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JPMorgan Chase
JPM

Overview Fund Activity

3,641 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, 1,503 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,641
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.43%
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
1,503
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$39.8B -$280M -1,922,011 -0.7%
BlackRock
2
BlackRock
New York
$28B -$229M -1,576,939 -0.8%
State Street
3
State Street
Massachusetts
$18.4B +$347M +2,384,901 +2%
Morgan Stanley
4
Morgan Stanley
New York
$9.12B +$338M +2,323,678 +4%
Bank of America
5
Bank of America
North Carolina
$8.12B -$867M -5,962,072 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.74B +$153M +1,057,041 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.1B +$953M +6,554,435 +16%
Capital International Investors
8
Capital International Investors
California
$5.97B +$6.68M +45,927 +0.1%
Capital World Investors
9
Capital World Investors
California
$5.58B -$317M -2,178,149 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$5.5B +$84.9M +583,531 +2%
Norges Bank
11
Norges Bank
Norway
$5.14B +$255M +1,754,888 +5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$4.82B +$52.3M +359,312 +1%
Northern Trust
13
Northern Trust
Illinois
$4.69B -$145M -999,906 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$4.57B -$63.9M -439,429 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.37B -$128M -878,317 -3%
Wells Fargo
16
Wells Fargo
California
$3.59B -$44.4M -305,361 -1%
Ameriprise
17
Ameriprise
Minnesota
$3.39B +$126M +867,932 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.26B +$119M +817,374 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$2.9B +$108M +745,061 +4%
Charles Schwab
20
Charles Schwab
California
$2.89B -$13.8M -95,967 -0.5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.84B -$49.7M -341,964 -2%
Goldman Sachs
22
Goldman Sachs
New York
$2.58B -$56.1M -385,739 -2%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$2.36B +$66.6M +458,188 +3%
UBS Group
24
UBS Group
Switzerland
$2.27B -$50.8M -349,224 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$2.2B +$32.2M +221,578 +1%
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