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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 %
BC
2576
Belmont Capital
California
$1.31M – – –
GPA
2577
Garrison Point Advisors
California
$1.31M – – –
GPI
2578
General Partner Inc
Pennsylvania
$1.31M -$109K -639 -8%
KIG
2579
Kessler Investment Group
Indiana
$1.3M +$9.7K +57 +0.7%
IA
2580
IFG Advisors
Missouri
$1.3M +$9.19K +54 +0.7%
HFA
2581
Harbert Fund Advisors
Alabama
$1.3M +$1.3M +7,650 New
BWA
2582
Bordeaux Wealth Advisors
California
$1.3M +$181K +1,065 +16%
OL
2583
OneFund LLC
Florida
$1.3M +$1.3M +7,647 New
FVWA
2584
Foster Victor Wealth Advisors
South Carolina
$1.3M +$34.9K +203 +3%
SA
2585
SRN Advisors
Pennsylvania
$1.3M +$490K +2,881 +61%
FMN
2586
Financial Management Network
California
$1.3M +$10.5K +61 +0.8%
SHFA
2587
SC&H Financial Advisors
Maryland
$1.29M -$4.25K -25 -0.3%
COCM
2588
Charter Oak Capital Management
New Hampshire
$1.29M +$38.1K +224 +3%
PFS
2589
Physicians Financial Services
North Carolina
$1.29M -$42.5K -250 -3%
CastleKeep Investment Advisors
2590
CastleKeep Investment Advisors
Connecticut
$1.28M +$1.28M +7,529 New
AWG
2591
Altus Wealth Group
Colorado
$1.28M +$14.1K +83 +1%
AA
2592
Alta Advisers
United Kingdom
$1.28M – – –
MPW
2593
Monterey Private Wealth
California
$1.28M -$22.8K -134 -2%
S
2594
Sunpointe
Missouri
$1.27M +$1.27M +7,495 New
RLWM
2595
RF&L Wealth Management
Massachusetts
$1.27M – – –
LIA
2596
LBMC Investment Advisors
Tennessee
$1.27M – – –
PWP
2597
Pursue Wealth Partners
California
$1.27M – – –
FCAS
2598
First Command Advisory Services
Texas
$1.27M +$31.8K +187 +3%
CP
2599
Covenant Partners
Tennessee
$1.27M -$13.6K -80 -1%
TC
2600
Trust Company
Kansas
$1.27M -$18.5K -109 -1%
102 103
104
105 106