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JPMorgan Chase
JPM

Overview Fund Activity

3,962 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 448 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
3,962
Holders Change
+283
Holders Change %
+7.69%
% of All Funds
58.08%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
448
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
+$11.4B
2
State Street
State Street
Massachusetts
+$543M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$542M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$483M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$509M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
Bank of America
Bank of America
North Carolina
-$325M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$323M
5
Millennium Management
Millennium Management
New York
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
451
PGGM Investments
Netherlands
$41.3M +$5.74M +33,716 +16%
IC
452
IEQ Capital
California
$41.3M +$1.67M +9,832 +4%
GIBU
453
Gulf International Bank (UK)
United Kingdom
$41.3M -$4.46M -26,238 -10%
AIM
454
Achmea Investment Management
Netherlands
$41.3M -$876K -5,147 -2%
HW
455
Hancock Whitney
Mississippi
$41.2M +$10.6M +62,043 +34%
VVP
456
Venture Visionary Partners
Ohio
$41.1M -$40.5K -238 -0.1%
KPWS
457
Kestra Private Wealth Services
Texas
$41.1M +$1.12M +6,583 +3%
ISL
458
Ingalls & Snyder LLC
New York
$40.7M -$461K -2,711 -1%
FHA
459
First Horizon Advisors
Tennessee
$40.6M +$298K +1,752 +0.7%
Lido Advisors
460
Lido Advisors
California
$40.6M -$5.58M -32,790 -12%
DWP
461
Daymark Wealth Partners
Ohio
$40.5M +$5.28K +44 +0%
PWP
462
Private Wealth Partners
California
$40.4M +$40.1K +236 +0.1%
SCTC
463
Sanibel Captiva Trust Company
Florida
$40.2M +$40.2M +236,558 New
PP
464
Prudential plc
United Kingdom
$40.2M +$12.5M +73,389 +45%
CIS
465
Capital International Sarl
California
$40.2M +$3.79M +22,287 +10%
BB
466
Busey Bank
Illinois
$40.1M -$401K -2,356 -1%
VPIM
467
Vanguard Personalized Indexing Management
California
$39.9M +$71.8K +422 +0.2%
SDJVC
468
St. Denis J. Villere & Co
Louisiana
$39.8M -$1.93M -11,348 -5%
HIMC
469
Heritage Investors Management Corp
Maryland
$39.7M -$445K -2,614 -1%
CI
470
Conning Inc
Connecticut
$39.5M -$5.44M -32,036 -12%
KRS
471
Kentucky Retirement Systems
Kentucky
$39.3M +$524K +3,081 +1%
LA
472
LBP AM
France
$38.9M -$63.8K -375 -0.2%
IP
473
Interval Partners
New York
$38.9M +$1.63M +9,605 +4%
BCM
474
Bridgeway Capital Management
Texas
$38.9M -$538K -3,161 -1%
NAM
475
NorthCrest Asset Manangement
Minnesota
$38.9M -$7.01M -41,190 -15%
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