JPM icon

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 %
FMLI
576
Fukoku Mutual Life Insurance
Japan
$28.7M -$973K -5,723 -3%
LG
577
LaFleur & Godfrey
Michigan
$28.6M -$508K -2,984 -2%
GL
578
Gemsstock Ltd
United Kingdom
$28.6M -$1.16M -6,800 -4%
NO
579
Ninety One
South Africa
$28.5M +$796K +4,677 +3%
CWM
580
Congress Wealth Management
Massachusetts
$28.4M -$1.83M -10,764 -6%
TI
581
Trexquant Investment
Connecticut
$28.3M +$28.3M +166,261 New
SGAM
582
Smith Group Asset Management
Texas
$28.3M +$28.3M +166,212 New
CA
583
Cornerstone Advisors
North Carolina
$28.3M -$4.69M -27,600 -14%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$28.2M -$108K -634 -0.4%
DILIC
585
Dai-ichi Life Insurance Company
Japan
$28.2M -$5.61M -32,994 -17%
SIA
586
Sit Investment Associates
Minnesota
$28.2M +$380K +2,236 +1%
TCOV
587
Trust Company of Vermont
Vermont
$28M -$5.61M -33,009 -17%
CI
588
Capital International
California
$27.9M +$494K +2,907 +2%
PCIA
589
Prime Capital Investment Advisors
Kansas
$27.9M +$5.05M +29,663 +22%
MIM
590
Marco Investment Management
Georgia
$27.8M -$222K -1,307 -0.8%
Nomura Holdings
591
Nomura Holdings
Japan
$27.6M +$5.76M +33,884 +26%
ACA
592
Aptus Capital Advisors
Alabama
$27.5M -$1.96M -11,513 -7%
CA
593
Cullinan Associates
Kentucky
$27.4M -$3.11M -18,289 -10%
AWM
594
Axxcess Wealth Management
California
$27.3M +$4.38M +25,763 +19%
SBH
595
Segall Bryant & Hamill
Illinois
$27.3M -$77.3M -454,678 -74%
VFA
596
Valeo Financial Advisors
Indiana
$27.3M +$1.63M +11,031 +6%
SRC
597
Shufro Rose & Co
New York
$27.2M -$172K -1,188 -0.6%
FSA
598
Franklin Street Advisors
North Carolina
$26.8M -$4.57M -26,878 -15%
ONB
599
Old National Bancorp
Indiana
$26.8M -$8.57M -50,402 -24%
MGP
600
Metis Global Partners
California
$26.7M +$3.49M +20,503 +15%
22 23
24
25 26