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JPMorgan Chase
JPM

Overview Fund Activity

3,961 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,961
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.07%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
447
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1B
2
State Street
2
State Street
Massachusetts
$21.3B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.83B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
3
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
5
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
226
Sarasin & Partners
United Kingdom
$130M +$3.02M +17,732 +2%
JHP
227
James Hambro & Partners
United Kingdom
$130M +$4.4M +25,831 +4%
Allspring Global Investments
228
Allspring Global Investments
North Carolina
$128M -$24.1M -141,974 -16%
ProShare Advisors
229
ProShare Advisors
Maryland
$127M -$7.36M -43,286 -5%
SEI Investments
230
SEI Investments
Pennsylvania
$126M +$3.34M +19,646 +3%
AIG
231
American International Group
New York
$125M -$1.72M -10,132 -1%
PI
232
PineBridge Investments
New York
$124M -$13.6M -80,037 -10%
WF
233
Welch & Forbes
Massachusetts
$123M -$572K -3,361 -0.5%
SIG
234
Stonegate Investment Group
Alabama
$121M -$50.4K -296 -0%
MIM
235
MetLife Investment Management
New Jersey
$119M -$2.84M -16,694 -2%
AB
236
Amalgamated Bank
New York
$119M -$5.87M -34,517 -5%
OAM
237
Oppenheimer Asset Management
New York
$115M +$93.7K +551 +0.1%
D.E. Shaw & Co
238
D.E. Shaw & Co
New York
$114M +$14M +82,366 +14%
FRAF
239
Första AP-fonden
Sweden
$114M -$5.02M -29,500 -4%
ASC
240
Atalanta Sosnoff Capital
New York
$113M -$1.09M -6,397 -1%
LGF
241
LGT Group Foundation
Liechtenstein
$112M +$3.81M +22,372 +4%
Federated Hermes
242
Federated Hermes
Pennsylvania
$112M +$9.83M +57,774 +10%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$109M -$1.59M -9,363 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
244
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$109M -$11.9M -70,204 -10%
PFP
245
Pinnacle Financial Partners
Tennessee
$108M -$4.43M -26,066 -4%
EWA
246
EP Wealth Advisors
California
$108M +$2.02M +11,892 +2%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$108M +$8.3M +48,773 +8%
CIC
248
Crawford Investment Counsel
Georgia
$107M -$1.65M -9,688 -2%
WT
249
Whittier Trust
California
$107M +$185K +1,089 +0.2%
EWM
250
Evercore Wealth Management
New York
$106M +$1.33M +7,793 +1%
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