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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 %
PSFG
2651
Prairie Sky Financial Group
Illinois
$1.16M -$94.9K -558 -8%
PVM
2652
Palogic Value Management
Texas
$1.16M – – –
BSSFA
2653
Baron Silver Stevens Financial Advisors
Florida
$1.16M +$80.3K +472 +7%
HCP
2654
Hexagon Capital Partners
Arkansas
$1.16M +$126K +743 +12%
USGIU
2655
U.S. Global Investors (USGI)
Texas
$1.16M -$885K -5,200 -43%
WC
2656
Winmill & Co
New York
$1.16M – – –
PCC
2657
Park Circle Company
Maryland
$1.16M +$493K +2,900 +74%
RW
2658
REDW Wealth
New Mexico
$1.15M -$119K -701 -9%
CTC (Chicago Trading Company)
2659
CTC (Chicago Trading Company)
Illinois
$1.15M -$17M -100,044 -94%
OCM
2660
Objective Capital Management
Ohio
$1.15M -$41.3K -243 -3%
GA
2661
Geller Advisors
New York
$1.15M -$184K -1,082 -14%
CHA
2662
Carmichael Hill & Associates
Maryland
$1.15M -$10K -59 -0.9%
SFS
2663
Security Financial Services
Indiana
$1.15M +$1.53K +9 +0.1%
WWS
2664
Wellington Wealth Strategies
Indiana
$1.15M +$1.15M +6,732 New
KFA
2665
Kelleher Financial Advisors
New York
$1.14M +$1.02K +6 +0.1%
DA
2666
Denali Advisors
California
$1.14M -$68K -400 -6%
NCM
2667
Northside Capital Management
Oregon
$1.14M – – –
NCFG
2668
New Century Financial Group
New Jersey
$1.14M +$1.14M +6,699 New
WWC
2669
Waypoint Wealth Counsel
Georgia
$1.14M -$6.12K -36 -0.5%
TA
2670
TrueWealth Advisors
Alabama
$1.14M +$108K +633 +10%
AWM
2671
Aprio Wealth Management
Georgia
$1.14M +$75.9K +446 +7%
PFA
2672
Pathway Financial Advisors
Vermont
$1.13M +$115K +679 +11%
RB
2673
Rodgers Brothers
Pennsylvania
$1.13M – – –
CI
2674
CAZ Investments
Texas
$1.12M – – –
CGFA
2675
Colton Groome Financial Advisors
North Carolina
$1.12M +$165K +970 +17%
105 106
107
108 109