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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 %
JWBC
176
John W. Bristol & Co
New York
$152M -$1.16M -7,976 -0.8%
Kovitz Investment Group Partners
177
Kovitz Investment Group Partners
Illinois
$152M +$4.72M +32,462 +3%
PA
178
Paralel Advisors
Colorado
$150M – – –
PCM
179
Penserra Capital Management
California
$149M +$1.76M +12,118 +1%
Retirement Systems of Alabama
180
Retirement Systems of Alabama
Alabama
$149M -$33.2M -228,206 -18%
EAM
181
Eagle Asset Management
Florida
$148M +$47.4M +325,627 +47%
Creative Planning
182
Creative Planning
Kansas
$146M +$6.26M +43,068 +4%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$144M +$140K +964 +0.1%
AAMU
184
AEGON Asset Management (UK)
United Kingdom
$143M +$13M +89,566 +10%
TWC
185
TD Waterhouse Canada
Ontario, Canada
$139M -$2.74M -17,296 -2%
CCMG
186
Clark Capital Management Group
Pennsylvania
$139M +$11M +75,903 +9%
Mirae Asset Global Investments
187
Mirae Asset Global Investments
South Korea
$139M +$8.17M +56,595 +6%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$138M +$15.9M +109,438 +13%
ZIG
189
Zurich Insurance Group
Switzerland
$138M +$18.7M +128,636 +16%
HA
190
Homestead Advisers
Virginia
$137M +$698K +4,800 +0.5%
Rafferty Asset Management
191
Rafferty Asset Management
New York
$136M -$7.41M -50,959 -5%
Robeco Institutional Asset Management
192
Robeco Institutional Asset Management
Netherlands
$135M +$24.9M +171,406 +23%
FAM
193
Fred Alger Management
New York
$134M +$899K +6,179 +0.7%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$134M +$158K +1,084 +0.1%
DLA
195
Douglas Lane & Associates
New York
$134M -$1.88M -12,954 -1%
Allspring Global Investments
196
Allspring Global Investments
North Carolina
$133M -$13.3M -91,714 -9%
AS
197
Altshuler Shaham
Israel
$126M -$202M -1,387,581 -62%
LSV Asset Management
198
LSV Asset Management
Illinois
$124M -$185K -1,270 -0.1%
WHG
199
Westwood Holdings Group
Texas
$123M -$64M -439,982 -34%
GIA
200
Gateway Investment Advisers
Ohio
$122M -$221K -1,522 -0.2%
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