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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 %
AI
2526
Atom Investors
Texas
$1.39M -$253K -1,490 -15%
SR
2527
Syntax Research
Florida
$1.39M +$5.78K +34 +0.4%
FPWM
2528
FSB Premier Wealth Management
Iowa
$1.39M +$117K +689 +9%
KA
2529
Kozak & Associates
Colorado
$1.38M -$167K -994 -11%
VCM
2530
Vivaldi Capital Management
Illinois
$1.38M +$329K +1,888 +31%
IDBONY
2531
Israel Discount Bank of New York
New York
$1.38M -$36.9K -217 -3%
OIM
2532
Orca Investment Management
Oregon
$1.38M +$1.87K +11 +0.1%
ZB
2533
Zions Bancorporation
Utah
$1.38M -$1.36K -8 -0.1%
CCA
2534
Cora Capital Advisors
New Jersey
$1.38M -$9.02K -53 -0.7%
AC
2535
Apella Capital
Connecticut
$1.38M -$12K -70 -0.9%
EM
2536
ELCO Management
New York
$1.37M +$3.23K +19 +0.2%
FGI
2537
Foresight Global Investors
New York
$1.37M -$449K -2,642 -25%
CMTU
2538
Capital Markets Trading (UK)
United Kingdom
$1.37M +$897K +5,277 +189%
LCM
2539
Lazari Capital Management
California
$1.37M -$27.9K -164 -2%
MSCM
2540
McElhenny Sheffield Capital Management
Texas
$1.37M -$340 -2 -0%
PCM
2541
Pentwater Capital Management
Florida
$1.36M -$1.7M -10,000 -56%
GCM
2542
GoodHaven Capital Management
New Jersey
$1.36M – – –
BFA
2543
Beacon Financial Advisory
Ohio
$1.36M -$7.32K -43 -0.5%
AWM
2544
Accel Wealth Management
Iowa
$1.36M +$24.5K +144 +2%
NAMNJ
2545
NorthStar Asset Management (New Jersey)
New Jersey
$1.36M +$1.36M +7,994 New
EAM
2546
Eukles Asset Management
Ohio
$1.36M -$12.2K -72 -0.9%
CCM
2547
Carlson Capital Management
Minnesota
$1.36M +$377K +2,217 +38%
DEM
2548
Disciplined Equity Management
Florida
$1.36M +$352K +2,068 +35%
QWP
2549
Quotient Wealth Partners
Texas
$1.36M +$1.36M +7,971 New
VC
2550
Veracity Capital
Georgia
$1.36M +$38.3K +225 +3%
100 101
102
103 104