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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 %
Primecap Management
51
Primecap Management
California
$776M -$9.43M -65,005 -1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$765M +$11.7M +80,821 +2%
CS
53
Credit Suisse
Switzerland
$759M +$33.4M +230,021 +5%
Citadel Advisors
54
Citadel Advisors
Florida
$745M +$83M +572,596 +13%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$722M +$61.8M +426,452 +9%
GA
56
Greenhaven Associates
New York
$684M -$12.7M -87,900 -2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$683M +$13.3M +91,416 +2%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$682M -$46.1M -317,840 -6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$674M -$31.3M -215,825 -4%
American Century Companies
60
American Century Companies
Missouri
$647M -$6.56M -45,267 -1%
Amundi
61
Amundi
France
$642M +$41.3M +279,222 +7%
Fayez Sarofim & Co
62
Fayez Sarofim & Co
Texas
$639M +$21.6M +149,144 +4%
National Pension Service
63
National Pension Service
South Korea
$634M +$9.64M +66,513 +2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$622M +$5.58M +38,482 +0.9%
Stifel Financial
65
Stifel Financial
Missouri
$619M +$3.6M +24,818 +0.6%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$609M -$54.8M -378,063 -8%
DSA
67
Davis Selected Advisers
Arizona
$600M -$9.99M -68,902 -2%
US Bancorp
68
US Bancorp
Minnesota
$586M -$9.57M -65,868 -2%
APG Asset Management
69
APG Asset Management
Netherlands
$561M -$27.3M -188,337 -5%
PIF
70
Public Investment Fund
Saudi Arabia
$558M – – –
TD Asset Management
71
TD Asset Management
Ontario, Canada
$539M -$245K -1,689 -0%
Prudential Financial
72
Prudential Financial
New Jersey
$527M -$5.58M -38,509 -1%
Swedbank
73
Swedbank
Sweden
$526M +$13.9M +95,937 +3%
Fidelity International
74
Fidelity International
Bermuda
$520M -$45.5M -313,791 -8%
PI
75
Putnam Investments
Massachusetts
$518M +$32.3M +223,046 +7%
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3
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