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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 %
SSWM
2301
Strait & Sound Wealth Management
California
$1.47M +$422K +2,912 +40%
BIA
2302
Bigelow Investment Advisors
Maine
$1.46M +$7.4K +51 +0.5%
RVPG
2303
Relative Value Partners Group
$1.46M +$387K +2,671 +36%
SSA
2304
South Street Advisors
New York
$1.46M +$90.3K +623 +7%
MTC
2305
Matrix Trust Company
Colorado
$1.46M -$468K -3,226 -24%
RIM
2306
RW Investment Management
Idaho
$1.46M -$84.8K -585 -6%
NL
2307
Navalign LLC
California
$1.46M +$185K +1,273 +15%
CFS
2308
CRA Financial Services
New Jersey
$1.45M -$19.6K -135 -1%
UFG
2309
United Fire Group
Iowa
$1.45M -$1.89M -13,000 -57%
MCM
2310
Maltese Capital Management
New York
$1.45M -$1.45M -10,000 -50%
AA
2311
Aire Advisors
California
$1.45M -$193K -1,333 -12%
HAG
2312
HF Advisory Group
Maryland
$1.45M +$53.6K +367 +4%
TCPWM
2313
Traverso Chambers Private Wealth Management
California
$1.44M +$36.3K +250 +3%
NEWAS
2314
N.E.W. Advisory Services
Wisconsin
$1.44M +$1.74K +12 +0.1%
HWA
2315
Heartwood Wealth Advisors
Virginia
$1.44M -$202K -1,394 -12%
PWM
2316
Prentice Wealth Management
New York
$1.43M -$45.1K -311 -3%
CWS
2317
Cypress Wealth Services
California
$1.43M +$4.21K +29 +0.3%
AF
2318
Apexium Financial
Texas
$1.43M -$11.5K -79 -0.8%
LM
2319
Lincluden Management
Ontario, Canada
$1.43M -$33.2K -229 -2%
AWS
2320
Aspen Wealth Strategies
Colorado
$1.42M +$24.9K +172 +2%
EA
2321
Eudaimonia Advisors
Tennessee
$1.42M -$6.53K -45 -0.5%
AFG
2322
Alterity Financial Group
Maine
$1.41M +$20.6K +142 +1%
RSVP
2323
Ramsay Stattman Vela & Price
Colorado
$1.41M – – –
EFM
2324
Eley Financial Management
Vermont
$1.41M -$26.6K -180 -2%
DL
2325
DOHJ LLC
Washington
$1.41M +$54.9K +382 +4%
91 92
93
94 95