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JPMorgan Chase
JPM

Overview Fund Activity

3,960 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, 1,631 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,960
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.06%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.33%
New
447
Increased
1,564
Reduced
1,631
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 %
Capital Research Global Investors
26
Capital Research Global Investors
California
$2.37B -$120M -705,141 -5%
DZ Bank
27
DZ Bank
Germany
$2.19B -$44.8M -263,202 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$2.18B -$87.8M -516,271 -4%
Franklin Resources
29
Franklin Resources
California
$2.15B -$217M -1,276,421 -9%
Fisher Asset Management
30
Fisher Asset Management
Washington
$2.01B +$76.6M +450,098 +4%
UBS AM
31
UBS AM
Illinois
$2.01B +$68.9M +404,802 +4%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.77B -$323M -1,898,973 -15%
RJA
33
Raymond James & Associates
Florida
$1.55B +$41.4M +243,422 +3%
Boston Partners
34
Boston Partners
Massachusetts
$1.55B -$36.6M -215,253 -2%
Barclays
35
Barclays
United Kingdom
$1.47B +$136M +797,536 +10%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$1.46B +$483M +2,842,075 +49%
Sanders Capital
37
Sanders Capital
Florida
$1.36B +$41.9M +246,158 +3%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$1.34B -$21M -123,625 -2%
ClearBridge Investments
39
ClearBridge Investments
New York
$1.31B -$17.8M -104,574 -1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.3B -$55.5M -325,472 -4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$1.28B -$30.9M -181,433 -2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.22B -$45.2M -265,433 -4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.22B +$2.69M +15,843 +0.2%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.14B -$27.4M -161,065 -2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.1B +$56.7M +333,322 +5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.1B -$146M -857,523 -12%
Bessemer Group
47
Bessemer Group
New Jersey
$1.06B -$53.5M -314,462 -5%
Principal Financial Group
48
Principal Financial Group
Iowa
$1.04B -$9.26M -54,423 -0.9%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$954M +$56M +329,139 +6%
UE
50
Unisphere Establishment
Liechtenstein
$953M +$953M +5,600,000 New
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