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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
1
Morgan Stanley
New York
$22.1B
2
State Street
2
State Street
Massachusetts
$21.3B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.83B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
3
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
5
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
3976
Tudor Investment Corp
Connecticut
– -$7.17M -49,457 Closed
KWILP
3977
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$7.04M -48,573 Closed
ECM
3978
ExodusPoint Capital Management
New York
– -$7M -48,254 Closed
QFA
3979
Quattro Financial Advisors
Texas
– -$6.92M -47,700 Closed
GCM
3980
Gladius Capital Management
Illinois
– -$6.5M -44,796 Closed
FMAEN1
3981
Fund Management at Engine No 1
California
– -$6.03M -41,561 Closed
Hudson Bay Capital Management
3982
Hudson Bay Capital Management
Connecticut
– -$5.8M -40,000 Closed
HCA
3983
Hyperion Capital Advisors
New York
– -$5.6M -38,624 Closed
MP
3984
MSD Partners
New York
– -$5.44M -37,500 Closed
UH
3985
Unigestion Holding
Switzerland
– -$5.37M -37,052 Closed
Walleye Trading
3986
Walleye Trading
New York
– -$5.1M -35,186 Closed
SAM
3987
Silphium Asset Management
United Kingdom
– -$4.93M -34,000 Closed
Gates Foundation Trust
3988
Gates Foundation Trust
Washington
– -$4.29M -29,600 Closed
FFM
3989
FengHe Fund Management
Singapore
– -$3.89M -26,800 Closed
FFM
3990
Fullerton Fund Management
Singapore
– -$3.81M -26,266 Closed
CCM
3991
CAAS Capital Management
New York
– -$3.72M -25,645 Closed
EW
3992
Evoke Wealth
California
– -$3.66M -25,269 Closed
TH
3993
Team Hewins
California
– -$3.62M -24,953 Closed
AAM
3994
Alphadyne Asset Management
New York
– -$3.24M -22,365 Closed
HT
3995
HAP Trading
New York
– -$3.07M -21,177 Closed
CWM
3996
C2C Wealth Management
Arizona
– -$2.82M -19,732 Closed
ECU
3997
Eisler Capital (US)
New York
– -$2.71M -18,706 Closed
MWA
3998
Monograph Wealth Advisors
California
– -$2.47M -17,040 Closed
LCM
3999
Landscape Capital Management
New Jersey
– -$2.45M -16,909 Closed
DFCM
4000
Dark Forest Capital Management
Puerto Rico
– -$2.31M -15,934 Closed
158 159
160
161 162