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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 %
APG Asset Management
76
APG Asset Management
Netherlands
$541M +$27.4M +205,779 +5%
Prudential Financial
77
Prudential Financial
New Jersey
$534M -$9.39M -64,546 -2%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$525M +$164M +1,126,487 +45%
DekaBank Deutsche Girozentrale
79
DekaBank Deutsche Girozentrale
Germany
$524M +$27.8M +191,357 +6%
Swedbank
80
Swedbank
Sweden
$513M +$444K +3,055 +0.1%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$493M +$6.97M +47,908 +1%
PI
82
Putnam Investments
Massachusetts
$487M +$25.5M +175,056 +6%
Citigroup
83
Citigroup
New York
$467M -$85M -584,125 -15%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$466M -$29M -199,182 -6%
CWP
85
Capital Wealth Planning
Florida
$448M +$6.95M +47,789 +2%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$447M -$10.9M -74,744 -2%
Corient Private Wealth
87
Corient Private Wealth
Florida
$438M +$50.5M +347,165 +13%
Truist Financial
88
Truist Financial
North Carolina
$425M -$2.75M -18,921 -0.6%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$424M -$52M -360,330 -11%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$424M +$39.6M +272,500 +10%
Mackenzie Financial
91
Mackenzie Financial
Ontario, Canada
$423M +$3.57M +24,379 +0.9%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$422M +$3.26M +22,413 +0.8%
LPL Financial
93
LPL Financial
California
$409M +$18.2M +124,798 +5%
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$400M +$255M +1,752,329 +175%
Allianz Asset Management
95
Allianz Asset Management
Germany
$397M -$14.1M -96,766 -3%
Victory Capital Management
96
Victory Capital Management
Texas
$390M +$7.38M +50,753 +2%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$380M +$25.6M +176,141 +7%
HighTower Advisors
98
HighTower Advisors
Illinois
$368M +$1.04M +7,132 +0.3%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$350M -$6.51M -44,759 -2%
Lord, Abbett & Co
100
Lord, Abbett & Co
New Jersey
$344M -$50.2M -344,968 -13%
2 3
4
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