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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 %
PWP
351
Principle Wealth Partners
Connecticut
$51.2M +$122K +843 +0.2%
RJT
352
Raymond James Trust
Florida
$50.4M +$2.02M +13,954 +4%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$50.3M +$817K +5,633 +2%
DCM
354
Donaldson Capital Management
Indiana
$50M -$10.2M -70,584 -17%
WB
355
WesBanco Bank
West Virginia
$49.2M -$293K -2,020 -0.6%
GFI
356
Global Frontier Investments
South Carolina
$49.2M – – –
Vontobel Holding
357
Vontobel Holding
Switzerland
$49.1M +$399K +2,750 +0.8%
JEST
358
JTC Employer Solutions Trustee
Jersey
$48.8M -$791K -5,454 -2%
SW
359
SVB Wealth
Massachusetts
$48.4M -$3.33M -22,982 -6%
USAA
360
United Services Automobile Association
Texas
$48.2M +$1.46M +10,100 +3%
Dodge & Cox
361
Dodge & Cox
California
$47.9M -$2.3M -15,875 -5%
GC
362
Guggenheim Capital
Illinois
$47.9M +$1.45M +10,027 +3%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$47.9M +$2.44M +16,794 +5%
AAP
364
Aristotle Atlantic Partners
Florida
$47.8M -$797K -5,493 -2%
ADEF
365
Adams Diversified Equity Fund
Maryland
$47.8M +$2.42M +16,700 +5%
CI
366
Cambiar Investors
Colorado
$47.7M -$543K -3,741 -1%
WG
367
Welch Group
Alabama
$47.5M -$351K -2,421 -0.7%
PAG
368
Private Advisor Group
New Jersey
$47.4M -$951K -6,558 -2%
IMPI
369
Ilmarinen Mutual Pension Insurance
Finland
$47.3M – – –
Cetera Investment Advisers
370
Cetera Investment Advisers
Illinois
$47.1M -$564K -3,887 -1%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$46.8M +$75K +517 +0.2%
DRZID
372
DePrince Race & Zollo Inc (DRZ)
Florida
$46.6M -$524K -3,616 -1%
PMG
373
Private Management Group
California
$46.1M -$7.65M -52,778 -14%
MCM
374
MAI Capital Management
Ohio
$46M +$1.93M +13,293 +4%
MIFH
375
Migdal Insurance & Financial Holdings
Israel
$45.9M +$16M +110,062 +53%
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