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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 %
GWM
2701
Gray Wealth Management
Maine
$1.1M -$87.8K -516 -7%
MAM
2702
McLean Asset Management
Virginia
$1.1M +$9.3K +54 +0.9%
BCG
2703
BayBridge Capital Group
California
$1.1M +$1.1M +6,486 New
FC
2704
Financial Council
Maryland
$1.1M +$103K +603 +10%
ATI
2705
ARK & TLK Investments
Oklahoma
$1.09M +$1.09M +6,419 New
EA
2706
Ellsworth Advisors
Ohio
$1.09M +$85.6K +503 +9%
BHBT
2707
Burke & Herbert Bank & Trust
Virginia
$1.09M – – –
BC
2708
Barrett & Company
Rhode Island
$1.09M -$9.36K -55 -0.9%
BCM
2709
Bayesian Capital Management
New York
$1.09M +$1.09M +6,400 New
AIA
2710
Angeles Investment Advisors
California
$1.09M +$45.8K +269 +4%
RPWA
2711
Regent Peak Wealth Advisors
Georgia
$1.08M +$14.6K +86 +1%
GFA
2712
Gallagher Fiduciary Advisors
Illinois
$1.08M -$106K -625 -9%
CFD
2713
Creative Financial Designs
Indiana
$1.08M -$40.5K -238 -4%
GIP
2714
Greatmark Investment Partners
Georgia
$1.08M +$16.7K +98 +2%
FHC
2715
First Heartland Consultants
Missouri
$1.08M +$44.9K +264 +4%
EBA
2716
Eagle Bay Advisors
New York
$1.08M -$168K -985 -13%
PIM
2717
Profit Investment Management
Maryland
$1.08M – – –
CC
2718
Callan Capital
California
$1.08M -$409K -2,403 -28%
MS
2719
Maven Securities
Jersey
$1.07M -$1.07M -6,276 -50%
PIC
2720
Portland Investment Counsel
Ontario, Canada
$1.07M -$64.3K -378 -6%
CF
2721
Clarity Financial
Texas
$1.07M +$46.3K +272 +5%
UWS
2722
Unique Wealth Strategies
Illinois
$1.07M +$1.07M +6,289 New
ACM
2723
Accent Capital Management
Ohio
$1.07M +$1.07M +6,289 New
RB
2724
Renasant Bank
Mississippi
$1.07M -$482K -2,836 -31%
VSQM
2725
V-Square Quantitative Management
Illinois
$1.07M +$823K +4,837 +338%
107 108
109
110 111