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JPMorgan Chase
JPM

Overview Fund Activity

3,961 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, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,961
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.07%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
447
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
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 %
Fidelity International
76
Fidelity International
Bermuda
$578M -$31.5M -185,246 -5%
DekaBank Deutsche Girozentrale
77
DekaBank Deutsche Girozentrale
Germany
$578M +$28.3M +166,584 +5%
1832 Asset Management
78
1832 Asset Management
Ontario, Canada
$568M +$207M +1,214,986 +57%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$548M +$9.67M +56,840 +2%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$547M -$8.37M -49,214 -2%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$540M -$20.6M -121,346 -4%
Prudential Financial
82
Prudential Financial
New Jersey
$538M -$71M -423,248 -12%
LPL Financial
83
LPL Financial
California
$535M +$24.6M +144,633 +5%
HighTower Advisors
84
HighTower Advisors
Illinois
$530M +$5.01M +29,459 +1%
Bank of Nova Scotia
85
Bank of Nova Scotia
Ontario, Canada
$512M +$396M +2,330,360 +343%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$511M +$13.2M +77,431 +3%
Victory Capital Management
87
Victory Capital Management
Texas
$511M +$44.4M +260,916 +10%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$511M +$28.4M +165,576 +6%
Allianz Asset Management
89
Allianz Asset Management
Germany
$502M +$51.9M +304,991 +12%
Citigroup
90
Citigroup
New York
$498M -$41.7M -245,131 -8%
Truist Financial
91
Truist Financial
North Carolina
$498M -$13.6M -79,940 -3%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$497M -$18.3M -107,624 -4%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$497M -$10.3M -60,598 -2%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$496M +$25.7M +151,234 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$479M +$205M +1,207,872 +75%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$478M -$14M -82,300 -3%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$468M -$5.47M -32,167 -1%
CWP
98
Capital Wealth Planning
Florida
$468M -$31M -182,195 -6%
Nordea Investment Management
99
Nordea Investment Management
Sweden
$458M -$17M -100,053 -4%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$436M +$38.7M +227,327 +10%
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4
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