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JPMorgan Chase
JPM

Overview Fund Activity

3,960 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,564 increasing their positions, 1,631 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,960
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.06%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.33%
New
447
Increased
1,564
Reduced
1,631
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1B
2
State Street
2
State Street
Massachusetts
$21.3B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.83B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
3
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
5
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$950M -$13.2M -77,889 -1%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$868M +$21.2M +124,811 +3%
CS
53
Credit Suisse
Switzerland
$817M -$72.9M -428,688 -8%
GA
54
Greenhaven Associates
New York
$803M +$765K +4,500 +0.1%
Amundi
55
Amundi
France
$800M +$60.1M +352,195 +8%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$794M +$3.54M +20,815 +0.4%
Citadel Advisors
57
Citadel Advisors
Florida
$774M -$100M -588,612 -11%
Primecap Management
58
Primecap Management
California
$770M -$140M -824,900 -15%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$761M +$129M +756,220 +20%
National Pension Service
60
National Pension Service
South Korea
$759M +$14.8M +87,000 +2%
Stifel Financial
61
Stifel Financial
Missouri
$737M +$10.9M +64,313 +2%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$737M -$63.7M -374,548 -8%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$730M +$395K +2,322 +0.1%
American Century Companies
64
American Century Companies
Missouri
$722M -$36M -211,930 -5%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$716M -$84.1M -494,591 -11%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$713M +$124M +719,060 +21%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$695M -$19.9M -117,017 -3%
US Bancorp
68
US Bancorp
Minnesota
$684M -$2.42M -14,233 -0.4%
DSA
69
Davis Selected Advisers
Arizona
$679M -$24.5M -143,951 -3%
PIF
70
Public Investment Fund
Saudi Arabia
$655M – – –
Swedbank
71
Swedbank
Sweden
$631M +$14.8M +87,220 +2%
Fayez Sarofim & Co
72
Fayez Sarofim & Co
Texas
$626M -$144M -824,873 -19%
PI
73
Putnam Investments
Massachusetts
$619M +$11.9M +69,723 +2%
Corient Private Wealth
74
Corient Private Wealth
Florida
$601M +$95M +558,446 +19%
APG Asset Management
75
APG Asset Management
Netherlands
$586M -$10.2M -66,031 -2%
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