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JPMorgan Chase
JPM

Overview Fund Activity

3,679 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, 1,566 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,679
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.66%
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
1,566
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 %
Asset Management One
151
Asset Management One
Japan
$205M +$3.44M +23,732 +2%
SC
152
Scotia Capital
Ontario, Canada
$201M -$1.5M -10,352 -0.7%
SCM
153
Smead Capital Management
Arizona
$200M -$6.42M -44,254 -3%
AACR
154
ACR Alpine Capital Research
Missouri
$200M +$408K +2,813 +0.2%
Brown Advisory
155
Brown Advisory
Maryland
$194M +$635K +4,378 +0.3%
Aviva
156
Aviva
United Kingdom
$190M +$5.57M +38,411 +3%
Robeco Institutional Asset Management
157
Robeco Institutional Asset Management
Netherlands
$190M +$54.6M +376,765 +41%
GT
158
Glenmede Trust
Pennsylvania
$187M -$3.63M -25,027 -2%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$184M -$6.62M -45,643 -3%
Macquarie Group
160
Macquarie Group
Australia
$184M +$42.6M +408,302 +30%
Comerica Bank
161
Comerica Bank
Texas
$184M +$183M +1,259,962 +16,815%
Loomis, Sayles & Company
162
Loomis, Sayles & Company
Massachusetts
$183M -$901K -6,210 -0.5%
CB
163
Commerce Bank
Missouri
$180M -$6.73M -46,408 -4%
BTW
164
Boston Trust Walden
Massachusetts
$179M -$1.11M -7,623 -0.6%
RFC
165
Regions Financial Corp
Alabama
$177M -$823K -5,674 -0.5%
DC
166
Davenport & Co
Virginia
$176M -$494K -3,396 -0.3%
BG
167
Bahl & Gaynor
Ohio
$175M -$382K -2,631 -0.2%
MMH
168
Menora Mivtachim Holdings
Israel
$174M +$174M +1,200,074 New
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$174M +$13.2M +90,999 +8%
PAM
170
Panagora Asset Management
Massachusetts
$172M -$119K -820 -0.1%
ZIM
171
Zacks Investment Management
Illinois
$168M -$192K -1,325 -0.1%
Nomura Asset Management
172
Nomura Asset Management
Japan
$167M -$5.1M -35,154 -3%
JFL
173
Jarislowsky, Fraser Ltd
Quebec, Canada
$167M -$1.27M -8,741 -0.8%
Creative Planning
174
Creative Planning
Kansas
$166M +$20.7M +142,916 +14%
JCM
175
Junto Capital Management
New York
$166M +$50M +344,649 +43%
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