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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 %
Osaic Holdings
126
Osaic Holdings
Arizona
$257M +$60.2M +415,276 +31%
HTC
127
Haverford Trust Company
Pennsylvania
$255M -$3.22M -22,178 -1%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$254M +$2.97M +20,485 +1%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$253M +$253M +1,745,109 New
TIM
130
Thornburg Investment Management
New Mexico
$252M -$5.64M -38,908 -2%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$250M +$5.37M +37,027 +2%
KBC Group
132
KBC Group
Belgium
$248M -$2.09M -14,387 -0.8%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$247M +$13.5M +92,804 +6%
MPI
134
Mairs & Power Inc
Minnesota
$244M +$5.28M +36,403 +2%
CI Investments Inc
135
CI Investments Inc
Ontario, Canada
$242M +$51.4M +354,383 +27%
BWA
136
Brave Warrior Advisors
New York
$241M -$3.51M -24,178 -1%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$240M -$9.75M -67,237 -4%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$238M -$8.18M -56,351 -3%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$238M -$40.9M -282,057 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$233M -$37.6M -259,488 -14%
Millennium Management
141
Millennium Management
New York
$228M +$147M +1,011,482 +181%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$222M -$8.21M -56,620 -4%
GLA
143
Great Lakes Advisors
Illinois
$221M +$54.9M +378,823 +33%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$219M -$15M -103,259 -6%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$218M +$188M +1,294,799 +617%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$216M +$216M +1,486,848 New
SO
147
STRS Ohio
Ohio
$211M -$5.6M -38,600 -3%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$210M -$12.5M -85,911 -6%
EIP
149
Epoch Investment Partners
New York
$209M -$19M -130,810 -8%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$209M -$24.6M -169,659 -11%
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