JPMorgan Chase
JPM
3,994 hedge funds and large institutions have $363B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 455 funds opening new positions, 1,574 increasing their positions, 1,643 reducing their positions, and 102 closing their positions.
346% more first-time investments, than exits
New positions opened: 455 | Existing positions closed: 102
25% more funds holding in top 10
Funds holding in top 10: 512 → 640 (+128)
22% more capital invested
Capital invested by funds: $298B → $363B (+$65.1B)
8% more funds holding
Funds holding: 3,704 → 3,994 (+290)
3.35% more ownership
Funds ownership: 70.48% → 73.83% (+3.4%)
4% less repeat investments, than reductions
Existing positions increased: 1,574 | Existing positions reduced: 1,643
22% less call options, than puts
Call options by funds: $8.1B | Put options by funds: $10.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1B |
| 2 |
State Street
Boston,
Massachusetts
|
+$484M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$483M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$431M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$353M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$454M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$425M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$289M |
| 4 |
Neuberger Berman Group
New York
|
-$288M |
| 5 |
Millennium Management
New York
|
-$214M |
JPM Hedge Fund Activity: Q4 2023 in Review
3,994 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2023, worth a combined $363B — up 22% from $298B a quarter earlier.
Buyers outnumbered sellers: 455 funds opened new JPM positions and 102 closed out — a net gain of 353 holders — while 1,574 added to existing stakes and 1,643 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1B. The largest seller was Capital World Investors, cutting an estimated $454M.
- 3,994 institutional investors held JPMorgan Chase (JPM) as of Q4 2023, up from 3,704 in Q3 2023.
- Funds reported $363B of JPMorgan Chase stock for Q4 2023, up 22% quarter-over-quarter.
- 455 funds opened new JPMorgan Chase positions in Q4 2023 and 102 closed out, a net change of +353 holders.
- The largest JPMorgan Chase buyer in Q4 2023 was Morgan Stanley, an estimated $10.1B added.
- The largest JPMorgan Chase seller in Q4 2023 was Capital World Investors, an estimated $454M sold.
Based on aggregated 13F filings for Q4 2023.