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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 %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$132M -$5.78M -39,888 -4%
DLA
202
Douglas Lane & Associates
New York
$132M -$2.06M -14,209 -2%
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$130M -$3.21M -22,164 -2%
Cerity Partners
204
Cerity Partners
New York
$128M -$52.2M -359,895 -29%
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$122M -$29.1M -200,701 -19%
ASRS
206
Arizona State Retirement System
Arizona
$120M -$1.56M -10,784 -1%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$120M +$4.59M +31,664 +4%
BC
208
Bartlett & Co
Ohio
$119M +$731K +5,039 +0.6%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$119M +$731K +5,039 +0.6%
LSV Asset Management
210
LSV Asset Management
Illinois
$118M -$4.86M -33,500 -4%
PI
211
PineBridge Investments
New York
$117M +$929K +6,406 +0.8%
Squarepoint
212
Squarepoint
New York
$117M +$49.3M +339,799 +73%
SOMRS
213
State of Michigan Retirement System
Michigan
$116M -$1M -6,900 -0.9%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$115M +$837K +5,774 +0.7%
ProShare Advisors
215
ProShare Advisors
Maryland
$115M -$5.83M -40,226 -5%
UM
216
UniSuper Management
Australia
$114M +$10.2M +70,488 +10%
CWM
217
CIBC World Markets
New York
$114M -$44.5M -307,022 -28%
AQR Capital Management
218
AQR Capital Management
Connecticut
$113M +$40.1M +276,429 +55%
Calamos Advisors
219
Calamos Advisors
Illinois
$113M -$6.36M -43,859 -5%
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
$113M +$10.6M +72,820 +10%
NAM
221
Nissay Asset Management
Japan
$112M +$39.4M +272,002 +54%
GIA
222
Gateway Investment Advisers
Ohio
$112M -$9.79M -67,476 -8%
FWCM
223
Ferguson Wellman Capital Management
Oregon
$111M +$378K +2,607 +0.3%
ESBC
224
E.S. Barr & Co
Kentucky
$109M +$71.7M +494,581 +191%
C
225
Consulta
United Kingdom
$109M – – –
7 8
9
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