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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 %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$492M -$141M -978,689 -22%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$478M -$181M -1,250,834 -28%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$477M -$56.9M -384,381 -11%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$473M -$18M -124,283 -4%
Citigroup
80
Citigroup
New York
$460M -$5.11M -35,220 -1%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$459M -$167M -1,148,349 -27%
HighTower Advisors
82
HighTower Advisors
Illinois
$448M +$80.4M +554,137 +22%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$440M -$24.9M -171,854 -5%
Truist Financial
84
Truist Financial
North Carolina
$436M +$12.4M +85,735 +3%
LPL Financial
85
LPL Financial
California
$435M +$27.4M +188,879 +7%
Corient Private Wealth
86
Corient Private Wealth
Florida
$431M -$5.24M -36,144 -1%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$425M +$13.8M +97,039 +3%
CWP
88
Capital Wealth Planning
Florida
$425M -$21.7M -149,876 -5%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$425M -$20.5M -141,425 -5%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$419M -$3.13M -21,600 -0.7%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$411M -$21.2M -144,123 -5%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$408M +$29.8M +205,562 +8%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$403M -$17M -117,173 -4%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$401M +$110M +761,000 +38%
Victory Capital Management
95
Victory Capital Management
Texas
$398M +$8.46M +58,361 +2%
Marshall Wace
96
Marshall Wace
United Kingdom
$392M +$110M +759,476 +39%
Allianz Asset Management
97
Allianz Asset Management
Germany
$384M -$11.5M -79,503 -3%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$356M -$364M -2,510,671 -51%
RG
99
Rathbones Group
United Kingdom
$348M +$172M +1,184,095 +97%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$347M -$2.83M -19,542 -0.8%
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4
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