JPM icon

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 %
MOACM
326
Mutual of America Capital Management
New York
$68.7M -$3.57M -20,970 -5%
Impax Asset Management Group
327
Impax Asset Management Group
United Kingdom
$68.7M -$11.5M -67,593 -14%
SYBT
328
Stock Yards Bank & Trust
Kentucky
$68.6M -$3.45M -20,311 -5%
OIAM
329
OFI Invest Asset Management
France
$68.5M -$751K -4,875 -1%
GPA
330
Guidance Point Advisors
Massachusetts
$68.2M +$33.2K +195 +0%
BCM
331
Becker Capital Management
Oregon
$68.2M -$355K -2,086 -0.5%
ACM
332
Advisors Capital Management
New Jersey
$68.1M +$3.43M +20,156 +5%
RCM
333
RNC Capital Management
California
$67.9M -$729K -4,288 -1%
ABC
334
Associated Banc-Corp
Wisconsin
$67.8M -$164K -964 -0.2%
DADC
335
D.A. Davidson & Co
Montana
$67.3M +$1.39M +8,189 +2%
TH
336
TCTC Holdings
Texas
$66M +$91.5K +538 +0.1%
PWLP
337
Prio Wealth Limited Partnership
Massachusetts
$65.7M -$521K -3,062 -0.8%
CPSAC
338
Chas P. Smith & Associates (CPS)
Florida
$65.7M +$643K +3,779 +1%
GCIM
339
Gunn & Company Investment Management
Florida
$65.7M +$60.7M +356,596 +1,202%
HR
340
Hardy Reed
Mississippi
$65.1M +$63.6M +373,783 +4,183%
NC
341
Nicholas Company
Wisconsin
$65M – – –
WPC
342
Waters Parkerson & Co
Louisiana
$64.8M -$1.31M -7,687 -2%
GFI
343
Global Frontier Investments
South Carolina
$64.5M +$6.8M +40,000 +12%
QPBE
344
Quintet Private Bank (Europe)
Luxembourg
$63.8M -$11.4M -67,074 -15%
SC
345
Sapient Capital
Indiana
$63.8M +$63.8M +375,062 New
VDI
346
Vaughan David Investments
Illinois
$63.6M +$257K +1,512 +0.4%
CAN
347
Cetera Advisor Networks
California
$63.5M -$1M -5,884 -2%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$63.5M +$19.4M +114,014 +44%
MIH
349
Meitav Investment House
Israel
$63.4M +$196K +1,154 +0.3%
Jane Street
350
Jane Street
New York
$63M -$108M -637,684 -63%
12 13
14
15 16