JPM icon

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 %
SC
1051
Syon Capital
California
$9.7M +$5.45M +32,044 +128%
III
1052
Independent Investors Inc
New York
$9.7M +$17K +100 +0.2%
AA
1053
Apriem Advisors
California
$9.7M +$7.66K +45 +0.1%
FMC
1054
First Merchants Corp
Indiana
$9.69M +$148K +873 +2%
SIC
1055
Sigma Investment Counselors
Michigan
$9.67M -$75.4K -443 -0.8%
ECU
1056
Eisler Capital (UK)
United Kingdom
$9.66M -$67.4M -396,504 -87%
TWM
1057
Trueblood Wealth Management
Ohio
$9.64M +$9.64M +56,652 New
PS
1058
Principal Securities
Iowa
$9.64M +$9.64M +56,650 New
HB
1059
HTLF Bank
Colorado
$9.63M +$9.63M +56,603 New
OCAM
1060
Onex Canada Asset Management
Ontario, Canada
$9.61M -$3.01M -17,699 -24%
ECM
1061
EagleClaw Capital Management
Massachusetts
$9.61M -$23K -135 -0.2%
SC
1062
Skylands Capital
Wisconsin
$9.6M -$897K -5,275 -9%
SAM
1063
Sompo Asset Management
Japan
$9.6M +$1.27M +7,489 +15%
SAM
1064
Socorro Asset Management
Texas
$9.58M -$544K -3,198 -5%
CCS
1065
Concentric Capital Strategies
Connecticut
$9.57M +$4.49M +26,414 +89%
CCP
1066
Clough Capital Partners
Massachusetts
$9.56M -$1.36M -8,000 -12%
CAL
1067
Capital Analysts LLC
Pennsylvania
$9.53M +$279K +1,641 +3%
PTB
1068
Pioneer Trust Bank
Oregon
$9.52M +$316K +1,856 +3%
IWM
1069
IHT Wealth Management
Illinois
$9.52M -$523K -3,072 -5%
MCM
1070
Mitchell Capital Management
Kansas
$9.51M +$147K +865 +2%
FCT
1071
Family Capital Trust
Massachusetts
$9.5M -$38.6K -227 -0.4%
SIM
1072
Stratos Investment Management
Ohio
$9.47M -$825K -4,848 -8%
CC
1073
Chicago Capital
Illinois
$9.46M +$73.1K +430 +0.8%
IPW
1074
Inlet Private Wealth
Florida
$9.46M -$25.5K -150 -0.3%
HFM
1075
Hartford Financial Management
Connecticut
$9.44M -$86.8K -510 -0.9%
41 42
43
44 45