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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 %
OPS
476
Orion Portfolio Solutions
Nebraska
$38.6M -$2.85M -16,582 -7%
BCI
477
Brinker Capital Investments
Pennsylvania
$38.6M -$2.85M -16,582 -7%
SIC
478
Salem Investment Counselors
North Carolina
$38.6M +$438K +2,577 +1%
OPERF
479
Oregon Public Employees Retirement Fund
Oregon
$38.4M +$221K +1,300 +0.6%
BAAM
480
Baker Avenue Asset Management
California
$38.3M +$1.12M +6,556 +3%
FNT
481
First National Trust
Pennsylvania
$38.2M -$3.5M -20,569 -8%
MSRPS
482
Maryland State Retirement & Pension System
Maryland
$38.2M +$373K +2,192 +1%
MCM
483
Mill Capital Management
North Carolina
$38M -$169K -991 -0.4%
SSWM
484
Smith Salley Wealth Management
North Carolina
$37.8M +$189K +1,114 +0.5%
SWP
485
Stratos Wealth Partners
Ohio
$37.6M -$1.7K -10 -0%
PF
486
Phoenix Financial
Israel
$37.3M +$4.16M +21,754 +13%
KFC
487
Klingenstein Fields & Co
New York
$37.3M +$442K +2,600 +1%
GW
488
GW & Wade
Massachusetts
$37.1M +$860K +5,055 +2%
CSIC
489
Clifford Swan Investment Counsel
California
$37.1M -$228K -1,339 -0.6%
WT
490
Washington Trust
Rhode Island
$37M -$1.14M -6,694 -3%
SC
491
Samlyn Capital
New York
$36.7M -$11.3M -66,224 -23%
GI
492
Gradient Investments
Minnesota
$36.4M -$5.5M -32,320 -13%
CS
493
Cannell & Spears
New York
$36.4M -$994K -5,846 -3%
NLGIA
494
Nippon Life Global Investors Americas
New York
$36.4M +$932K +5,480 +3%
HAG
495
HighPoint Advisor Group
Illinois
$36.3M +$36.3M +186,490 New
Qube Research & Technologies (QRT)
496
Qube Research & Technologies (QRT)
United Kingdom
$36.3M -$148M -869,376 -80%
SPC
497
Stewart & Patten Company
California
$36.2M -$373K -2,193 -1%
MAM
498
Madison Asset Management
Wisconsin
$36M -$7.53M -44,240 -17%
HCMG
499
Howard Capital Management Group
California
$35.9M +$377K +2,214 +1%
ACI
500
Alpha Cubed Investments
California
$35.5M -$916K -5,383 -3%
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