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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 %
BF
426
BOK Financial
Oklahoma
$44.5M -$69.9K -411 -0.2%
WB
427
WesBanco Bank
West Virginia
$44.4M -$13.2M -77,761 -23%
MHC
428
Meyer Handelman Company
New York
$44.4M -$1.53M -8,999 -3%
PCH
429
Polar Capital Holdings
United Kingdom
$44.2M -$238K -1,402 -0.5%
MME
430
Meag Munich Ergo
Germany
$44.1M -$3.15M -18,494 -7%
SI
431
Stephens Inc
Arkansas
$44.1M -$816K -4,800 -2%
GI
432
GAMCO Investors
Connecticut
$43.6M -$1.82M -10,677 -4%
MWM
433
Modera Wealth Management
New Jersey
$43.6M -$767K -4,509 -2%
MIFH
434
Migdal Insurance & Financial Holdings
Israel
$43.5M -$10.4M -61,114 -19%
TAM
435
Taurus Asset Management
New York
$43.2M -$401K -2,357 -0.9%
EMPI
436
Elo Mutual Pension Insurance
Finland
$43.2M +$1.55M +9,136 +4%
ACM
437
Argent Capital Management
Missouri
$43.1M -$990K -5,822 -2%
MG
438
Markel Group
Virginia
$43M +$1.87M +11,000 +5%
ZIC
439
ZWJ Investment Counsel
Georgia
$42.9M -$341K -2,002 -0.8%
ACM
440
Aquatic Capital Management
Illinois
$42.8M +$42.8M +251,800 New
HPC
441
HM Payson & Co
Maine
$42.8M -$64K -376 -0.1%
PR
442
Payden & Rygel
California
$42.8M +$9.3M +54,670 +28%
MCI
443
McDonald Capital Investors
California
$42.6M -$521K -3,065 -1%
CA
444
Cetera Advisors
Colorado
$42.5M +$3.05M +17,953 +8%
TAM
445
Todd Asset Management
Kentucky
$42.1M -$391K -2,300 -0.9%
CAG
446
Crestwood Advisors Group
Massachusetts
$41.9M +$334K +1,961 +0.8%
Pacer Advisors
447
Pacer Advisors
Pennsylvania
$41.8M +$10.5M +61,491 +33%
HP
448
Hosking Partners
United Kingdom
$41.6M -$2.93M -17,215 -7%
BIM
449
Bridges Investment Management
Nebraska
$41.5M -$2.08M -12,251 -5%
First Manhattan
450
First Manhattan
New York
$41.4M -$1.05M -6,161 -2%
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