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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 %
A
2676
AlphaQuest
New York
$1.12M +$1.12M +6,596 New
FRA
2677
Frank Rimerman Advisors
California
$1.12M – – –
ITC
2678
Inspire Trust Company
Nevada
$1.12M +$1.12M +6,585 New
XT
2679
XTX Topco
Cayman Islands
$1.12M -$39.1K -230 -3%
PWM
2680
PBMares Wealth Management
Virginia
$1.12M +$159K +932 +17%
FDDB
2681
Fidelity D&D Bancorp
Pennsylvania
$1.12M -$78.8K -463 -7%
SIG
2682
Spinnaker Investment Group
California
$1.11M -$94.6K -556 -8%
IRC
2683
Investors Research Corp
Georgia
$1.11M -$229K -1,345 -17%
GFPC
2684
Global Financial Private Client
Florida
$1.11M +$19.1K +112 +2%
CAM
2685
Cubic Asset Management
Massachusetts
$1.11M +$50.2K +295 +5%
HP
2686
Hyperion Partners
Pennsylvania
$1.11M -$235K -1,381 -17%
EIA
2687
Edgemoor Investment Advisors
Maryland
$1.11M +$170 +1 +0%
LSA
2688
Lion Street Advisors
Texas
$1.11M -$941K -5,529 -46%
SWM
2689
Sterling Wealth Management
Illinois
$1.11M +$1.11M +6,528 New
CIM
2690
Corda Investment Management
Texas
$1.11M +$1.11M +6,523 New
LF
2691
Lantz Financial
Illinois
$1.11M +$40.1K +236 +4%
WCA
2692
Waypoint Capital Advisors
Minnesota
$1.11M +$510 +3 +0%
MCM
2693
Maltese Capital Management
New York
$1.11M -$595K -3,500 -35%
CPC
2694
Cookson Peirce & Co
Pennsylvania
$1.11M -$102K -598 -8%
SFC
2695
Swisher Financial Concepts
Ohio
$1.11M +$1.11M +6,613 New
VCM
2696
Viewpoint Capital Management
Washington
$1.1M +$89.6K +527 +9%
HWA
2697
HHM Wealth Advisors
Tennessee
$1.1M +$37.9K +223 +4%
VCM
2698
Vision Capital Management
Oregon
$1.1M +$1.1M +6,469 New
NJBEST
2699
New Jersey Better Educational Savings Trust
New Jersey
$1.1M – – –
RP
2700
Riverbridge Partners
Minnesota
$1.1M +$13.8K +81 +1%
106 107
108
109 110