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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 %
CWA
2326
Canvas Wealth Advisors
Kansas
$1.41M -$61K -427 -4%
SFM
2327
Signet Financial Management
New Jersey
$1.41M -$98.5K -679 -7%
OCM
2328
Orion Capital Management
California
$1.41M -$193K -1,330 -12%
HAIM
2329
Hunter Associates Investment Management
Pennsylvania
$1.41M +$24.8K +171 +2%
EPM
2330
Equitec Proprietary Markets
Illinois
$1.41M +$1.41M +9,700 New
HIIFS
2331
Harel Insurance Investments & Financial Services
Israel
$1.4M +$216K +1,485 +18%
AI
2332
Atom Investors
Texas
$1.4M -$1.38M -9,524 -50%
SIC
2333
Samalin Investment Counsel
New York
$1.4M -$78.6K -542 -5%
SRC
2334
Sage Rhino Capital
California
$1.4M +$2.76K +19 +0.2%
IC
2335
Inscription Capital
Texas
$1.4M -$194K -1,337 -12%
HTHT
2336
Hemenway Trust Hemenway Trust
New Hampshire
$1.39M – – –
AFP
2337
Ausdal Financial Partners
Iowa
$1.39M +$15.7K +108 +1%
LC
2338
Lavaca Capital
Texas
$1.39M +$12.8K +88 +0.9%
NFA
2339
Northern Financial Advisors
Michigan
$1.39M +$54.7K +377 +4%
PC
2340
PhiloSmith Capital
Connecticut
$1.38M – – –
BHIC
2341
Bassett Hargrove Investment Counsel
Delaware
$1.38M +$6.52K +45 +0.5%
BWM
2342
BlackDiamond Wealth Management
New York
$1.38M -$80K -582 -5%
EP
2343
Edgestream Partners
New Jersey
$1.38M +$983K +6,778 +247%
MCM
2344
Mendel Capital Management
Arkansas
$1.38M +$2.32K +16 +0.2%
MAM
2345
MWA Asset Management
Massachusetts
$1.38M +$1.38M +9,500 New
CBA
2346
Coastal Bridge Advisors
Connecticut
$1.38M +$49.9K +344 +4%
WPA
2347
Winning Points Advisors
Florida
$1.38M -$148K -1,000 -10%
MCM
2348
Morton Capital Management
California
$1.37M – – –
ZF
2349
Zhang Financial
Michigan
$1.37M +$10.2K +70 +0.7%
NFSG
2350
Newbridge Financial Services Group
Florida
$1.37M -$68K -469 -5%
92 93
94
95 96