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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 %
PA
2751
PSI Advisors
Florida
$1.03M -$18.2K -107 -2%
SFM
2752
Systematic Financial Management
New Jersey
$1.03M – – –
CCA
2753
Cravens & Co Advisors
Tennessee
$1.03M -$1.36K -8 -0.1%
WB
2754
West Bancorporation
Iowa
$1.03M +$56K +329 +6%
LJHT
2755
Laurie J. Hall Trustee
$1.02M +$108K +635 +12%
MWM
2756
McNaughton Wealth Management
California
$1.02M +$135K +795 +15%
APW
2757
Aurora Private Wealth
New Jersey
$1.02M +$3.74K +22 +0.4%
SAM
2758
Summit Asset Management
Tennessee
$1.02M -$24.7K -145 -2%
BRG
2759
Bay Rivers Group
Virginia
$1.02M +$158K +931 +18%
GIM
2760
Greylin Investment Management
Virginia
$1.02M -$46.8K -275 -4%
BWM
2761
BNC Wealth Management
Oregon
$1.01M -$340 -2 -0%
CWC
2762
Carolinas Wealth Consulting
North Carolina
$1.01M +$17.2K +101 +2%
CG
2763
Clifford Group
Massachusetts
$1.01M +$5.27K +31 +0.5%
CA
2764
Crumly & Associates
Illinois
$1.01M +$55.5K +326 +6%
OWA
2765
One Wealth Advisors
California
$1.01M +$64.5K +379 +7%
VP
2766
Verum Partners
North Carolina
$1.01M +$57K +335 +6%
FFA
2767
Fi3 Financial Advisors
Indiana
$1.01M -$103K -607 -9%
AFT
2768
Alpha Family Trust
California
$1.01M – – –
WAM
2769
WealthTrust Asset Management
Florida
$1.01M +$755K +4,436 +293%
STAS
2770
Strong Tower Advisory Services
Minnesota
$1.01M +$38.4K +226 +4%
KC
2771
Kingfisher Capital
North Carolina
$1.01M +$6.13K +36 +0.6%
SOS
2772
Silver Oak Securities
Tennessee
$1.01M +$181K +1,066 +22%
BFG
2773
Berger Financial Group
Minnesota
$1.01M -$43.5K -256 -4%
SMWM
2774
Silvia McColl Wealth Management
California
$1.01M -$23.8K -140 -2%
5SA
2775
5th Street Advisors
Connecticut
$1.01M +$29.6K +174 +3%
109 110
111
112 113