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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 %
HCMT
526
Highland Capital Management (Tennessee)
Tennessee
$33.3M -$745K -4,380 -2%
HIMCH
527
Hartford Investment Management Co (HIMCO)
Connecticut
$33.1M -$726K -4,267 -2%
AAS
528
Avantax Advisory Services
Texas
$33M +$845K +4,965 +3%
MWM
529
Moran Wealth Management
Florida
$32.8M +$8.1M +47,604 +33%
IAA
530
Independent Advisor Alliance
North Carolina
$32.8M +$1.12M +6,571 +4%
CCM
531
Chilton Capital Management
Texas
$32.8M -$122K -716 -0.4%
LI
532
LMCG Investments
Massachusetts
$32.8M -$245K -1,440 -0.7%
HR
533
Howe & Rusling
New York
$32.8M -$31.1K -183 -0.1%
SAM
534
Silvercrest Asset Management
New York
$32.7M +$382K +2,248 +1%
MCM
535
Maple Capital Management
Vermont
$32.7M +$424K +2,493 +1%
BPCE
536
Bank Pictet & Cie (Europe)
Germany
$32.6M – – –
JCM
537
Janney Capital Management
Pennsylvania
$32.5M -$1.49M -8,761 -4%
FL
538
FreeGulliver LLC
Louisiana
$32.5M +$32.5M +190,908 New
MLL
539
Moody Lynn & Lieberson
Massachusetts
$32.4M +$205K +1,203 +0.6%
SG Americas Securities
540
SG Americas Securities
New York
$32.1M +$17.5M +102,724 +119%
CIP
541
Chartwell Investment Partners
Pennsylvania
$31.9M -$185K -1,085 -0.6%
EGA
542
Eagle Global Advisors
Texas
$31.8M -$623K -3,664 -2%
CDH
543
Charles D. Hyman
$31.7M +$75.2K +442 +0.2%
NMIFOAC
544
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$31.5M – – –
WAM
545
Wilsey Asset Management
California
$31.4M -$212K -1,245 -0.7%
LCS
546
Levin Capital Strategies
New York
$31.3M -$102K -599 -0.3%
SAM
547
Securian Asset Management
Minnesota
$31.1M -$4.33M -25,449 -12%
NP
548
NS Partners
United Kingdom
$31M -$138K -810 -0.4%
USCWA
549
U.S. Capital Wealth Advisors
Texas
$30.9M +$1.57M +9,220 +5%
Credit Agricole
550
Credit Agricole
France
$30.8M +$5.12M +30,118 +20%
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