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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 %
RC
576
Randolph Company
Ohio
$24.7M -$95K -655 -0.4%
MMA
577
Mizuho Markets Americas
New York
$24.7M +$24.7M +170,060 New
SSB
578
Sandy Spring Bank
Maryland
$24.7M -$184K -1,266 -0.7%
CGH
579
Crossmark Global Holdings
Texas
$24.4M +$447K +3,072 +2%
EH
580
Equitable Holdings
New York
$24.3M +$1.13M +7,769 +5%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$24.1M -$1.25M -8,636 -5%
NO
582
Ninety One
South Africa
$23.9M +$2.45M +16,636 +11%
RIL
583
Rothschild Investment LLC
Illinois
$23.9M +$373K +2,572 +2%
MIM
584
Marco Investment Management
Georgia
$23.9M -$805K -5,554 -3%
TRCT
585
Tower Research Capital (TRC)
New York
$23.8M +$14.8M +101,899 +163%
SDIC
586
South Dakota Investment Council
South Dakota
$23.8M -$2.47M -17,012 -9%
AAIS
587
ABN AMRO Investment Solutions
$23.8M +$1.31M +9,033 +6%
SIA
588
Sit Investment Associates
Minnesota
$23.7M +$1.93M +13,340 +9%
PP
589
Prudential plc
United Kingdom
$23.6M -$1.17M -8,099 -5%
BRWA
590
B. Riley Wealth Advisors
Florida
$23.6M +$556K +3,837 +2%
MIA
591
MMBG Investment Advisors
Florida
$23.6M -$1.09M -7,550 -4%
NSLI
592
Nan Shan Life Insurance
Taiwan
$23.5M -$21M -144,990 -47%
BMCM
593
Bryn Mawr Capital Management
Pennsylvania
$23.5M +$7.56M +52,129 +47%
CI
594
Capital International
California
$23.4M -$19.7K -136 -0.1%
AAM
595
Advisors Asset Management
Colorado
$23.1M -$5.87M -40,508 -20%
LBC
596
Lowe Brockenbrough & Co
Virginia
$23M -$1.02M -7,007 -4%
FFA
597
First Foundation Advisors
California
$23M -$2.08M -14,337 -8%
JAM
598
Jupiter Asset Management
United Kingdom
$23M -$18.6M -128,144 -45%
CAM
599
Carret Asset Management
New York
$22.8M -$69K -476 -0.3%
SBCM
600
Schwerin Boyle Capital Management
Massachusetts
$22.7M -$5.1M -35,175 -18%
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