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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 %
PAS
701
Park Avenue Securities
New York
$20.5M +$270K +1,586 +1%
AWAG
702
ARS Wealth Advisors Group
Florida
$20.4M +$7.88M +46,332 +63%
PCMF
703
Private Capital Management (Florida)
Florida
$20.3M +$577K +3,391 +3%
FAB
704
First American Bank
Illinois
$20.3M -$236K -1,389 -1%
AUB
705
Atlantic Union Bankshares
Virginia
$20.2M -$67.9K -399 -0.3%
DCM
706
Dupont Capital Management
Delaware
$20.2M -$3.37M -19,795 -14%
PIM
707
Penobscot Investment Management
Massachusetts
$20.1M +$688K +4,047 +4%
MLICM
708
Metropolitan Life Insurance Company (MetLife)
New York
$20M -$436K -2,561 -2%
LS
709
Livforsakringsbolaget Skandia
Sweden
$19.9M +$3.91M +22,992 +24%
NEI
710
Northwest & Ethical Investments
Ontario, Canada
$19.9M -$2.05M -12,025 -9%
BHIA
711
Birch Hill Investment Advisors
Massachusetts
$19.8M -$738K -4,340 -4%
SCA
712
Stillwater Capital Advisors
Pennsylvania
$19.7M -$75.4K -443 -0.4%
WSTAM
713
Wilbanks Smith & Thomas Asset Management
Virginia
$19.7M -$65K -382 -0.3%
QCM
714
Quantinno Capital Management
New York
$19.7M +$2.51M +14,735 +15%
AIM
715
Avity Investment Management
Connecticut
$19.5M +$1.95M +11,480 +11%
NB
716
Norinchukin Bank
Japan
$19.5M -$2.05M -12,055 -10%
MFIM
717
Mesirow Financial Investment Management
Illinois
$19.5M +$19.5M +300,089 New
CIM
718
Courant Investment Management
Tennessee
$19.5M – – –
IEFM
719
IQ EQ Fund Management
Ireland
$19.4M +$11.2M +65,934 +138%
JMFC
720
J.M. Forbes & Co
Massachusetts
$19.3M +$152K +895 +0.8%
DMC
721
Drexel Morgan & Co
Pennsylvania
$19.3M +$87.4K +514 +0.5%
VSI
722
Verde Servicos Internacionais
Brazil
$19.3M -$1.18M -6,926 -6%
LNC
723
Lincoln National Corp
Pennsylvania
$19.2M +$749K +4,405 +4%
AHC
724
Adell Harriman & Carpenter
Texas
$19.2M +$87.8K +516 +0.5%
LW
725
Linscomb Wealth
Texas
$19.2M -$1.19M -6,967 -6%
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