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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 %
BRWA
626
B. Riley Wealth Advisors
Florida
$25.3M -$2.47M -14,523 -9%
BMCM
627
Bryn Mawr Capital Management
Pennsylvania
$25.2M -$2.33M -13,718 -8%
FFA
628
First Foundation Advisors
California
$25.1M -$1.83M -10,758 -7%
HPG
629
Harvest Portfolios Group
Ontario, Canada
$25M -$647K -3,801 -3%
VV
630
Verity & Verity
South Carolina
$24.9M +$120K +705 +0.5%
HWM
631
HB Wealth Management
Georgia
$24.9M -$1.33M -7,816 -5%
NIMI
632
Natixis Investment Managers International
France
$24.9M +$24.9M +146,240 New
PCM
633
Parsons Capital Management
Rhode Island
$24.8M -$233K -1,370 -0.9%
AWM
634
Absher Wealth Management
North Carolina
$24.7M -$1.47M -8,617 -6%
LBC
635
Lowe Brockenbrough & Co
Virginia
$24.6M -$2.36M -13,864 -9%
ZCM
636
Ziegler Capital Management
Illinois
$24.5M -$1.09M -6,431 -4%
SC
637
SouthState Corp
Florida
$24.4M -$111K -652 -0.5%
NRS
638
Neville Rodie & Shaw
New York
$24.2M +$604K +3,552 +3%
DWM
639
Dakota Wealth Management
Florida
$24.1M -$7.71M -45,349 -24%
AHB
640
Abner Herrman & Brock
New Jersey
$24.1M -$409K -2,406 -2%
Optiver Holding
641
Optiver Holding
Netherlands
$24M +$2.55M +14,999 +12%
FDCP
642
Foster Dykema Cabot & Partners
Massachusetts
$23.8M +$23.8M +139,800 New
Acadian Asset Management
643
Acadian Asset Management
Massachusetts
$23.8M +$3.37M +19,830 +17%
SDIC
644
South Dakota Investment Council
South Dakota
$23.7M -$4.21M -24,746 -15%
BG
645
Bollard Group
Massachusetts
$23.7M -$1.23M -7,212 -5%
CA
646
Callahan Advisors
Texas
$23.6M +$232K +1,361 +1%
LCM
647
Logan Capital Management
Pennsylvania
$23.5M -$286K -1,684 -1%
PP
648
Patten & Patten
Tennessee
$23.4M -$799K -4,695 -3%
AFCM
649
Applied Finance Capital Management
Puerto Rico
$23.4M +$2.24M +13,184 +11%
EDRH
650
Edmond de Rothschild Holding
Switzerland
$23.4M +$798K +4,694 +4%
24 25
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