JPM icon

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 %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$743M +$35.1M +241,308 +5%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$731M -$22.2M -152,389 -3%
CS
53
Credit Suisse
Switzerland
$727M -$165M -1,132,019 -18%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$722M +$342M +2,353,616 +90%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$707M -$15.1M -104,165 -2%
GA
56
Greenhaven Associates
New York
$699M +$9.91M +68,120 +1%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$671M +$81.3M +558,720 +14%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$666M -$25M -171,905 -4%
Citadel Advisors
59
Citadel Advisors
Florida
$664M -$114M -784,866 -15%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$662M +$6.16M +42,355 +0.9%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$661M +$6.22M +42,790 +1%
American Century Companies
62
American Century Companies
Missouri
$655M -$51M -350,578 -7%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$645M +$182M +1,240,039 +39%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$627M -$30.4M -209,198 -5%
Fayez Sarofim & Co
65
Fayez Sarofim & Co
Texas
$619M -$62.5M -429,701 -9%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$619M +$4.29M +29,531 +0.7%
National Pension Service
67
National Pension Service
South Korea
$618M +$17.5M +121,897 +3%
Stifel Financial
68
Stifel Financial
Missouri
$617M -$20.3M -139,895 -3%
DSA
69
Davis Selected Advisers
Arizona
$612M +$1.86M +12,793 +0.3%
US Bancorp
70
US Bancorp
Minnesota
$596M -$15.6M -107,483 -3%
Amundi
71
Amundi
France
$595M +$52.3M +356,634 +10%
Fidelity International
72
Fidelity International
Bermuda
$567M +$10.3M +71,071 +2%
OTPPB
73
Ontario Teachers' Pension Plan Board
Ontario, Canada
$561M +$20.5M +141,129 +4%
PIF
74
Public Investment Fund
Saudi Arabia
$560M – – –
TD Asset Management
75
TD Asset Management
Ontario, Canada
$541M -$8.67M -59,624 -2%
1 2
3
4 5