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
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 %
CWM
201
CIBC World Markets
New York
$154M +$20.3M +119,590 +15%
HA
202
Homestead Advisers
Virginia
$153M -$9.56M -56,200 -6%
Renaissance Technologies
203
Renaissance Technologies
New York
$152M +$152M +893,193 New
DLA
204
Douglas Lane & Associates
New York
$149M -$6.01M -35,348 -4%
LSV Asset Management
205
LSV Asset Management
Illinois
$147M +$7.6M +44,700 +5%
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$142M -$12.3M -72,485 -8%
FFB
207
First Financial Bankshares
Texas
$142M +$142M +834,843 New
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$141M +$6.25M +36,674 +5%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$141M -$1.84M -10,811 -1%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$141M +$13.8M +80,881 +11%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$140M +$413K +2,427 +0.3%
BC
212
Bartlett & Co
Ohio
$140M +$413K +2,427 +0.3%
VNIM
213
Vaughan Nelson Investment Management
Texas
$140M +$135M +795,488 +3,122%
ASRS
214
Arizona State Retirement System
Arizona
$139M -$1.62M -9,552 -1%
CLOS
215
Compagnie Lombard Odier SCmA
Switzerland
$139M +$6.34M +37,267 +5%
PCM
216
Penserra Capital Management
California
$138M -$29.5M -173,221 -18%
MML Investors Services
217
MML Investors Services
Massachusetts
$138M +$15.8M +92,601 +13%
ERSOT
218
Employees Retirement System of Texas
Texas
$135M +$8.39M +49,300 +7%
SOMRS
219
State of Michigan Retirement System
Michigan
$135M -$868K -5,100 -0.6%
QP
220
Quilter Plc
United Kingdom
$133M +$178K +1,045 +0.1%
Calamos Advisors
221
Calamos Advisors
Illinois
$132M -$929K -5,462 -0.7%
TAF
222
Tredje AP-fonden
Sweden
$132M +$5.15M +30,290 +4%
FWCM
223
Ferguson Wellman Capital Management
Oregon
$132M +$1.6M +9,399 +1%
GIA
224
Gateway Investment Advisers
Ohio
$131M -$171K -1,006 -0.1%
AQR Capital Management
225
AQR Capital Management
Connecticut
$131M -$2.54M -14,958 -2%
7 8
9
10 11