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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 %
BCP
551
Blue Chip Partners
Michigan
$30.8M +$868K +5,101 +3%
MSR
552
Main Street Research
Connecticut
$30.6M +$5.1M +29,974 +20%
HFS
553
Hantz Financial Services
Michigan
$30.5M -$2.09M -12,262 -6%
MWM
554
Meridian Wealth Management
Kentucky
$30.4M +$7.22M +42,424 +31%
CFG
555
Citizens Financial Group
Rhode Island
$30.4M +$703K +4,134 +2%
CTI
556
Community Trust & Investment
Kentucky
$30.3M +$78.4K +461 +0.3%
NFC
557
Northeast Financial Consultants
Connecticut
$30.3M -$118K -692 -0.4%
CTC
558
Central Trust Company
Missouri
$30.2M -$230K -1,354 -0.8%
AWS
559
Atria Wealth Solutions
New York
$30.2M -$338K -1,985 -1%
AAIM
560
American Assets Investment Management
California
$30.2M – – –
EH
561
Equitable Holdings
New York
$30.2M +$1.67M +9,844 +6%
DDPIC
562
Deroy & Devereaux Private Investment Counsel
Michigan
$29.9M -$179K -1,053 -0.6%
LSERS
563
Louisiana State Employees Retirement System
Louisiana
$29.7M -$902K -5,300 -3%
AA
564
ALPS Advisors
Colorado
$29.7M +$157K +923 +0.5%
JAFL
565
Jay A. Fishman Ltd
Michigan
$29.6M -$591K -3,475 -2%
AIM
566
Allen Investment Management
New York
$29.3M -$472K -2,775 -2%
PCM
567
Palisade Capital Management
New Jersey
$29.2M -$143K -838 -0.5%
GGS
568
Galvin Gaustad & Stein
Arizona
$29.2M -$1.31M -7,726 -4%
RIL
569
Rothschild Investment LLC
Illinois
$29.1M +$1.02M +5,975 +4%
RC
570
Randolph Company
Ohio
$29.1M +$22.3K +131 +0.1%
KIA
571
KCM Investment Advisors
California
$29M -$863K -5,073 -3%
NIG
572
NFJ Investment Group
Texas
$29M -$1.83M -10,772 -6%
MIA
573
MMBG Investment Advisors
Florida
$28.9M +$1.23M +7,235 +4%
AP
574
Appleton Partners
Massachusetts
$28.9M -$378K -2,222 -1%
SSB
575
Sandy Spring Bank
Maryland
$28.9M -$44.7K -263 -0.2%
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