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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
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 %
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
$196M +$20.2M +118,819 +12%
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$195M +$11.3M +66,383 +6%
JFL
178
Jarislowsky, Fraser Ltd
Quebec, Canada
$195M -$505K -2,967 -0.3%
Nomura Asset Management
179
Nomura Asset Management
Japan
$193M -$2.44M -14,351 -1%
Empower Advisory Group
180
Empower Advisory Group
Colorado
$192M +$2.72M +16,000 +1%
ZIM
181
Zacks Investment Management
Illinois
$189M -$8.12M -47,756 -4%
ATN
182
AMF Tjänstepension
Sweden
$185M +$69.1M +406,392 +60%
AAMU
183
AEGON Asset Management (UK)
United Kingdom
$183M +$183M +1,072,836 New
BFS
184
Bradley Foster & Sargent
Connecticut
$182M +$1.09M +6,403 +0.6%
EAM
185
Eagle Asset Management
Florida
$180M +$848K +4,988 +0.5%
CGPCS
186
Capital Group Private Client Services
California
$175M -$9.36M -55,015 -5%
Creative Planning
187
Creative Planning
Kansas
$175M -$20.3M -119,086 -10%
PA
188
Paralel Advisors
Colorado
$175M – – –
Rafferty Asset Management
189
Rafferty Asset Management
New York
$174M +$8.44M +49,600 +5%
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$169M -$3.39M -19,944 -2%
JWBC
191
John W. Bristol & Co
New York
$168M -$8.5M -49,988 -5%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$168M -$3.37M -19,836 -2%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$166M +$1.96M +11,540 +1%
CCMG
194
Clark Capital Management Group
Pennsylvania
$165M -$10M -59,014 -6%
UM
195
UniSuper Management
Australia
$164M +$29.7M +174,460 +22%
WHG
196
Westwood Holdings Group
Texas
$163M +$4.13M +24,293 +3%
MGIM
197
M&G Investment Management
United Kingdom
$163M -$19.8M -116,715 -11%
Mirae Asset Global Investments
198
Mirae Asset Global Investments
South Korea
$162M -$732K -4,333 -0.5%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$161M +$475K +2,531 +0.3%
JCM
200
Junto Capital Management
New York
$160M -$35.4M -208,348 -18%
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