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
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 %
SCP
4026
Syntal Capital Partners
Texas
– -$526K -3,625 Closed
MIA
4027
Milestone Investment Advisors
Wisconsin
– -$480K -3,308 Closed
WMC
4028
Westwood Management Corporation
Illinois
– -$479K -3,300 Closed
RCG
4029
Rock Creek Group
District of Columbia
– -$457K -3,154 Closed
TA
4030
Trellis Advisors
Washington
– -$453K -3,122 Closed
PCM
4031
PAR Capital Management
Massachusetts
– -$435K -3,000 Closed
SAM
4032
Sycomore Asset Management
France
– -$437K -3,000 Closed
CCM
4033
Chiron Capital Management
Florida
– -$422K -2,908 Closed
DCM
4034
Deuterium Capital Management
Florida
– -$393K -2,736 Closed
ESCM
4035
Echo Street Capital Management
New York
– -$379K -2,614 Closed
HHRDM
4036
H&H Retirement Design & Management
Nevada
– -$386K -2,609 Closed
CHP
4037
Cable Hill Partners
Oregon
– -$353K -2,437 Closed
SC
4038
Shay Capital
New York
– -$348K -2,400 Closed
HAFS
4039
Hapanowicz & Associates Financial Services
Pennsylvania
– -$328K -2,259 Closed
SFC
4040
Strategic Financial Concepts
Texas
– -$318K -2,193 Closed
CL
4041
CSS LLC
Illinois
– -$305K -2,100 Closed
RWA
4042
Rooted Wealth Advisors
Illinois
– -$313K -2,048 Closed
RBCM
4043
Raub Brock Capital Management
California
– -$279K -1,922 Closed
LSIA
4044
LaSalle St. Investment Advisors
Illinois
– -$276K -1,903 Closed
LGWM
4045
Litman Gregory Wealth Management
California
– -$266K -1,834 Closed
B
4046
Barings
North Carolina
– -$260K -1,790 Closed
EGM
4047
Engineers Gate Manager
New York
– -$255K -1,758 Closed
RAG
4048
RIA Advisory Group
Iowa
– -$250K -1,724 Closed
CI
4049
Carroll Investors
South Carolina
– -$228K -1,546 Closed
PA
4050
Parkside Advisors
California
– -$215K -1,481 Closed
159 160 161
162
163