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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 %
Point72 Asset Management
901
Point72 Asset Management
Connecticut
$13.2M +$13.2M +77,630 New
WCM
902
Whitener Capital Management
North Carolina
$13.2M -$135K -794 -1%
CIS
903
Connors Investor Services
Pennsylvania
$13.2M +$28.6K +168 +0.2%
AJ
904
Ashburton (Jersey)
Jersey
$13.2M -$447K -3,079 -3%
SWIG
905
Strategic Wealth Investment Group
Kentucky
$13.2M +$1.01M +5,916 +8%
PAIM
906
Punch & Associates Investment Management
Minnesota
$13.2M -$9.7K -57 -0.1%
TCM
907
Twin Capital Management
Pennsylvania
$13.2M +$538K +3,160 +4%
KWMG
908
King Wealth Management Group
Florida
$13.2M -$218K -1,282 -2%
SCM
909
Schnieders Capital Management
California
$13.1M -$1.25M -7,348 -9%
CBOR
910
Community Bank of Raymore
Missouri
$13.1M +$1.26M +7,400 +11%
ERIC
911
Eagle Rock Investment Company
Georgia
$13.1M -$1.03M -6,044 -7%
BP
912
Ballentine Partners
Massachusetts
$13.1M +$1.47M +8,653 +13%
GAB
913
German American Bancorp
Indiana
$13.1M +$5.1K +30 +0%
ISB
914
Iowa State Bank
Iowa
$13M +$64.6K +380 +0.5%
NSAM
915
North Star Asset Management
Wisconsin
$13M +$77.1K +453 +0.6%
AIMCA
916
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.9M – – –
TCM
917
Telos Capital Management
California
$12.9M -$63.6K -374 -0.5%
TIM
918
Thompson Investment Management
Wisconsin
$12.9M -$667K -3,924 -5%
FI
919
FJ Investments
Utah
$12.8M +$12.8M +75,404 New
NC
920
NewSquare Capital
Pennsylvania
$12.8M +$228K +1,356 +2%
NSEDCP
921
NJ State Employees Deferred Compensation Plan
New Jersey
$12.7M – – –
C
922
Certuity
Florida
$12.7M +$645K +3,791 +5%
1SB
923
1ST Source Bank
Indiana
$12.7M -$295K -1,735 -2%
BONST
924
Bank of Nova Scotia Trust
Ontario, Canada
$12.7M +$242K +1,423 +2%
O
925
Ossiam
France
$12.6M -$3.97M -23,365 -24%
35 36
37
38 39