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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 %
AAM
2351
AMI Asset Management
California
$1.36M +$148K +1,022 +12%
LCM
2352
LVM Capital Management
Michigan
$1.36M +$10.2K +70 +0.8%
FP
2353
Fiduciary Planning
Florida
$1.36M -$469K -3,233 -26%
PF
2354
Prosperitas Financial
California
$1.36M +$1.36M +9,376 New
RWP
2355
Ridgecrest Wealth Partners
California
$1.36M -$2.18K -15 -0.2%
CFSG
2356
Community Financial Services Group
Vermont
$1.35M +$1.35M +9,334 New
IF
2357
IRON Financial
Illinois
$1.35M -$10.7K -74 -0.8%
WMA
2358
Wealth Management Associates
New Jersey
$1.35M +$72.2K +498 +6%
GSWM
2359
Greenup Street Wealth Management
Michigan
$1.35M +$291K +2,008 +27%
TCWM
2360
Total Clarity Wealth Management
Illinois
$1.35M -$28.1K -194 -2%
FH
2361
FWG Holdings
Florida
$1.34M +$26K +182 +2%
MFP
2362
Meridian Financial Partners
Virginia
$1.34M -$30.9K -213 -2%
CSC
2363
Caldwell Sutter Capital
California
$1.34M -$50.9K -351 -4%
KA
2364
Kozak & Associates
Colorado
$1.34M -$55.6K -383 -4%
W
2365
Wealthquest
Ohio
$1.34M +$1.45K +10 +0.1%
HWM
2366
Hemington Wealth Management
Virginia
$1.34M -$64.9K -448 -5%
SWRP
2367
Summit Wealth & Retirement Planning
California
$1.34M -$67.7K -467 -5%
MA
2368
MJP Associates
Connecticut
$1.34M -$424K -2,922 -24%
FWA
2369
FSM Wealth Advisors
Ohio
$1.34M -$69.5K -479 -5%
AFS
2370
Access Financial Services
Minnesota
$1.33M – – –
FP
2371
Financial Perspectives
Minnesota
$1.33M -$2.47K -17 -0.2%
CSB
2372
City State Bank
Iowa
$1.33M -$1.45K -10 -0.1%
RB
2373
Renasant Bank
Mississippi
$1.32M -$15.1K -104 -1%
SFWA
2374
Summit Financial Wealth Advisors
Louisiana
$1.32M +$105K +729 +9%
KP
2375
Keel Point
Alabama
$1.32M -$82.8K -571 -6%
93 94
95
96 97