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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$55.3M +$5.14M +30,202 +10%
CVA
377
Ceredex Value Advisors
Florida
$54.9M +$10.7M +62,918 +24%
Cetera Investment Advisers
378
Cetera Investment Advisers
Illinois
$54.9M -$348K -2,048 -0.6%
CI
379
Cambiar Investors
Colorado
$54.8M -$1.17M -6,879 -2%
CIP
380
Cornerstone Investment Partners
Georgia
$54.5M -$14.5M -85,387 -21%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$54.2M -$750K -4,409 -1%
GC
382
Guggenheim Capital
Illinois
$54M -$2.21M -13,005 -4%
Lazard Asset Management
383
Lazard Asset Management
New York
$53.2M +$796K +4,677 +2%
DRZID
384
DePrince Race & Zollo Inc (DRZ)
Florida
$52.9M -$1.69M -9,954 -3%
CT
385
Cambridge Trust
Massachusetts
$52.8M +$336K +1,974 +0.6%
MHI
386
Miller Howard Investments
New York
$52.7M -$521K -3,063 -1%
PMG
387
Private Management Group
California
$52.5M -$1.55M -9,090 -3%
SF
388
Synovus Financial
Georgia
$52.2M -$13.7M -80,534 -21%
WIM
389
Waverton Investment Management
United Kingdom
$51.8M +$3.33M +19,581 +7%
SPS
390
Susquehanna Portfolio Strategies
Pennsylvania
$51.8M +$51.8M +304,609 New
IIM
391
INTECH Investment Management
Florida
$51.8M -$1.85M -10,895 -3%
PCM
392
Polaris Capital Management
Massachusetts
$51.8M -$663K -3,900 -1%
ADEF
393
Adams Diversified Equity Fund
Maryland
$51.8M -$4.32M -25,400 -8%
N
394
Natixis
France
$51.4M +$30.3M +178,396 +144%
WTC
395
WhitTier Trust Company
Nevada
$51.4M -$393K -2,311 -0.8%
AA
396
Ancora Advisors
Ohio
$51.1M +$34.2K +201 +0.1%
FTF
397
Freedom Together Foundation
New York
$51M +$51M +299,855 New
FWIA
398
Fort Washington Investment Advisors
Ohio
$51M -$646K -3,798 -1%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$50.3M +$9.82M +57,703 +24%
ATC
400
Argent Trust Co
Tennessee
$50M -$366K -2,151 -0.7%