JPM icon

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 %
Empower Advisory Group
176
Empower Advisory Group
Colorado
$161M +$2.11M +14,576 +1%
GBWM
177
Granite Bay Wealth Management
New Hampshire
$159M +$157M +1,050,820 +9,119%
CGPCS
178
Capital Group Private Client Services
California
$157M -$2.08M -14,375 -1%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$157M +$4.79M +33,009 +3%
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$157M +$141M +968,922 +853%
MGIM
181
M&G Investment Management
United Kingdom
$156M -$65M -448,085 -29%
BFS
182
Bradley Foster & Sargent
Connecticut
$155M – – –
EAM
183
Eagle Asset Management
Florida
$153M +$5.5M +37,946 +4%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$152M +$40.2M +277,488 +36%
JWBC
185
John W. Bristol & Co
New York
$150M -$1.29M -8,881 -0.8%
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
$149M +$127M +877,252 +572%
CCMG
187
Clark Capital Management Group
Pennsylvania
$149M +$10.4M +71,945 +8%
PA
188
Paralel Advisors
Colorado
$149M – – –
ZIG
189
Zurich Insurance Group
Switzerland
$148M +$10.7M +73,757 +8%
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$147M -$1.03M -7,072 -0.7%
Jane Street
191
Jane Street
New York
$146M +$47.3M +326,005 +48%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$146M +$2.11M +14,562 +1%
PCM
193
Penserra Capital Management
California
$143M -$5.81M -40,053 -4%
Rafferty Asset Management
194
Rafferty Asset Management
New York
$141M +$5.44M +37,523 +4%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$140M +$6.16M +42,462 +5%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$139M -$226K -1,560 -0.2%
HA
197
Homestead Advisers
Virginia
$139M +$2.18M +15,000 +2%
AS
198
Altshuler Shaham
Israel
$136M +$9.83M +67,800 +8%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$136M -$3.21M -20,325 -2%
WHG
200
Westwood Holdings Group
Texas
$135M +$12.5M +86,143 +10%
6 7
8
9 10