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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 %
Lord, Abbett & Co
101
Lord, Abbett & Co
New Jersey
$342M -$1.41M -9,733 -0.4%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$339M +$47.5M +327,293 +16%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$333M +$4.07M +28,071 +1%
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$328M -$2.78M -19,187 -0.8%
Canada Life
105
Canada Life
Manitoba, Canada
$323M +$24M +165,734 +8%
William Blair & Company
106
William Blair & Company
Illinois
$315M +$6.31M +43,479 +2%
Royal London Asset Management
107
Royal London Asset Management
United Kingdom
$315M +$18.6M +127,890 +6%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$309M -$215M -1,483,259 -41%
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$308M -$5.46M -37,667 -2%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$308M +$9.63M +66,403 +3%
GRQ
111
Gardner Russo & Quinn
Pennsylvania
$304M -$2.1M -14,492 -0.7%
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$303M -$17M -117,434 -5%
M&T Bank
113
M&T Bank
New York
$299M -$8.03M -55,362 -3%
CI
114
Cincinnati Insurance
Ohio
$292M – – –
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$286M -$1.3M -8,929 -0.5%
Mariner
116
Mariner
Kansas
$282M +$907K +6,257 +0.3%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$273M -$6.39M -44,090 -2%
First Trust Advisors
118
First Trust Advisors
Illinois
$272M -$10.8M -74,724 -4%
HNB
119
Huntington National Bank
Ohio
$272M -$4.93M -34,001 -2%
CCM
120
Cullen Capital Management
New York
$268M -$9.06M -62,470 -3%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$266M +$13.1M +90,115 +5%
KeyBank National Association
122
KeyBank National Association
Ohio
$266M -$2.5M -17,272 -0.9%
Jennison Associates
123
Jennison Associates
New York
$266M -$7.6M -52,431 -3%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$264M +$7.97M +54,969 +3%
Pzena Investment Management
125
Pzena Investment Management
New York
$259M -$2.34M -16,107 -0.9%
3 4
5
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