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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
1
Wellington Management Group
Massachusetts
$6.15B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$835M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.65B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$253M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$218M

Top Sellers

1
State Street
1
State Street
Massachusetts
$17.7B
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$7.68B
4
BlackRock
4
BlackRock
New York
$27.5B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Cooke & Bieler
Pennsylvania
$92.5M -$1.36M -9,376 -1%
CIC
252
Crawford Investment Counsel
Georgia
$92.4M -$208K -1,431 -0.2%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$92.3M +$1.77M +12,236 +2%
LGF
254
LGT Group Foundation
Liechtenstein
$91.5M -$1.96M -13,659 -2%
WT
255
Whittier Trust
California
$90.7M +$1.52M +10,488 +2%
MIS
256
Morningstar Investment Services
Illinois
$90.7M -$742K -5,027 -0.8%
EWA
257
EP Wealth Advisors
California
$90.6M +$47.1M +324,712 +108%
WJWM
258
Williams Jones Wealth Management
New York
$89.6M -$2.54M -17,547 -3%
EWM
259
Evercore Wealth Management
New York
$89.6M +$502K +3,464 +0.6%
SBH
260
Segall Bryant & Hamill
Illinois
$89.2M -$5.04M -34,740 -5%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$88.9M +$3.75M +25,890 +4%
AM
262
AGF Management
Ontario, Canada
$87.5M -$667K -4,599 -0.8%
VRS
263
Virginia Retirement Systems
Virginia
$87.4M +$12.1M +83,500 +16%
TPSF
264
Texas Permanent School Fund
Texas
$87.1M -$1.79M -12,310 -2%
Federated Hermes
265
Federated Hermes
Pennsylvania
$86.9M +$564K +3,889 +0.7%
FMI
266
Factory Mutual Insurance
Massachusetts
$86M +$3.63M +25,000 +4%
II
267
IFM Investors
Australia
$85.8M +$2.5M +17,266 +3%
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$85.5M +$6.07M +41,867 +8%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85M -$4.41M -30,440 -5%
Axa
270
Axa
France
$84.8M +$7.23M +49,864 +9%
COPPSERS
271
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$84.7M +$10.8M +74,663 +15%
CW
272
Connectus Wealth
Ohio
$81.9M +$42.8K +295 +0.1%
CG
273
Colony Group
Massachusetts
$81.1M -$1.39M -9,589 -2%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$80.9M +$5.08M +35,000 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
275
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$78.7M +$2.37M +16,370 +3%
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