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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 %
SCM
151
Smead Capital Management
Arizona
$237M +$1.66M +9,782 +0.7%
SC
152
Scotia Capital
Ontario, Canada
$234M -$1.44M -8,465 -0.6%
AACR
153
ACR Alpine Capital Research
Missouri
$233M -$1.37M -8,031 -0.6%
Osaic Holdings
154
Osaic Holdings
Arizona
$232M -$69.9M -410,743 -23%
Brown Advisory
155
Brown Advisory
Maryland
$227M -$501K -2,947 -0.2%
Cerity Partners
156
Cerity Partners
New York
$224M +$136M +1,366,360 +155%
CCM
157
Cullen Capital Management
New York
$220M -$94.7M -556,740 -30%
GT
158
Glenmede Trust
Pennsylvania
$218M -$741K -4,354 -0.3%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$218M +$2.13M +12,520 +1%
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$217M -$28.5M -167,422 -12%
Comerica Bank
161
Comerica Bank
Texas
$217M +$951K +5,593 +0.4%
Loomis, Sayles & Company
162
Loomis, Sayles & Company
Massachusetts
$215M +$49K +288 +0%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$210M +$6.65M +39,119 +3%
CB
164
Commerce Bank
Missouri
$210M -$1.96M -11,523 -0.9%
BTW
165
Boston Trust Walden
Massachusetts
$210M -$988K -5,806 -0.5%
MIS
166
Morningstar Investment Services
Illinois
$207M +$102M +600,580 +98%
DnB Asset Management
167
DnB Asset Management
Norway
$206M +$86.7M +509,707 +73%
DC
168
Davenport & Co
Virginia
$204M -$970K -5,705 -0.5%
GBWM
169
Granite Bay Wealth Management
New Hampshire
$201M +$39.8M +262,515 +25%
RFC
170
Regions Financial Corp
Alabama
$201M -$6.07M -35,700 -3%
GLA
171
Great Lakes Advisors
Illinois
$200M -$58.9M -346,077 -23%
BG
172
Bahl & Gaynor
Ohio
$200M -$5.52M -32,461 -3%
Los Angeles Capital Management
173
Los Angeles Capital Management
California
$199M +$20.7M +121,407 +12%
OAC
174
OMERS Administration Corp
Ontario, Canada
$198M +$89M +523,300 +81%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$197M -$47.7M -280,498 -19%
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