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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 %
BFG
2501
Bouchey Financial Group
New York
$1.43M -$52.2K -307 -4%
EWS
2502
Eagle Wealth Strategies
New Jersey
$1.43M +$1.43M +8,422 New
RL
2503
Rogco LP
Oklahoma
$1.43M -$36.7K -216 -3%
JF
2504
Joule Financial
Kentucky
$1.43M +$363K +2,135 +34%
MHWM
2505
Montz Harcus Wealth Management
Louisiana
$1.43M +$42.7K +251 +3%
WAL
2506
W Advisors LLC
Tennessee
$1.42M +$510 +3 +0%
CCA
2507
Childress Capital Advisors
Texas
$1.42M -$55.8K -328 -4%
HI
2508
Hendershot Investments
Virginia
$1.42M -$5.1K -30 -0.4%
PG
2509
Proffitt & Goodson
Tennessee
$1.41M -$24.3K -143 -2%
LCGC
2510
Legacy Capital Group California
California
$1.41M +$1.19K +7 +0.1%
TF
2511
TLWM Financial
Texas
$1.41M +$2.72K +16 +0.2%
HG
2512
Herbst Group
Connecticut
$1.41M -$34K -200 -2%
SFG
2513
Sather Financial Group
Texas
$1.41M +$3.57K +21 +0.3%
NWM
2514
Northwest Wealth Management
Iowa
$1.41M +$7.99K +47 +0.6%
AFS
2515
Access Financial Services
Minnesota
$1.4M -$161K -945 -10%
EWM
2516
Elmwood Wealth Management
California
$1.4M -$547K -3,213 -28%
MKC
2517
M. Kraus & Co
Vermont
$1.4M – – –
TFP
2518
Tilia Fiduciary Partners
North Carolina
$1.4M -$42.9K -252 -3%
CAM
2519
CPA Asset Management
Florida
$1.4M – – –
ONGA
2520
O'Neil Global Advisors
California
$1.4M +$1.4M +8,200 New
CVM
2521
Cheviot Value Management
California
$1.39M -$143K -842 -9%
MFG
2522
Monte Financial Group
Connecticut
$1.39M – – –
KSWWM
2523
Keyes Stange & Wooten Wealth Management
Florida
$1.39M +$1.39M +8,195 New
CCG
2524
Coastwise Capital Group
California
$1.39M +$39K +229 +3%
CS
2525
Capital Square
Tennessee
$1.39M +$17.7K +104 +1%
99 100
101
102 103