIA
2263
Trust Investment Advisors
Indiana
$1.54M -$59.9K -413 -4%
RPSA
2264
Richard P. Slaughter Associates
Texas
$1.54M +$67.7K +467 +5%
CAM
2265
Costello Asset Management
Pennsylvania
$1.53M -$71.6K -494 -4%
MPCG
2266
Matrix Private Capital Group
New York
$1.53M +$435 +3 +0%
GTAM
2267
Global Trust Asset Management
Florida
$1.53M +$34.2K +236 +2%
CASB
2268
Cape Ann Savings Bank
Massachusetts
$1.53M -$29.4K -203 -2%
AF
2269
Aldebaran Financial
$1.53M -$57.4K -396 -4%
AGA
2270
Accuvest Global Advisors
Utah
$1.52M +$124K +855 +9%
SAMT
2271
Select Asset Management & Trust
Pennsylvania
$1.52M – – –
CFO
2272
CVA Family Office
Colorado
$1.52M +$72.7K +501 +5%
RWA
2273
Rainsberger Wealth Advisors
Colorado
$1.52M +$49.3K +340 +3%
HBWM
2274
Hollow Brook Wealth Management
New York
$1.51M -$54.4K -375 -3%
GWCM
2275
Godshalk Welsh Capital Management
Pennsylvania
$1.51M -$131K -900 -8%
89 90
91
92 93