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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
+$668M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$347M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$188M

Top Sellers

1
State Street
State Street
Massachusetts
-$620M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$561M
3
Bank of America
Bank of America
North Carolina
-$417M
4
BlackRock
BlackRock
New York
-$405M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
476
Clifford Swan Investment Counsel
California
$31.8M +$156K +1,077 +0.5%
IP
477
Interval Partners
New York
$31.8M +$27.7M +191,228 +683%
EAM
478
Erste Asset Management
Austria
$31.8M +$9.74M +66,480 +44%
BAAM
479
Baker Avenue Asset Management
California
$31.7M -$217K -1,498 -0.7%
KFC
480
Klingenstein Fields & Co
New York
$31.4M -$383K -2,644 -1%
SPC
481
Stewart & Patten Company
California
$31.2M -$169K -1,162 -0.5%
ACI
482
Alpha Cubed Investments
California
$31.1M +$301K +2,073 +1%
CIS
483
Capital International Sarl
California
$31M -$1.27M -8,780 -4%
NIM
484
Northeast Investment Management
Massachusetts
$31M +$1.45M +10,003 +5%
GW
485
GW & Wade
Massachusetts
$30.9M +$361K +2,488 +1%
MAA
486
Matrix Asset Advisors
New York
$30.8M -$361K -2,488 -1%
PI
487
PGGM Investments
Netherlands
$30.4M +$7.06M +48,711 +30%
MIM
488
Manitou Investment Management
Ontario, Canada
$30.3M -$117K -810 -0.4%
HCMG
489
Howard Capital Management Group
California
$30.3M +$222K +1,530 +0.7%
PC
490
PM Capital
Australia
$30.3M -$8.73M -60,226 -22%
BSA
491
Braun Stacey Associates
New York
$30.3M +$352K +2,430 +1%
SAM
492
Securian Asset Management
Minnesota
$30.2M -$4.33M -29,861 -13%
NLGIA
493
Nippon Life Global Investors Americas
New York
$30.2M +$7.06M +48,680 +30%
ONB
494
Old National Bancorp
Indiana
$30.1M -$783K -5,400 -3%
LCM
495
Laurion Capital Management
New York
$30.1M +$30.1M +207,669 New
ACH
496
ArrowMark Colorado Holdings
Colorado
$29.9M – – –
CIA
497
Capital Investment Advisors
Georgia
$29.9M +$29.9M +206,048 New
MPM
498
MBB Public Markets
Illinois
$29.9M -$9.31M -64,165 -24%
Group One Trading
499
Group One Trading
Illinois
$29.8M +$19.1M +131,635 +178%
RT
500
Rockland Trust
Massachusetts
$29.8M +$1.64M +11,335 +6%
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