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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 %
HTC
126
Haverford Trust Company
Pennsylvania
$259M -$1.04M -7,173 -0.4%
TIM
127
Thornburg Investment Management
New Mexico
$258M -$28.9M -199,032 -10%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$257M +$2.07M +14,229 +0.8%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$254M +$20M +137,411 +9%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$252M +$1.13M +7,740 +0.4%
KBC Group
131
KBC Group
Belgium
$251M -$26.7M -183,334 -10%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$251M -$343K -2,356 -0.1%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$247M -$44M -302,910 -15%
Aberdeen Group
134
Aberdeen Group
United Kingdom
$246M +$8.89M +61,098 +4%
BWA
135
Brave Warrior Advisors
New York
$245M -$1.46M -10,029 -0.6%
MPI
136
Mairs & Power Inc
Minnesota
$240M +$52.7M +362,609 +28%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$235M -$18.1M -124,456 -7%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$234M +$12.9M +88,469 +6%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$234M +$8.14M +55,945 +4%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$231M -$1.4M -9,629 -0.6%
EIP
141
Epoch Investment Partners
New York
$229M -$8.55M -58,786 -4%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$223M -$10.2M -70,344 -4%
MGIM
143
M&G Investment Management
United Kingdom
$221M -$30.9M -213,004 -12%
SO
144
STRS Ohio
Ohio
$217M -$7.2M -49,539 -3%
SCM
145
Smead Capital Management
Arizona
$207M -$2.97M -20,439 -1%
PAMS
146
Pictet Asset Management (Switzerland)
Switzerland
$205M -$1.13M -7,799 -0.6%
SC
147
Scotia Capital
Ontario, Canada
$203M +$7.3M +50,168 +4%
Asset Management One
148
Asset Management One
Japan
$202M +$480K +3,298 +0.2%
AACR
149
ACR Alpine Capital Research
Missouri
$200M +$271K +1,861 +0.1%
Osaic Holdings
150
Osaic Holdings
Arizona
$198M +$4.44M +30,504 +2%
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