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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
$6.15B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$835M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.65B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$218M

Top Sellers

1
State Street
State Street
Massachusetts
$17.7B
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$7.68B
4
BlackRock
BlackRock
New York
$27.5B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
226
Sarasin & Partners
United Kingdom
$109M +$18.2M +125,507 +20%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$108M +$3.09M +21,334 +3%
TAF
228
Tredje AP-fonden
Sweden
$108M -$1.9M -13,115 -2%
AIG
229
American International Group
New York
$108M -$3.02M -20,818 -3%
ERSOT
230
Employees Retirement System of Texas
Texas
$108M – – –
JHP
231
James Hambro & Partners
United Kingdom
$107M -$1.86M -12,857 -2%
AB
232
Amalgamated Bank
New York
$107M -$2.05M -14,107 -2%
WF
233
Welch & Forbes
Massachusetts
$105M -$631K -4,354 -0.6%
SEI Investments
234
SEI Investments
Pennsylvania
$104M +$339K +2,338 +0.3%
MML Investors Services
235
MML Investors Services
Massachusetts
$104M +$3.42M +23,603 +3%
MIM
236
MetLife Investment Management
New Jersey
$104M -$3.38M -23,334 -3%
SIG
237
Stonegate Investment Group
Alabama
$103M +$15.5K +107 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
238
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103M -$7.41M -51,122 -7%
DnB Asset Management
239
DnB Asset Management
Norway
$102M +$808K +5,572 +0.8%
FRAF
240
Första AP-fonden
Sweden
$101M -$29K -200 -0%
MNG
241
Manning & Napier Group
New York
$99M -$1.14M -7,856 -1%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$98.6M +$32.2M +221,750 +48%
ATN
243
AMF Tjänstepension
Sweden
$98.4M +$25.3M +174,783 +35%
OAM
244
Oppenheimer Asset Management
New York
$97.6M +$915K +6,312 +0.9%
ASC
245
Atalanta Sosnoff Capital
New York
$97.3M +$36.2M +249,617 +59%
PFP
246
Pinnacle Financial Partners
Tennessee
$96.2M -$124K -855 -0.1%
Mawer Investment Management
247
Mawer Investment Management
Alberta, Canada
$95.5M -$7.96M -54,878 -8%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$94.1M -$319K -2,202 -0.3%
OAC
249
OMERS Administration Corp
Ontario, Canada
$93.2M +$28.5M +196,300 +44%
UCFA
250
United Capital Financial Advisors
Texas
$92.7M -$5.21M -35,892 -5%
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