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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
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 %
FT
401
Fiduciary Trust
Massachusetts
$49.9M +$238K +1,397 +0.5%
RMA
402
Roffman Miller Associates
Pennsylvania
$49.8M -$176K -1,033 -0.4%
NSIM
403
North Star Investment Management
Illinois
$49.6M +$25.5K +150 +0.1%
Wolverine Trading
404
Wolverine Trading
Illinois
$49.6M +$31.6M +185,680 +176%
TAM
405
Tocqueville Asset Management
New York
$49.3M +$2.34M +13,769 +5%
BPWM
406
Badgley Phelps Wealth Managers
Washington
$49.2M +$3.17M +18,614 +7%
Ninety One (UK)
407
Ninety One (UK)
United Kingdom
$49.1M -$12.3M -72,544 -20%
Barrow, Hanley, Mewhinney & Strauss
408
Barrow, Hanley, Mewhinney & Strauss
Texas
$48.9M -$620K -3,644 -1%
SFA
409
Sequoia Financial Advisors
Ohio
$47.8M +$10.2M +59,679 +27%
CTB
410
Country Trust Bank
Illinois
$47.2M -$759K -4,461 -2%
AI
411
Atria Investments
North Carolina
$47.1M +$1.01M +5,930 +2%
ACL
412
Azora Capital LP
Florida
$46.8M -$3.24M -19,024 -6%
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$46.2M -$7.67M -45,076 -14%
BIAS
414
Beacon Investment Advisory Services
New Jersey
$46M -$675K -3,970 -1%
BS
415
Banco Santander
Spain
$45.8M +$5.56M +32,693 +14%
PCM
416
Patient Capital Management
Maryland
$45.7M -$6.58M -38,707 -13%
ST
417
Sabal Trust
Florida
$45.4M -$1.06M -6,203 -2%
FP
418
Foundry Partners
Minnesota
$45.4M -$5.54M -32,555 -11%
JIC
419
Johnson Investment Counsel
Ohio
$45.3M +$5.21M +30,624 +13%
SW
420
SVB Wealth
Massachusetts
$45.2M -$11.5M -67,731 -20%
NW
421
NewEdge Wealth
Pennsylvania
$45.1M +$5.49M +32,265 +14%
DWM
422
Destination Wealth Management
California
$45.1M -$366K -2,150 -0.8%
Wealthfront Advisers
423
Wealthfront Advisers
California
$44.8M +$2.09M +12,273 +5%
SC
424
Searle & Co
Connecticut
$44.6M +$144K +846 +0.3%
NIM
425
Nexus Investment Management
Ontario, Canada
$44.5M -$389K -2,285 -0.9%
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