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JPMorgan Chase
JPM

Overview Fund Activity

3,641 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, 1,503 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,641
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.43%
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
1,503
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 %
Capital Research Global Investors
26
Capital Research Global Investors
California
$2.15B -$35.2M -242,355 -2%
Invesco
27
Invesco
Georgia
$2.08B +$178M +1,226,047 +9%
Franklin Resources
28
Franklin Resources
California
$2.07B +$14.5M +100,029 +0.7%
DZ Bank
29
DZ Bank
Germany
$1.95B +$93.5M +643,240 +5%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.85B -$24.7M -170,020 -1%
UBS AM
31
UBS AM
Illinois
$1.41B – – –
Boston Partners
32
Boston Partners
Massachusetts
$1.35B -$30.4M -207,973 -2%
Fisher Asset Management
33
Fisher Asset Management
Washington
$1.31B +$81.2M +558,598 +7%
RJA
34
Raymond James & Associates
Florida
$1.29B +$34.7M +238,437 +3%
Barclays
35
Barclays
United Kingdom
$1.23B +$470M +3,228,791 +62%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$1.2B -$107M -737,627 -8%
ClearBridge Investments
37
ClearBridge Investments
New York
$1.15B -$45.2M -310,818 -4%
Sanders Capital
38
Sanders Capital
Florida
$1.12B +$37.8M +260,050 +3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.1B -$154M -1,056,905 -12%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.09B +$44.2M +303,787 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.05B -$162M -1,115,060 -13%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.03B -$113M -779,795 -10%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.03B -$20.9M -143,371 -2%
Bessemer Group
44
Bessemer Group
New Jersey
$946M +$63.4M +435,883 +7%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$934M -$69.2M -475,584 -7%
Principal Financial Group
46
Principal Financial Group
Iowa
$900M -$15.7M -107,678 -2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$836M +$20.6M +141,959 +3%
QP
48
Quilter Plc
United Kingdom
$791M -$14.4M -14,517 -2%
Primecap Management
49
Primecap Management
California
$787M -$96.7M -664,700 -11%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$756M -$178M -1,224,922 -19%
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