JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

3,962 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 448 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
3,962
Holders Change
+283
Holders Change %
+7.69%
% of All Funds
58.08%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
448
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
+$11.4B
2
State Street
State Street
Massachusetts
+$543M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$542M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$483M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$509M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
Bank of America
Bank of America
North Carolina
-$325M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$323M
5
Millennium Management
Millennium Management
New York
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
2476
West Paces Advisors
Georgia
$1.49M +$4.93K +29 +0.3%
DWM
2477
Defined Wealth Management
Oregon
$1.49M +$7.31K +43 +0.5%
PWM
2478
Purus Wealth Management
California
$1.48M +$105K +618 +8%
AA
2479
Addison Advisors
Vermont
$1.48M +$77.9K +458 +6%
FNBTCON
2480
First National Bank & Trust Co of Newtown
Pennsylvania
$1.48M -$10.2K -60 -0.7%
RCM
2481
RMR Capital Management
California
$1.48M +$1.48M +8,679 New
PA
2482
Prossimo Advisors
California
$1.48M +$23.1K +136 +2%
GA
2483
GoalVest Advisory
New York
$1.47M +$1.09M +6,409 +284%
RIM
2484
Redwood Investment Management
Arizona
$1.47M +$1.47M +8,656 New
DA
2485
Dover Advisors
Virginia
$1.47M -$595K -3,499 -29%
TT
2486
TI-Trust
Illinois
$1.47M -$25K -147 -2%
PIA
2487
Pinion Investment Advisors
Kansas
$1.47M +$263K +1,547 +22%
WMA
2488
Wealth Management Associates
New Jersey
$1.47M -$118K -693 -7%
FNBSF
2489
First National Bank Sioux Falls
South Dakota
$1.46M – – –
WIA
2490
Westbourne Investment Advisors
Maryland
$1.46M – – –
TIM
2491
Tortoise Investment Management
New York
$1.46M -$75.2K -442 -5%
DL
2492
DOHJ LLC
Washington
$1.45M -$216K -1,267 -13%
LB
2493
Legacy Bridge
Iowa
$1.45M – – –
ACM
2494
Ategra Capital Management
Virginia
$1.45M -$45.6K -268 -3%
SC
2495
Steph & Co
Wisconsin
$1.45M -$8.17K -48 -0.6%
SFB
2496
STAR Financial Bank
Indiana
$1.44M -$9.53K -56 -0.7%
FRA
2497
Front Row Advisors
California
$1.44M -$621K -3,648 -30%
KCFA
2498
Key Client Fiduciary Advisors
New Jersey
$1.44M -$37.9K -223 -3%
SCP
2499
Sivia Capital Partners
California
$1.44M +$1.44M +8,437 New
RWPA
2500
Richard W. Paul & Associates
Michigan
$1.43M +$268K +1,576 +23%
98 99
100
101 102