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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 %
TA
2601
TCM Advisors
West Virginia
$1.26M -$1.16M – –
LIM
2602
Longfellow Investment Management
Massachusetts
$1.25M -$798K -4,693 -39%
AA
2603
Alesco Advisors
New York
$1.25M -$75.9K -446 -6%
IIM
2604
Ironwood Investment Management
Massachusetts
$1.25M – – –
JWWM
2605
Johnson & White Wealth Management
Pennsylvania
$1.25M -$253K -1,486 -17%
CRI
2606
Colonial River Investments
Virginia
$1.25M -$671K -3,947 -35%
AWM
2607
AllSquare Wealth Management
New York
$1.25M +$17K +100 +1%
LGA
2608
Lebenthal Global Advisors
New York
$1.24M +$143K +842 +13%
TWM
2609
Thrive Wealth Management
Pennsylvania
$1.24M -$24.3K -143 -2%
SM
2610
Salzhauer Michael
$1.24M -$175K -1,028 -12%
OPOWM
2611
One Plus One Wealth Management
Florida
$1.23M -$5.1K -30 -0.4%
PIA
2612
Powell Investment Advisors
Florida
$1.23M – – –
ACM
2613
Armbruster Capital Management
New York
$1.23M +$8.51K +50 +0.7%
LWM
2614
Lionsbridge Wealth Management
Florida
$1.23M -$30.1K -177 -2%
AP
2615
Atwood & Palmer
Missouri
$1.23M -$34K -200 -3%
AFG
2616
Allegheny Financial Group
Pennsylvania
$1.23M +$12.2K +72 +1%
SIA
2617
Schear Investment Advisers
Ohio
$1.23M +$7.31K +43 +0.6%
KWM
2618
Kolinsky Wealth Management
New Jersey
$1.22M -$58.5K -344 -5%
CIA
2619
Cladis Investment Advisory
Montana
$1.22M – – –
JWM
2620
Jupiter Wealth Management
Colorado
$1.22M – – –
RIM
2621
Rakuten Investment Management
Japan
$1.22M +$1.22M +7,160 New
MAM
2622
Meeder Asset Management
Ohio
$1.22M +$39.6K +233 +3%
APW
2623
Austin Private Wealth
Texas
$1.22M -$23.5K -138 -2%
AAP
2624
Arax Advisory Partners
Colorado
$1.22M -$8.85K -52 -0.7%
AF
2625
Affiance Financial
Minnesota
$1.22M – – –
103 104
105
106 107