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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 %
BBVA
376
Banco Bilbao Vizcaya Argentaria
Spain
$45.8M +$10.9M +75,149 +31%
IIM
377
INTECH Investment Management
Florida
$45.7M +$12.8M +87,996 +39%
MHI
378
Miller Howard Investments
New York
$45.4M -$185K -1,276 -0.4%
CT
379
Cambridge Trust
Massachusetts
$44.8M +$458K +3,161 +1%
PCM
380
Polaris Capital Management
Massachusetts
$44.7M -$20.9M -143,900 -32%
WI
381
Wafra Inc
New York
$44.6M – – –
Lazard Asset Management
382
Lazard Asset Management
New York
$44.6M -$3.69M -25,436 -8%
PCM
383
Patient Capital Management
Maryland
$44.5M -$7.54K -52 -0%
AAB
384
ABN AMRO Bank
Netherlands
$44.1M +$173K +1,190 +0.4%
WTC
385
WhitTier Trust Company
Nevada
$44.1M -$132K -909 -0.3%
FWIA
386
Fort Washington Investment Advisors
Ohio
$44M -$16.9M -116,688 -28%
AA
387
Ancora Advisors
Ohio
$43.5M +$164K +1,130 +0.4%
FP
388
Foundry Partners
Minnesota
$43.5M -$372K -2,562 -0.8%
ATC
389
Argent Trust Co
Tennessee
$42.9M +$1.7M +11,706 +4%
Envestnet Portfolio Solutions
390
Envestnet Portfolio Solutions
Illinois
$42.7M +$42.7M +294,628 New
ACL
391
Azora Capital LP
Florida
$42.6M +$42.6M +294,031 New
RMA
392
Roffman Miller Associates
Pennsylvania
$42.6M -$69.3K -478 -0.2%
FT
393
Fiduciary Trust
Massachusetts
$42.3M -$231K -1,590 -0.5%
NSIM
394
North Star Investment Management
Illinois
$42.3M +$95.9K +661 +0.2%
Barrow, Hanley, Mewhinney & Strauss
395
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.2M -$57.9M -399,009 -58%
WIM
396
Waverton Investment Management
United Kingdom
$41.3M +$2.7M +18,592 +7%
IMC Chicago
397
IMC Chicago
Illinois
$41M +$41M +282,486 New
CTB
398
Country Trust Bank
Illinois
$40.9M -$7.39M -50,990 -15%
SC
399
Samlyn Capital
New York
$40.9M +$40.9M +282,045 New
MME
400
Meag Munich Ergo
Germany
$40.3M +$3.63M +25,017 +10%
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