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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 %
ACM
2401
Ategra Capital Management
Virginia
$1.28M -$3.63K -25 -0.3%
Eagle Capital Management (New York)
2402
Eagle Capital Management (New York)
New York
$1.28M – – –
CWM
2403
Castle Wealth Management
Florida
$1.28M +$125K +860 +11%
BWM
2404
Bulltick Wealth Management
Florida
$1.28M +$349K +2,407 +38%
TT
2405
TI-Trust
Illinois
$1.27M +$17.1K +118 +1%
NA
2406
Navellier & Associates
Nevada
$1.27M +$1.02M +7,060 +415%
FNBTCON
2407
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M -$19.6K -135 -2%
BFG
2408
Bouchey Financial Group
New York
$1.27M +$131K +905 +12%
DM
2409
Delphi Management
Massachusetts
$1.27M -$63.1K -435 -5%
CC
2410
Callan Capital
California
$1.27M -$159K -1,093 -11%
WPA
2411
West Paces Advisors
Georgia
$1.26M -$119K -821 -9%
DWM
2412
Defined Wealth Management
Oregon
$1.26M -$3.92K -27 -0.3%
CCA
2413
Childress Capital Advisors
Texas
$1.26M +$946K +6,523 +299%
WWP
2414
WR Wealth Planners
Missouri
$1.26M +$322K +2,217 +34%
KCFA
2415
Key Client Fiduciary Advisors
New Jersey
$1.26M +$10.6K +73 +0.8%
AC
2416
Asio Capital
Kentucky
$1.26M +$83.1K +573 +7%
RL
2417
Rogco LP
Oklahoma
$1.25M +$1.25M +8,625 New
Members Trust
2418
Members Trust
Florida
$1.25M -$65.1K -441 -5%
FNBSF
2419
First National Bank Sioux Falls
South Dakota
$1.25M +$22.3K +154 +2%
WIA
2420
Westbourne Investment Advisors
Maryland
$1.25M -$26.5K -183 -2%
LB
2421
Legacy Bridge
Iowa
$1.24M -$7.25K -50 -0.6%
SC
2422
Steph & Co
Wisconsin
$1.24M -$4.79K -33 -0.4%
SFB
2423
STAR Financial Bank
Indiana
$1.24M -$109K -752 -8%
PA
2424
Prossimo Advisors
California
$1.24M -$7.98K -55 -0.6%
TFA
2425
Triad Financial Advisors
North Carolina
$1.24M +$22K +152 +2%
95 96
97
98 99