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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.83B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
276
Teachers Retirement System of the State of Kentucky
Kentucky
$92.6M -$2.31M -13,604 -2%
WGAM
277
Wilkinson Global Asset Management
New York
$90.9M -$164K -963 -0.2%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.3M -$9.41M -55,300 -9%
ICG
279
InterOcean Capital Group
Tennessee
$89.3M +$3.09M +18,185 +4%
BNP Paribas Asset Management
280
BNP Paribas Asset Management
France
$87.7M +$1.45M +8,521 +2%
UB
281
UMB Bank
Missouri
$86.3M -$1.37M -8,083 -2%
CNB
282
Czech National Bank
Czech Republic
$86.1M -$259K -1,520 -0.3%
URS
283
Utah Retirement Systems
Utah
$85.2M +$510K +3,000 +0.6%
BIP
284
Brandes Investment Partners
California
$85.1M +$3.22M +18,947 +4%
TIAA Trust, National Association
285
TIAA Trust, National Association
North Carolina
$84.8M +$397K +2,335 +0.5%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$84.8M +$16.9M +99,210 +25%
CII
287
Capital International Inc
California
$84.5M +$11M +64,402 +15%
SCA
288
STALEY CAPITAL ADVISERS
Pennsylvania
$84M +$490K +2,883 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
289
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$83.7M -$8.63M -50,724 -9%
CS
290
Candriam SCA
Luxembourg
$83.5M -$3.73M -21,905 -4%
TG
291
TCW Group
California
$83.5M +$3.64M +21,417 +5%
CA
292
Commerzbank Aktiengesellschaft
Germany
$82.8M +$1.8M +10,578 +2%
UCFA
293
United Capital Financial Advisors
Texas
$82.6M -$26.2M -153,873 -24%
KAS
294
Kestra Advisory Services
Texas
$82.3M +$4.74M +27,856 +6%
CAM
295
Cresset Asset Management
Illinois
$82.2M +$2.16M +12,710 +3%
PA
296
Pinnacle Associates
New York
$81.4M -$49.3K -290 -0.1%
SC
297
Sculptor Capital
New York
$81.2M +$81.2M +477,300 New
FCI
298
Financial Counselors Inc
Kansas
$80.8M -$91.5K -538 -0.1%
SPIA
299
Steward Partners Investment Advisory
New York
$80.5M +$1.02M +6,019 +1%
GAM
300
Groupama Asset Management
France
$79.9M +$79.9M +469,646 New
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