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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 %
ASRS
201
Arizona State Retirement System
Arizona
$122M +$5.39M +37,055 +5%
ProShare Advisors
202
ProShare Advisors
Maryland
$121M -$1.91M -13,130 -2%
Calamos Advisors
203
Calamos Advisors
Illinois
$120M +$81.2K +558 +0.1%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$118M +$11.2M +77,340 +11%
BC
205
Bartlett & Co
Ohio
$118M +$11.2M +77,340 +11%
SOMRS
206
State of Michigan Retirement System
Michigan
$117M -$291K -2,000 -0.2%
JCM
207
Junto Capital Management
New York
$117M +$8.46M +58,175 +8%
PI
208
PineBridge Investments
New York
$117M -$20.2M -138,550 -15%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M -$5.74M -39,487 -5%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$115M -$1.87M -12,879 -2%
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$112M +$14M +96,366 +14%
AIG
212
American International Group
New York
$111M -$204K -1,404 -0.2%
FWCM
213
Ferguson Wellman Capital Management
Oregon
$111M +$944K +6,491 +0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
214
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M -$25.5M -175,500 -19%
TAF
215
Tredje AP-fonden
Sweden
$110M +$2.08M +14,279 +2%
C
216
Consulta
United Kingdom
$109M +$29.1M +200,000 +36%
AB
217
Amalgamated Bank
New York
$109M -$1.98M -13,622 -2%
JHP
218
James Hambro & Partners
United Kingdom
$109M +$958K +6,588 +0.9%
ERSOT
219
Employees Retirement System of Texas
Texas
$108M -$5.3M -36,430 -5%
MIM
220
MetLife Investment Management
New Jersey
$108M -$2.17M -14,892 -2%
WF
221
Welch & Forbes
Massachusetts
$106M -$920K -6,327 -0.9%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$105M +$1.73M +11,908 +2%
SEI Investments
223
SEI Investments
Pennsylvania
$104M +$664K +4,564 +0.6%
UM
224
UniSuper Management
Australia
$104M +$104M +716,625 New
Mawer Investment Management
225
Mawer Investment Management
Alberta, Canada
$104M -$22.4M -154,314 -18%
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