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JPMorgan Chase

3,979 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 1,569 increasing their positions, 1,639 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.31% more ownership

Funds ownership: 70.41%73.72% (+3.3%)

4% less repeat investments, than reductions

Existing positions increased: 1,569 | Existing positions reduced: 1,639

22% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.4B

Holders
3,979
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
638
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3226
$540K
3227
$540K
3228
$539K
3229
$538K
3230
$538K
3231
$536K
3232
$536K
3233
$534K
3234
$534K
3235
$533K
3236
$533K
3237
$532K
3238
$532K
3239
$532K
3240
$531K
3241
$530K
3242
$530K
3243
$530K
3244
$529K
3245
$529K
3246
$529K
3247
$528K
3248
$528K
3249
$527K
3250
$526K