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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 %
SB
2626
Sunflower Bank
Texas
$1.22M +$56.6K +333 +5%
SFS
2627
Stiles Financial Services
Minnesota
$1.21M +$29.3K +172 +2%
PWP
2628
Phillips Wealth Planners
Mississippi
$1.21M -$32K -191 -3%
NJIM
2629
Nabity-Jensen Investment Management
Nebraska
$1.21M +$1.21M +7,109 New
ACA
2630
Atlas Capital Advisors
Wyoming
$1.21M – – –
FFA
2631
Frazier Financial Advisors
Ohio
$1.21M +$1.21M +7,101 New
EAM
2632
Evanson Asset Management
California
$1.21M -$324K -1,903 -21%
HWP
2633
Highline Wealth Partners
California
$1.21M +$7.83K +46 +0.7%
BWM
2634
Birchcreek Wealth Management
Ohio
$1.21M +$3.23K +19 +0.3%
GWS
2635
Glassman Wealth Services
Virginia
$1.2M +$46.6K +274 +4%
OBGC
2636
O'Brien Greene & Co
Pennsylvania
$1.2M – – –
CPA
2637
Capital Planning Advisors
California
$1.2M +$4.59K +27 +0.4%
TWA
2638
Talisman Wealth Advisors
New Jersey
$1.2M -$98.3K -578 -8%
WAG
2639
Wiser Advisor Group
Arizona
$1.2M +$1.2M +7,052 New
BIA
2640
BHK Investment Advisors
Alabama
$1.19M -$558K -3,278 -32%
HFA
2641
Highland Financial Advisors
New Jersey
$1.19M +$194K +1,142 +19%
GSC
2642
Grey Street Capital
Illinois
$1.19M +$10.2K +60 +0.9%
DG
2643
DMC Group
Alabama
$1.18M -$103K -603 -8%
SFC
2644
SYM Financial Corp
Indiana
$1.18M -$33.8K -199 -3%
PL
2645
Plancorp LLC
Missouri
$1.18M +$138K +809 +13%
BWP
2646
Balboa Wealth Partners
Arizona
$1.17M -$103K -607 -8%
BWM
2647
Bulltick Wealth Management
Florida
$1.17M -$329K -1,934 -22%
FBB
2648
Fulton Breakefield Broenniman
Maryland
$1.16M -$166K -977 -12%
NPFS
2649
Novak & Powell Financial Services
Florida
$1.16M +$1.16M +6,834 New
SW
2650
Solidarity Wealth
Utah
$1.16M -$102K -598 -8%
104 105
106
107 108