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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 %
AHC
776
Anderson Hoagland & Co
Missouri
$17.1M -$491K -2,920 -3%
VMPIC
777
Varma Mutual Pension Insurance Co
Finland
$17.1M +$10.3M +60,294 +151%
BFEC
778
Benjamin F. Edwards & Company
Missouri
$17.1M +$1.6M +9,401 +10%
AAM
779
Ardevora Asset Management
United Kingdom
$17M -$13.3M -78,045 -44%
CA
780
CSM Advisors
Pennsylvania
$17M -$296K -1,738 -2%
TFS
781
Thoroughbred Financial Services
Tennessee
$16.9M +$598K +3,516 +4%
FG
782
Fiduciary Group
Georgia
$16.9M -$426K -2,507 -2%
AAS
783
Annex Advisory Services
Wisconsin
$16.8M +$1.26M +7,380 +8%
MIA
784
MainStreet Investment Advisors
Illinois
$16.7M -$1.06M -6,260 -6%
YC
785
Yarbrough Capital
Tennessee
$16.6M – – –
JAM
786
Jupiter Asset Management
United Kingdom
$16.6M -$10.4M -60,850 -38%
HF
787
HRT Financial
New York
$16.6M +$7.18M +42,213 +77%
LNB
788
Ledyard National Bank
$16.5M +$325K +1,913 +2%
UAS
789
United Asset Strategies
New York
$16.4M -$425K -2,496 -3%
DAS
790
Dynamic Advisor Solutions
Arizona
$16.4M +$4.2M +24,353 +34%
JC
791
JB Capital
Connecticut
$16.4M +$1.62M +9,538 +11%
SS
792
Simplicity Solutions
Minnesota
$16.4M +$432K +2,537 +3%
AIM
793
Artemis Investment Management
United Kingdom
$16.3M -$748K -4,399 -4%
WS
794
Wedbush Securities
California
$16.3M -$313K -1,839 -2%
CIA
795
CCM Investment Advisers
South Carolina
$16.3M +$551K +3,242 +3%
PCA
796
Pallas Capital Advisors
Massachusetts
$16.2M +$524K +3,083 +3%
FFBTD
797
First Financial Bank - Trust Division
Ohio
$16.2M -$127K -745 -0.8%
LNWWM
798
Laird Norton Wetherby Wealth Management
California
$16.2M -$121K -710 -0.7%
CC
799
Courier Capital
New York
$16.2M -$51.4K -302 -0.3%
PMAM
800
Picton Mahoney Asset Management
Ontario, Canada
$16.1M +$2.83M +16,622 +21%
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