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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 %
AssetMark Inc
601
AssetMark Inc
California
$26.7M +$5.48M +32,215 +26%
Millennium Management
602
Millennium Management
New York
$26.7M -$240M -1,412,101 -90%
SBCM
603
Schwerin Boyle Capital Management
Massachusetts
$26.6M – – –
RP
604
Regal Partners
Australia
$26.6M +$26.6M +156,236 New
EIP
605
Easterly Investment Partners
Massachusetts
$26.4M +$944K +5,550 +4%
SCA
606
Stonebridge Capital Advisors
Minnesota
$26.4M +$200K +1,174 +0.8%
OA
607
Oak Associates
Ohio
$26.4M -$186K -1,094 -0.7%
GCM
608
Graham Capital Management
Connecticut
$26.4M +$6.36M +37,367 +32%
JFG
609
Jefferies Financial Group
New York
$26.3M +$22.3M +131,340 +559%
CAM
610
Carret Asset Management
New York
$26.1M -$603K -3,546 -2%
FFIC
611
First Fiduciary Investment Counsel
Ohio
$26.1M -$412K -2,424 -2%
NB
612
NBT Bank
New York
$25.9M +$1.47M +8,614 +6%
NMERB
613
New Mexico Educational Retirement Board
New Mexico
$25.9M – – –
AT
614
Arvest Trust
Oklahoma
$25.8M -$631K -3,711 -2%
AAIS
615
ABN AMRO Investment Solutions
$25.7M -$2.17M -12,773 -8%
FFN
616
Focus Financial Network
Minnesota
$25.7M +$19.9M +116,706 +341%
BCM
617
Brookstone Capital Management
Illinois
$25.7M -$778K -4,572 -3%
GFS
618
GYL Financial Synergies
Connecticut
$25.6M -$400K -2,352 -2%
GC
619
Gratus Capital
Georgia
$25.6M -$352K -2,069 -1%
OIA
620
OneDigital Investment Advisors
Kansas
$25.6M +$2.89M +16,975 +13%
WAS
621
Wesleyan Assurance Society
United Kingdom
$25.6M – – –
MPM
622
MBB Public Markets
Illinois
$25.5M -$9.53M -56,017 -27%
CFIA
623
Cantor Fitzgerald Investment Advisors
New York
$25.4M +$25.4M +149,589 New
FNBT
624
FineMark National Bank & Trust
Florida
$25.4M -$249K -1,461 -1%
TBA
625
Tower Bridge Advisors
Pennsylvania
$25.4M +$30.4K +179 +0.1%
23 24
25
26 27