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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 %
Luther King Capital Management (LKCM)
101
Luther King Capital Management (LKCM)
Texas
$332M -$621K -4,270 -0.2%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$329M -$1.67M -11,499 -0.5%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$320M -$56.7M -389,666 -15%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$314M +$19.1M +131,650 +6%
William Blair & Company
105
William Blair & Company
Illinois
$310M +$7.59M +52,213 +3%
M&T Bank
106
M&T Bank
New York
$308M -$1.31M -8,997 -0.4%
GRQ
107
Gardner Russo & Quinn
Pennsylvania
$307M +$42.8M +294,058 +16%
Canada Life
108
Canada Life
Manitoba, Canada
$301M -$26.4M -180,800 -8%
Bank Julius Baer & Co
109
Bank Julius Baer & Co
Switzerland
$299M -$6.79M -46,657 -2%
Royal London Asset Management
110
Royal London Asset Management
United Kingdom
$297M +$61M +419,547 +26%
CI
111
Cincinnati Insurance
Ohio
$293M – – –
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$292M +$77.6M +533,362 +36%
Canada Pension Plan Investment Board
113
Canada Pension Plan Investment Board
Ontario, Canada
$291M +$39.6M +272,100 +16%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$288M -$17.9M -123,317 -6%
First Trust Advisors
115
First Trust Advisors
Illinois
$284M -$21.7M -149,312 -7%
Marshall Wace
116
Marshall Wace
United Kingdom
$283M +$164M +1,128,112 +138%
Mariner
117
Mariner
Kansas
$282M +$1.76M +12,127 +0.6%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$280M +$2.96M +20,365 +1%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$280M +$24.6M +169,475 +10%
CCM
120
Cullen Capital Management
New York
$278M -$23.1M -159,123 -8%
HNB
121
Huntington National Bank
Ohio
$277M -$3.42M -23,489 -1%
Jennison Associates
122
Jennison Associates
New York
$274M -$2M -13,785 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$272M +$110M +759,014 +69%
KeyBank National Association
124
KeyBank National Association
Ohio
$269M -$2.97M -20,440 -1%
Pzena Investment Management
125
Pzena Investment Management
New York
$262M -$8.67M -59,640 -3%
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5
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