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JPMorgan Chase
JPM

Overview Fund Activity

3,960 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, 1,631 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,960
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.06%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.33%
New
447
Increased
1,564
Reduced
1,631
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.3B +$12.7M +74,940 +0%
BlackRock
2
BlackRock
New York
$32.6B +$387M +2,274,303 +1%
Morgan Stanley
3
Morgan Stanley
New York
$22.1B +$11.4B +66,741,051 +106%
State Street
4
State Street
Massachusetts
$21.3B +$543M +3,192,375 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.39B +$169M +998,063 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$8.95B +$542M +3,187,443 +6%
Bank of America
7
Bank of America
North Carolina
$8.69B -$325M -1,910,155 -4%
Capital International Investors
8
Capital International Investors
California
$7.06B +$362M +2,128,478 +5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.74B -$477M -2,805,393 -7%
Norges Bank
10
Norges Bank
Norway
$6.02B +$121M +709,205 +2%
Capital World Investors
11
Capital World Investors
California
$5.83B -$509M -2,994,554 -8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$5.46B +$133M +783,811 +3%
Northern Trust
13
Northern Trust
Illinois
$5.44B -$192M -1,129,363 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$5.02B -$183M -1,074,640 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.9B -$53.1M -311,904 -1%
Wells Fargo
16
Wells Fargo
California
$4.25B +$31.6M +185,929 +0.8%
Ameriprise
17
Ameriprise
Minnesota
$4.04B -$1.93M -11,344 -0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.95B +$103M +604,416 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$3.63B +$118M +695,502 +3%
Charles Schwab
20
Charles Schwab
California
$3.39B +$25.9M +154,426 +0.8%
Legal & General Group
21
Legal & General Group
United Kingdom
$3.21B +$22.6M +133,062 +0.7%
Goldman Sachs
22
Goldman Sachs
New York
$3.08B -$15.7M -92,564 -0.5%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$2.82B +$76.1M +447,103 +3%
UBS Group
24
UBS Group
Switzerland
$2.74B +$80.2M +471,407 +3%
Invesco
25
Invesco
Georgia
$2.49B +$13.5M +79,397 +0.5%
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