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JPMorgan Chase
JPM

Overview Fund Activity

3,678 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, 1,565 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,678
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.65%
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
1,565
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$39.5B -$160M -1,100,475 -0.4%
BlackRock
2
BlackRock
New York
$27.5B -$405M -2,790,093 -1%
State Street
3
State Street
Massachusetts
$17.7B -$620M -4,276,851 -3%
Morgan Stanley
4
Morgan Stanley
New York
$9.13B +$29.2M +201,441 +0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.86B +$139M +958,695 +2%
Bank of America
6
Bank of America
North Carolina
$7.68B -$417M -2,875,894 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.17B +$87.9M +606,382 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$6.15B +$668M +4,603,090 +12%
Capital International Investors
9
Capital International Investors
California
$5.71B -$246M -1,693,993 -4%
Capital World Investors
10
Capital World Investors
California
$5.4B -$159M -1,096,396 -3%
Norges Bank
11
Norges Bank
Norway
$5.03B -$96.2M -663,251 -2%
Northern Trust
12
Northern Trust
Illinois
$4.8B +$126M +871,091 +3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$4.54B -$262M -1,809,547 -5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$4.43B -$120M -829,184 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.22B -$133M -917,009 -3%
Wells Fargo
16
Wells Fargo
California
$3.59B +$16.9M +116,473 +0.5%
Ameriprise
17
Ameriprise
Minnesota
$3.44B +$66.3M +457,184 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.28B +$29.1M +200,968 +0.9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$2.99B +$161M +1,112,224 +6%
Charles Schwab
20
Charles Schwab
California
$2.87B -$13.2M -92,022 -0.5%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.72B -$171M -1,179,435 -6%
Goldman Sachs
22
Goldman Sachs
New York
$2.64B +$63.9M +440,354 +2%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$2.34B -$17M -117,263 -0.7%
UBS Group
24
UBS Group
Switzerland
$2.26B -$1.77M -12,222 -0.1%
Capital Research Global Investors
25
Capital Research Global Investors
California
$2.12B -$17.8M -122,863 -0.8%
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