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JPMorgan Chase
JPM

Overview Fund Activity

3,678 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, 1,565 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,678
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.65%
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
1,565
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 %
Invesco
26
Invesco
Georgia
$2.11B +$39M +269,106 +2%
Franklin Resources
27
Franklin Resources
California
$2.02B -$49.1M -338,681 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$1.93B -$264M -1,822,955 -12%
DZ Bank
29
DZ Bank
Germany
$1.9B -$40M -276,159 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.78B -$68.4M -471,245 -4%
UBS AM
31
UBS AM
Illinois
$1.65B +$86.2M +594,282 +5%
Fisher Asset Management
32
Fisher Asset Management
Washington
$1.65B +$347M +2,392,576 +27%
Boston Partners
33
Boston Partners
Massachusetts
$1.35B +$7.09M +48,957 +0.5%
RJA
34
Raymond James & Associates
Florida
$1.29B +$2.08M +14,331 +0.2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.23B +$110M +711,175 +10%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$1.16B -$41.6M -286,849 -3%
Barclays
37
Barclays
United Kingdom
$1.14B -$85M -585,959 -7%
ClearBridge Investments
38
ClearBridge Investments
New York
$1.13B -$15.2M -105,086 -1%
Sanders Capital
39
Sanders Capital
Florida
$1.13B +$5.16M +35,605 +0.5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.11B +$21.7M +149,469 +2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.08B -$9.48M -65,344 -0.9%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.06B +$28.6M +196,903 +3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.04B +$9.6M +66,210 +0.9%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$998M +$64.8M +445,422 +7%
Bessemer Group
45
Bessemer Group
New Jersey
$946M +$2.05M +14,108 +0.2%
Principal Financial Group
46
Principal Financial Group
Iowa
$892M -$4.96M -34,210 -0.6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$888M +$147M +1,011,496 +20%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$835M +$436M +3,009,473 +109%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$821M -$12.6M -86,915 -2%
QP
50
Quilter Plc
United Kingdom
$778M -$17.7M -17,748 -2%
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