JPM icon

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 %
BSI
2376
Bennett Selby Investments
Maine
$1.32M -$24.8K -171 -2%
SC
2377
Savoie Capital
Illinois
$1.32M +$1.32M +9,084 New
CG
2378
CFO4Life Group
Texas
$1.32M -$34.4K -237 -3%
WWM
2379
Windsor Wealth Management
Indiana
$1.31M -$77.7K -536 -6%
TWP
2380
Tempus Wealth Planning
California
$1.31M -$498K -3,432 -27%
MTWM
2381
Masso Torrence Wealth Management
New Jersey
$1.31M +$38.1K +263 +3%
RHAM
2382
Round Hill Asset Management
California
$1.31M -$70.8K -488 -5%
CVM
2383
Cheviot Value Management
California
$1.31M -$43.5K -300 -3%
KIG
2384
Kowal Investment Group
Wisconsin
$1.31M +$38.7K +267 +3%
TIM
2385
Tortoise Investment Management
New York
$1.31M +$333K +2,299 +34%
EAM
2386
Evanson Asset Management
California
$1.31M -$21.6K -149 -2%
WFI
2387
West Family Investments
California
$1.3M – – –
APWA
2388
Atlas Private Wealth Advisors
New Jersey
$1.3M +$766K +5,279 +143%
GWP
2389
Gateway Wealth Partners
Wisconsin
$1.3M +$77.2K +532 +6%
MCAI
2390
Members Capital Advisors Inc
Wisconsin
$1.3M – – –
CIA
2391
Citadel Investment Advisory
Ohio
$1.3M -$3.63K -25 -0.3%
HR
2392
Hardy Reed
Mississippi
$1.3M +$47.6K +328 +4%
RRA
2393
Round Rock Advisors
Connecticut
$1.29M – – –
PPP
2394
Private Portfolio Partners
New Jersey
$1.29M +$15.5K +107 +1%
JSW
2395
Journey Strategic Wealth
New Jersey
$1.29M -$169K -1,165 -12%
CAM
2396
Cozad Asset Management
Illinois
$1.28M – – –
HFAS
2397
Hummer Financial Advisory Services
Illinois
$1.28M – – –
IAM
2398
Innovis Asset Management
Illinois
$1.28M -$6.96K -48 -0.5%
BCP
2399
Berkeley Capital Partners
Georgia
$1.28M +$37.1K +256 +3%
JWWM
2400
Johnson & White Wealth Management
Pennsylvania
$1.28M -$5.51K -38 -0.4%
94 95
96
97 98