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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 %
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$430M +$19.1M +98,897 +5%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$419M +$197M +1,156,723 +89%
RG
103
Rathbones Group
United Kingdom
$414M +$5.78M +33,951 +1%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$403M -$3.52M -20,690 -0.9%
Canada Life
105
Canada Life
Manitoba, Canada
$395M +$17.7M +104,686 +5%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$389M +$95.6M +561,844 +33%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$388M -$1.85M -10,890 -0.5%
Jennison Associates
108
Jennison Associates
New York
$384M +$72.8M +428,204 +23%
Lord, Abbett & Co
109
Lord, Abbett & Co
New Jersey
$384M -$17M -100,049 -4%
Mariner
110
Mariner
Kansas
$379M +$48.5M +285,331 +15%
Royal London Asset Management
111
Royal London Asset Management
United Kingdom
$379M +$9.75M +57,344 +3%
William Blair & Company
112
William Blair & Company
Illinois
$377M +$7.12M +41,885 +2%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$368M -$16.6M -97,381 -4%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$362M -$109K -643 -0%
M&T Bank
115
M&T Bank
New York
$349M -$1.65M -9,728 -0.5%
GRQ
116
Gardner Russo & Quinn
Pennsylvania
$344M -$12.8M -75,056 -4%
CI
117
Cincinnati Insurance
Ohio
$342M – – –
BGIM
118
Brandywine Global Investment Management
Pennsylvania
$336M -$19M -111,792 -5%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$332M +$42.2M +247,891 +15%
Marshall Wace
120
Marshall Wace
United Kingdom
$323M -$136M -802,458 -30%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$323M -$12.4M -72,770 -4%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$319M -$99.3M -583,496 -24%
HNB
123
Huntington National Bank
Ohio
$317M -$1.41M -8,316 -0.4%
First Trust Advisors
124
First Trust Advisors
Illinois
$310M -$8.97M -52,738 -3%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$307M -$2.3M -13,502 -0.7%
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5
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