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JPMorgan Chase
JPM

Overview Fund Activity

3,642 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,615 increasing their positions, 1,504 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,642
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.44%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
7.82%
New
186
Increased
1,615
Reduced
1,504
Closed
95
Calls
$8.35B
Puts
$8.4B
Net Calls
-$43.5M
Net Calls Change
+$851M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.1B
2
Barclays
2
Barclays
United Kingdom
$1.23B
3
State Street
3
State Street
Massachusetts
$18.4B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$722M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.12B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$61.8M
2
Bank of America
2
Bank of America
North Carolina
$8.12B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Capital World Investors
4
Capital World Investors
California
$5.58B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$39.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
251
Morningstar Investment Services
Illinois
$88.2M -$982K -6,898 -1%
Federated Hermes
252
Federated Hermes
Pennsylvania
$86.6M +$20.7M +142,563 +31%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$85.4M +$8.95M +61,528 +12%
II
254
IFM Investors
Australia
$83.5M +$3.99M +27,457 +5%
TG
255
TCW Group
California
$82.8M +$9.09M +62,484 +12%
CG
256
Colony Group
Massachusetts
$82.7M +$85.2K +586 +0.1%
FMI
257
Factory Mutual Insurance
Massachusetts
$82.7M +$5.09M +35,000 +7%
CW
258
Connectus Wealth
Ohio
$82.1M +$6.87M +47,255 +9%
Millennium Management
259
Millennium Management
New York
$81.1M +$26.1M +179,566 +48%
D.E. Shaw & Co
260
D.E. Shaw & Co
New York
$79.6M -$75.5M -519,438 -49%
WGAM
261
Wilkinson Global Asset Management
New York
$78.3M -$1.45M -9,963 -2%
Axa
262
Axa
France
$77.8M -$8.35M -57,427 -10%
UB
263
UMB Bank
Missouri
$77.7M +$9.22M +63,380 +13%
BAMF
264
BI Asset Management Fondsmaeglerselskab
Denmark
$77.4M +$15.6M +107,588 +25%
QPBE
265
Quintet Private Bank (Europe)
Luxembourg
$77.1M -$7.51M -51,246 -9%
CS
266
Candriam SCA
Luxembourg
$77.1M +$1.83M +12,567 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
267
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$76.6M +$17.8M +122,647 +30%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$76M +$16.1M +111,031 +27%
VRS
269
Virginia Retirement Systems
Virginia
$75.5M -$1.89M -13,000 -2%
TF
270
TIAA FSB
Florida
$75.2M -$1.29M -8,844 -2%
CAI
271
Capital Advisors Inc
Oklahoma
$74.7M +$7.96M +54,704 +12%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$74.7M -$2.03M -13,942 -3%
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$74.1M +$1.8M +12,406 +2%
ATN
274
AMF Tjänstepension
Sweden
$73.3M +$22.4M +154,284 +44%
NAM
275
Nissay Asset Management
Japan
$73.2M -$14.4M -98,936 -16%
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