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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 %
GT
301
Glenview Trust
Kentucky
$66.4M +$1.8M +12,428 +3%
KAS
302
Kestra Advisory Services
Texas
$66.1M +$837K +5,775 +1%
YCM
303
Yousif Capital Management
Michigan
$66M -$2.95M -20,321 -4%
ECU
304
Eisler Capital (UK)
United Kingdom
$65.7M +$49.2M +339,321 +298%
BAM
305
Berkshire Asset Management
Pennsylvania
$65.7M -$629K -4,337 -0.9%
FAF
306
Fjarde Ap-fonden
Sweden
$65.6M -$5.08M -35,000 -7%
CFB
307
Cullen/Frost Bankers
Texas
$64.5M -$558K -3,845 -0.9%
QPBE
308
Quintet Private Bank (Europe)
Luxembourg
$64.1M -$12.2M -83,811 -16%
GF
309
Gabelli Funds
New York
$64.1M -$116K -800 -0.2%
BPA
310
Beacon Pointe Advisors
California
$63.3M +$19.1M +131,595 +43%
LWCA
311
Locust Wood Capital Advisers
New York
$62.7M +$6.94M +47,864 +12%
CII
312
Capital International Inc
California
$62.7M -$180K -1,241 -0.3%
BMO
313
Beck Mack & Oliver
New York
$62.3M -$2.04M -14,099 -3%
MOACM
314
Mutual of America Capital Management
New York
$61.6M -$2.08M -14,349 -3%
OIAM
315
OFI Invest Asset Management
France
$61.6M +$3.37M +24,575 +6%
SYBT
316
Stock Yards Bank & Trust
Kentucky
$61.4M -$1.31M -9,052 -2%
BTCPP
317
Border to Coast Pensions Partnership
United Kingdom
$61.2M – – –
ABI
318
Abrams Bison Investments
Maryland
$60.9M – – –
NYLIM
319
New York Life Investment Management
New York
$60.2M -$9.28K -64 -0%
CIP
320
Cornerstone Investment Partners
Georgia
$58.9M -$13.6M -93,481 -19%
RCM
321
RNC Capital Management
California
$58.5M -$3.21M -22,108 -5%
BCM
322
Becker Capital Management
Oregon
$58.5M +$260K +1,791 +0.4%
IMCOOI
323
Investment Management Corp of Ontario (IMCO)
Canada
$58.4M -$237K -1,637 -0.4%
GPA
324
Guidance Point Advisors
Massachusetts
$58.1M +$20.9K +144 +0%
NA
325
NewEdge Advisors
Louisiana
$58M +$2.54M +17,491 +5%
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