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 %
SC
2551
Stephens Consulting
Michigan
$1.36M -$5.78K -34 -0.4%
AIA
2552
Alera Investment Advisors
Illinois
$1.35M -$39.3K -231 -3%
CC
2553
Commons Capital
Massachusetts
$1.35M +$8.17K +48 +0.6%
FA
2554
Faithward Advisors
Pennsylvania
$1.35M +$1.92K +11 +0.1%
KCM
2555
KRS Capital Management
Michigan
$1.35M -$99.3K -584 -7%
CAM
2556
Costello Asset Management
Pennsylvania
$1.34M -$456K -2,679 -25%
BCM
2557
BluePath Capital Management
Georgia
$1.34M +$160K +933 +14%
PWP
2558
Precedent Wealth Partners
Texas
$1.34M +$1.34M +7,879 New
SAM
2559
SignalPoint Asset Management
Missouri
$1.34M +$340 +2 +0%
RFG
2560
RFP Financial Group
Georgia
$1.34M – – –
SCA
2561
Sandy Cove Advisors
Massachusetts
$1.33M +$126K +740 +10%
CICI
2562
Capital Investment Counsel Inc
North Carolina
$1.33M +$113K +663 +9%
PK
2563
Pflug Koory
Nebraska
$1.32M – – –
OW
2564
Olistico Wealth
Oklahoma
$1.32M +$28.9K +170 +2%
SIS
2565
Sound Income Strategies
Florida
$1.32M +$189K +1,112 +17%
AWA
2566
Alta Wealth Advisors
Massachusetts
$1.32M -$11.9K -70 -0.9%
PCIG
2567
Partners Capital Investment Group
Massachusetts
$1.32M +$406K +2,385 +45%
AIM
2568
ARGA Investment Management
Connecticut
$1.32M – – –
DFS
2569
Dixon Fnancial Services
California
$1.32M -$11.2K -66 -0.8%
MSWM
2570
McGlone Suttner Wealth Management
Wisconsin
$1.31M +$71.4K +420 +6%
CFG
2571
Cooper Financial Group
California
$1.31M +$32.1K +189 +3%
MWP
2572
Madison Wealth Partners
Wisconsin
$1.31M +$1.04M +6,130 +390%
KFSC
2573
Keystone Financial Services (Colorado)
Colorado
$1.31M -$34.7K -204 -3%
CCWM
2574
Correct Capital Wealth Management
Missouri
$1.31M +$1.31M +7,700 New
AIM
2575
Alhambra Investment Management
Florida
$1.31M -$2.55K -15 -0.2%
101 102
103
104 105