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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 %
KCM
2426
KRS Capital Management
Michigan
$1.24M -$26.2K -181 -2%
WW
2427
Waterfront Wealth
Kansas
$1.23M +$26.7K +189 +2%
HG
2428
Herbst Group
Connecticut
$1.23M +$102K +700 +9%
TFP
2429
Tilia Fiduciary Partners
North Carolina
$1.23M +$2.32K +16 +0.2%
PG
2430
Proffitt & Goodson
Tennessee
$1.23M -$47K -324 -4%
RCM
2431
Raleigh Capital Management
North Carolina
$1.22M +$49.2K +339 +4%
BG
2432
Benedetti & Gucer
Georgia
$1.22M -$80.2K -553 -6%
SMA
2433
Seven Mile Advisory
New Jersey
$1.22M +$273K +1,884 +29%
WAL
2434
W Advisors LLC
Tennessee
$1.21M +$15.8K +109 +1%
HI
2435
Hendershot Investments
Virginia
$1.21M – – –
D
2436
Diversified
Delaware
$1.21M +$119K +820 +11%
IDBONY
2437
Israel Discount Bank of New York
New York
$1.21M -$33.2K -229 -3%
SM
2438
Salzhauer Michael
$1.2M -$52.5K -362 -4%
LCGC
2439
Legacy Capital Group California
California
$1.2M +$5.22K +36 +0.4%
TF
2440
TLWM Financial
Texas
$1.2M +$49K +338 +4%
HGERS
2441
Householder Group Estate & Retirement Specialist
Arizona
$1.2M +$1.2M +8,275 New
SFG
2442
Sather Financial Group
Texas
$1.2M +$108K +743 +10%
MKC
2443
M. Kraus & Co
Vermont
$1.2M – – –
AA
2444
Addison Advisors
Vermont
$1.2M +$6.82K +47 +0.6%
GPI
2445
General Partner Inc
Pennsylvania
$1.19M -$144K -1,000 -11%
NWM
2446
Northwest Wealth Management
Iowa
$1.19M -$18.1K -125 -1%
EFL
2447
ERn Financial LLC
Wisconsin
$1.19M +$109K +751 +10%
CAM
2448
CPA Asset Management
Florida
$1.19M +$4.93K +34 +0.4%
WCFA
2449
Walkner Condon Financial Advisors
Wisconsin
$1.19M -$4.5K -31 -0.4%
LCM
2450
Lazari Capital Management
California
$1.19M +$9.14K +63 +0.8%
96 97
98
99 100