JPMorgan Chase
JPM
4,001 hedge funds and large institutions have $353B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 459 funds opening new positions, 1,578 increasing their positions, 1,642 reducing their positions, and 102 closing their positions.
350% more first-time investments, than exits
New positions opened: 459 | Existing positions closed: 102
85% more capital inflows, than outflows
Capital inflows: $12.3B | Capital outflows: $6.66B
25% more funds holding in top 10
Funds holding in top 10: 513 → 641 (+128)
8% more funds holding
Funds holding: 3,707 → 4,001 (+294)
1.46% more ownership
Funds ownership: 70.44% → 71.91% (+1.5%)
4% less repeat investments, than reductions
Existing positions increased: 1,578 | Existing positions reduced: 1,642
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 |
Neuberger Berman Group
New York
|
+$1.29B |
| 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 |
Millennium Management
New York
|
-$214M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$193M |
JPM Hedge Fund Activity: Q4 2023 in Review
4,001 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2023, worth a combined $353B — up 19% from $298B a quarter earlier.
Buyers outnumbered sellers: 459 funds opened new JPM positions and 102 closed out — a net gain of 357 holders — while 1,578 added to existing stakes and 1,642 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $1.29B. The largest seller was Capital World Investors, cutting an estimated $454M.
- 4,001 institutional investors held JPMorgan Chase (JPM) as of Q4 2023, up from 3,707 in Q3 2023.
- Funds reported $353B of JPMorgan Chase stock for Q4 2023, up 19% quarter-over-quarter.
- 459 funds opened new JPMorgan Chase positions in Q4 2023 and 102 closed out, a net change of +357 holders.
- The largest JPMorgan Chase buyer in Q4 2023 was Neuberger Berman Group, an estimated $1.29B 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.