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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 %
EAM
501
Erste Asset Management
Austria
$35.5M -$1.46M -8,600 -4%
CIA
502
Capital Investment Advisors
Georgia
$35.4M +$390K +2,293 +1%
MAA
503
Matrix Asset Advisors
New York
$35.4M -$759K -4,460 -2%
IMRF
504
Illinois Municipal Retirement Fund
Illinois
$35.4M +$4.77M +28,034 +16%
CGH
505
Crossmark Global Holdings
Texas
$35.4M +$6.89M +40,529 +24%
RT
506
Rockland Trust
Massachusetts
$35.3M +$352K +2,070 +1%
FPCG
507
Fort Pitt Capital Group
Pennsylvania
$35.2M +$328K +1,930 +0.9%
ACH
508
ArrowMark Colorado Holdings
Colorado
$35.1M – – –
MIM
509
Manitou Investment Management
Ontario, Canada
$35.1M -$534K -3,142 -2%
NIM
510
Northeast Investment Management
Massachusetts
$35.1M -$1.29M -7,587 -4%
FNBOO
511
First National Bank of Omaha
Nebraska
$35.1M -$2.55M -14,964 -7%
DJSG
512
D.J. St. Germain
Massachusetts
$34.9M +$398K +2,339 +1%
CTA
513
Chesley Taft & Associates
Illinois
$34.7M -$145K -850 -0.4%
EB
514
Eastern Bank
Massachusetts
$34.7M -$4.36M -25,626 -11%
OC
515
Oakworth Capital
Alabama
$34.4M -$426K -2,503 -1%
TNB
516
Thomasville National Bank
Georgia
$34.3M -$109K -640 -0.3%
NSGL
517
No Street GP LP
California
$34M – – –
CS
518
Central Securities
New York
$34M – – –
CS
519
Clear Street
New York
$34M +$34M +200,000 New
WBG
520
Wharton Business Group
Pennsylvania
$33.9M +$43.5K +256 +0.1%
OCBCO
521
Oversea-Chinese Banking Corp (OCBC)
Singapore
$33.8M -$1.02M -5,964 -3%
ACA
522
Anchor Capital Advisors
Massachusetts
$33.7M +$196K +1,150 +0.6%
ECM
523
Estabrook Capital Management
New York
$33.7M -$585K -3,440 -2%
BSA
524
Braun Stacey Associates
New York
$33.5M -$1.99M -11,720 -6%
CCMIC
525
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33.4M -$689K -4,053 -2%
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