JPM icon

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
Morgan Stanley
New York
$22.1B
2
State Street
State Street
Massachusetts
$21.3B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.83B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
126
KeyBank National Association
Ohio
$307M -$5.05M -29,704 -2%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$304M -$8.49M -49,885 -3%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$302M +$22.9M +134,824 +8%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$302M -$18.4M -108,190 -6%
Pzena Investment Management
130
Pzena Investment Management
New York
$301M -$2.44M -14,331 -0.8%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$300M +$2.05M +12,070 +0.7%
MPI
132
Mairs & Power Inc
Minnesota
$294M +$7.11M +41,810 +2%
KBC Group
133
KBC Group
Belgium
$291M +$107K +629 +0%
Macquarie Group
134
Macquarie Group
Australia
$286M -$13.1M -77,381 -4%
TIM
135
Thornburg Investment Management
New Mexico
$283M -$12.6M -73,858 -4%
BWA
136
Brave Warrior Advisors
New York
$282M -$1.26M -7,382 -0.4%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$281M -$663K -3,895 -0.2%
HTC
138
Haverford Trust Company
Pennsylvania
$275M -$24.7M -145,454 -8%
CI Investments Inc
139
CI Investments Inc
Ontario, Canada
$274M -$9.62M -56,528 -3%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$272M -$7.19M -42,292 -3%
MMH
141
Menora Mivtachim Holdings
Israel
$266M +$61.6M +362,100 +30%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$266M +$12.8M +75,290 +5%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$264M +$7.63M +44,844 +3%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$258M -$2.32M -13,623 -0.9%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$257M +$556K +3,268 +0.2%
PAM
146
Panagora Asset Management
Massachusetts
$249M +$47M +276,389 +23%
EIP
147
Epoch Investment Partners
New York
$240M -$5.51M -32,420 -2%
Aviva
148
Aviva
United Kingdom
$239M +$16M +93,935 +7%
SO
149
STRS Ohio
Ohio
$238M -$9.74M -57,256 -4%
Asset Management One
150
Asset Management One
Japan
$237M -$3.59M -21,079 -1%
4 5
6
7 8