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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 %
BBI
801
Baxter Bros Inc
Connecticut
$16.1M -$183K -1,075 -1%
EWM
802
Edge Wealth Management
New York
$16.1M -$131K -768 -0.8%
BWP
803
Baldwin Wealth Partners
Massachusetts
$16.1M +$4.26M +25,049 +36%
FNFDCM
804
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$16M -$153K -899 -0.9%
VIP
805
Vantage Investment Partners
Missouri
$16M +$134K +787 +0.8%
Assenagon Asset Management
806
Assenagon Asset Management
Luxembourg
$16M -$274K -1,608 -2%
TPCW
807
TD Private Client Wealth
New York
$16M +$902K +5,304 +6%
GG
808
Greenwood Gearhart
Arkansas
$15.9M -$194K -1,142 -1%
WCMN
809
Westchester Capital Management (Nebraska)
Nebraska
$15.9M -$225K -1,325 -1%
TCOT
810
Trust Company of Toledo
Ohio
$15.8M +$975K +5,734 +7%
RPC
811
Rossmore Private Capital
Connecticut
$15.8M +$5.78K +34 +0%
CCC
812
Cincinnati Casualty Company
Ohio
$15.8M – – –
CSUI
813
Cincinnati Specialty Underwriters Insurance
Ohio
$15.8M – – –
PA
814
Procyon Advisors
Connecticut
$15.8M +$1.71M +10,066 +12%
PAM
815
Peak Asset Management
Colorado
$15.7M -$225K -1,325 -1%
VCA
816
Verdence Capital Advisors
Maryland
$15.7M -$2.05M -12,047 -12%
HTIM
817
Harbour Trust & Investment Management
Indiana
$15.7M +$15.7M +92,124 New
TF
818
Talbot Financial
Washington
$15.7M +$687K +4,040 +5%
FFM
819
Forum Financial Management
Illinois
$15.6M +$425K +2,496 +3%
SHGA
820
Sand Hill Global Advisors
California
$15.6M -$55.1K -324 -0.4%
KCM
821
Kornitzer Capital Management
Kansas
$15.6M +$131K +770 +0.8%
NMIMC
822
Northwestern Mutual Investment Management Company
Wisconsin
$15.6M -$37.3K -219 -0.2%
CWM
823
Curi Wealth Management
North Carolina
$15.5M -$1.59M -9,364 -9%
GC
824
Grimes & Company
Massachusetts
$15.5M +$446K +2,621 +3%
BBHC
825
Brown Brothers Harriman & Co
New York
$15.5M -$1.79M -10,506 -10%
31 32
33
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