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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 %
BCG
2451
Breakwater Capital Group
New Jersey
$1.19M +$130K +934 +12%
MFG
2452
Monte Financial Group
Connecticut
$1.19M – – –
AIA
2453
Alera Investment Advisors
Illinois
$1.19M -$6.67K -46 -0.6%
CCA
2454
Cora Capital Advisors
New Jersey
$1.18M -$18.6K -128 -2%
AC
2455
ASB Consultores
Florida
$1.18M -$514K -3,542 -30%
MHWM
2456
Montz Harcus Wealth Management
Louisiana
$1.18M +$10K +69 +0.9%
SR
2457
Syntax Research
Florida
$1.18M +$1.18M +8,134 New
ZB
2458
Zions Bancorporation
Utah
$1.18M -$56.3K -388 -5%
CS
2459
Capital Square
Tennessee
$1.18M -$342K -2,344 -23%
OIM
2460
Orca Investment Management
Oregon
$1.18M -$26.1K -180 -2%
PWMG
2461
Provence Wealth Management Group
California
$1.18M +$16.4K +113 +1%
AC
2462
Apella Capital
Connecticut
$1.18M -$20.6K -142 -2%
PWM
2463
Purus Wealth Management
California
$1.17M +$56.1K +387 +5%
EAM
2464
Eukles Asset Management
Ohio
$1.17M +$21K +145 +2%
EM
2465
ELCO Management
New York
$1.17M +$2.9K +20 +0.2%
PP
2466
PDT Partners
New York
$1.17M -$2.84M -19,600 -71%
BFA
2467
Beacon Financial Advisory
Ohio
$1.17M +$7.4K +51 +0.6%
MSCM
2468
McElhenny Sheffield Capital Management
Texas
$1.16M -$46.6K -321 -4%
SC
2469
Stephens Consulting
Michigan
$1.16M -$2.18K -15 -0.2%
GCM
2470
GoodHaven Capital Management
New Jersey
$1.16M – – –
TA
2471
TCM Advisors
West Virginia
$1.16M -$1.12M – –
FDS
2472
First Dallas Securities
Texas
$1.16M -$556K -3,833 -32%
CCG
2473
Coastwise Capital Group
California
$1.15M -$59K -407 -5%
HP
2474
Hyperion Partners
Pennsylvania
$1.15M -$2.47K -17 -0.2%
CC
2475
Commons Capital
Massachusetts
$1.15M -$271K -1,867 -19%
97 98
99
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