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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 %
HFM
2276
Hartford Funds Management
Pennsylvania
$1.51M +$119K +819 +9%
ECP
2277
Epacria Capital Partners
Colorado
$1.51M – – –
CAL
2278
Capital Advisors Ltd
Ohio
$1.51M – – –
GHAM
2279
Gilman Hill Asset Management
Connecticut
$1.51M -$18.3K -126 -1%
JF
2280
JSF Financial
California
$1.51M -$41.3K -285 -3%
SIG
2281
Sky Investment Group
Connecticut
$1.51M -$2.76K -19 -0.2%
FMP
2282
Financial Management Professionals
Texas
$1.51M -$165K -1,136 -10%
SIC
2283
Sterling Investment Counsel
New York
$1.5M -$14.1K -97 -0.9%
TC
2284
Taika Capital
Florida
$1.5M -$11.6K -80 -0.8%
CCI
2285
Credit Capital Investments
New Jersey
$1.49M -$899K -6,200 -38%
BIA
2286
BHK Investment Advisors
Alabama
$1.49M -$175K -1,205 -10%
TCM
2287
Towercrest Capital Management
Pennsylvania
$1.49M +$290 +2 +0%
AWM
2288
Angeles Wealth Management
California
$1.49M +$269K +1,855 +22%
AC
2289
Allstate Corporation
Illinois
$1.48M – – –
PWM
2290
Palumbo Wealth Management
New York
$1.48M -$424K -2,927 -22%
AFM
2291
Armstrong Fleming & Moore
District of Columbia
$1.48M – – –
FWM
2292
Focused Wealth Management
New York
$1.47M +$10.4K +72 +0.7%
LF
2293
LifeSteps Financial
California
$1.47M +$1.6K +11 +0.1%
PCM
2294
Prelude Capital Management
New York
$1.47M +$13.6K +94 +0.9%
LCAM
2295
London & Capital Asset Management
United Kingdom
$1.47M -$2.03K -14 -0.1%
PIA
2296
Perennial Investment Advisors
California
$1.47M -$7.4K -51 -0.5%
FNBOH
2297
First National Bank of Hutchinson
Kansas
$1.47M +$32.9K +227 +2%
CGA
2298
Crescent Grove Advisors
Illinois
$1.47M +$38.1K +263 +3%
CG
2299
Cynosure Group
Utah
$1.47M +$91.7K +632 +7%
MFC
2300
Morris Financial Concepts
South Carolina
$1.47M -$21K -145 -1%
90 91
92
93 94