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JPMorgan Chase
JPM

Overview Fund Activity

3,642 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, 1,504 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,642
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.44%
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
1,504
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 %
Macquarie Group
151
Macquarie Group
Australia
$197M +$12.2M +83,807 +7%
Brown Advisory
152
Brown Advisory
Maryland
$194M -$3.67M -25,267 -2%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$191M +$2.97M +20,407 +2%
CI Investments Inc
154
CI Investments Inc
Ontario, Canada
$191M -$17.2M -118,452 -8%
CB
155
Commerce Bank
Missouri
$188M -$996K -6,845 -0.5%
Aviva
156
Aviva
United Kingdom
$185M +$50.9M +350,182 +38%
Loomis, Sayles & Company
157
Loomis, Sayles & Company
Massachusetts
$184M -$4.63M -31,838 -2%
BTW
158
Boston Trust Walden
Massachusetts
$181M -$1.5M -10,298 -0.8%
Cerity Partners
159
Cerity Partners
New York
$180M +$11.1M +76,401 +7%
RFC
160
Regions Financial Corp
Alabama
$178M -$3.74M -25,686 -2%
RG
161
Rathbones Group
United Kingdom
$177M +$977K +6,719 +0.6%
BG
162
Bahl & Gaynor
Ohio
$176M -$84.5M -580,747 -32%
DC
163
Davenport & Co
Virginia
$176M -$1.88M -12,989 -1%
PAM
164
Panagora Asset Management
Massachusetts
$173M +$4.48M +30,791 +3%
Nomura Asset Management
165
Nomura Asset Management
Japan
$172M +$6.71M +46,117 +4%
GT
166
Glenmede Trust
Pennsylvania
$171M – – –
ZIM
167
Zacks Investment Management
Illinois
$168M +$760K +5,225 +0.5%
JFL
168
Jarislowsky, Fraser Ltd
Quebec, Canada
$168M -$1.67M -11,496 -1%
GLA
169
Great Lakes Advisors
Illinois
$167M -$17.2M -118,604 -9%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$161M +$9.79M +67,326 +6%
CGPCS
171
Capital Group Private Client Services
California
$160M -$279K -1,916 -0.2%
Empower Advisory Group
172
Empower Advisory Group
Colorado
$160M +$1.44M +9,883 +0.9%
CWM
173
CIBC World Markets
New York
$159M +$60.9M +418,694 +62%
BFS
174
Bradley Foster & Sargent
Connecticut
$155M +$13.6M +93,853 +10%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$153M +$28.6M +196,572 +23%
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