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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 %
PC
2726
Port Capital
Illinois
$1.07M -$92.1K -541 -8%
GC
2727
GFG Capital
Florida
$1.07M -$5.61K -33 -0.5%
CIG
2728
Cascade Investment Group
Colorado
$1.06M +$54.1K +318 +5%
ME
2729
McIlrath & Eck
Washington
$1.06M +$9.36K +55 +0.9%
OFS
2730
Orrstown Financial Services
Pennsylvania
$1.06M +$1.06M +6,252 New
TA
2731
TKG Advisors
Indiana
$1.06M -$1.18M -6,956 -53%
SC
2732
Solstein Capital
California
$1.06M +$1.7K +10 +0.2%
AGA
2733
Accuvest Global Advisors
Utah
$1.06M -$728K -4,279 -41%
GAM
2734
Gould Asset Management
California
$1.06M -$61.2K -360 -5%
PIAS
2735
PCA Investment Advisory Services
Ohio
$1.06M +$2.38K +14 +0.2%
CFA
2736
CWS Financial Advisors
Michigan
$1.06M -$61.9K -364 -6%
LCWP
2737
Legacy Capital Wealth Partners
Arkansas
$1.06M +$57.8K +340 +6%
CA
2738
Centerpoint Advisors
Massachusetts
$1.06M +$36.6K +215 +4%
SWM
2739
Shakespeare Wealth Management
Wisconsin
$1.06M – – –
CQS
2740
Credential Qtrade Securities
$1.05M -$122K -716 -10%
LAM
2741
LifePro Asset Management
California
$1.05M +$790K +4,643 +306%
DIP
2742
Davis Investment Partners
North Carolina
$1.05M – – –
IGWM
2743
ICA Group Wealth Management
Colorado
$1.05M +$44.2K +260 +4%
SL
2744
Sentry LLC
Tennessee
$1.04M -$33.2K -195 -3%
TNA
2745
True North Advisors
Texas
$1.04M -$1.28M -7,508 -55%
GCS
2746
Gordian Capital (Singapore)
Singapore
$1.04M – – –
MFWP
2747
Mosaic Family Wealth Partners
Missouri
$1.04M +$88.3K +519 +9%
BAM
2748
Beaumont Asset Management
Texas
$1.04M +$11.6K +68 +1%
MAC
2749
Mason & Associates (California)
California
$1.04M -$35.7K -210 -3%
V
2750
ViaWealth
Kansas
$1.04M -$99.7K -586 -9%
108 109
110
111 112