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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 %
BCM
301
Basswood Capital Management
New York
$79.9M – – –
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$79.5M -$5.79M -34,045 -7%
PNC
303
Park National Corp
Ohio
$78.4M -$488K -2,871 -0.6%
DPAM
304
Degroof Petercam Asset Management
Belgium
$77.8M +$77.8M +457,383 New
BAM
305
Berkshire Asset Management
Pennsylvania
$77.4M +$334K +1,966 +0.4%
EOJOAM
306
E. Ohman J:or Asset Management
Sweden
$76.9M -$3.97M -23,357 -5%
BPA
307
Beacon Pointe Advisors
California
$76.7M +$2.55M +14,992 +3%
UIM
308
USS Investment Management
United Kingdom
$76.2M -$6.89M -40,443 -8%
GF
309
Gabelli Funds
New York
$74.7M -$498K -2,925 -0.7%
NA
310
NewEdge Advisors
Louisiana
$74.6M +$6.64M +39,112 +10%
YCM
311
Yousif Capital Management
Michigan
$74M -$3.39M -19,904 -4%
GT
312
Glenview Trust
Kentucky
$73.7M -$4.16M -24,430 -5%
FAF
313
Fjarde Ap-fonden
Sweden
$73.5M -$3.48M -20,464 -5%
IGAM
314
iA Global Asset Management
Quebec, Canada
$73.3M +$10.5M +62,022 +17%
TRCT
315
Tower Research Capital (TRC)
New York
$73.3M +$45.3M +266,492 +162%
RWP
316
RWA Wealth Partners
Massachusetts
$72.4M +$42.5M +250,105 +142%
BTCPP
317
Border to Coast Pensions Partnership
United Kingdom
$72M +$1.53M +9,000 +2%
X
318
Xponance
Pennsylvania
$71.6M +$6.46M +37,990 +10%
BMO
319
Beck Mack & Oliver
New York
$71.1M -$1.98M -11,620 -3%
ABI
320
Abrams Bison Investments
Maryland
$70.4M -$1.02M -6,000 -1%
QCM
321
QRG Capital Management
Illinois
$70.2M +$3.44M +20,205 +5%
Pathstone Holdings
322
Pathstone Holdings
New Jersey
$70.1M +$70.1M +410,466 New
NYLIM
323
New York Life Investment Management
New York
$69.8M -$885K -5,204 -1%
LWCA
324
Locust Wood Capital Advisers
New York
$69.6M -$3.94M -23,188 -5%
CFB
325
Cullen/Frost Bankers
Texas
$69.2M -$6.45M -37,894 -9%
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