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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 %
TFM
2776
TFC Financial Management
Massachusetts
$1M -$88.6K -521 -8%
BFA
2777
Buttonwood Financial Advisors
Maryland
$1M -$16.7K -98 -2%
HFS
2778
Howard Financial Services
Texas
$1M +$11.9K +70 +1%
FW
2779
FirstPurpose Wealth
Utah
$1M +$3.23K +19 +0.3%
EBSAM
2780
Eubel Brady & Suttman Asset Management
Ohio
$1M -$10.4K -61 -1%
EW
2781
Element Wealth
Mississippi
$1M +$36.2K +213 +4%
FOA
2782
Five Oceans Advisors
California
$998K -$222K -1,307 -18%
SCA
2783
St. Clair Advisors
Ohio
$996K – – –
WIM
2784
Westside Investment Management
California
$994K +$53.9K +317 +6%
LPAM
2785
Lodestar Private Asset Management
California
$993K -$13.8K -81 -1%
SVCP
2786
Silicon Valley Capital Partners
California
$990K +$69.6K +409 +8%
SWM
2787
Sendero Wealth Management
Texas
$988K +$10.5K +62 +1%
CWP
2788
Core Wealth Partners
California
$988K +$19.6K +115 +2%
PAG
2789
Powers Advisory Group
Illinois
$987K -$3.74K -22 -0.4%
OFS
2790
Oldfather Financial Services
Nebraska
$983K -$5.44K -32 -0.6%
PAA
2791
Peregrine Asset Advisers
Oregon
$983K -$7.83K -46 -0.8%
OWA
2792
Opal Wealth Advisors
New York
$981K -$3.74K -22 -0.4%
FFO
2793
Fortitude Family Office
Arizona
$980K +$980K +5,763 New
GCM
2794
Galibier Capital Management
Ontario, Canada
$980K -$111K -650 -10%
IIM
2795
InTrack Investment Management
Vermont
$979K -$60.9K -358 -6%
WRPWM
2796
Werba Rubin Papier Wealth Management
California
$979K +$23.5K +138 +2%
WDG
2797
Wealth Dimensions Group
Ohio
$977K -$65.3K -384 -6%
PFT
2798
Providence First Trust
Arizona
$976K – – –
BPFA
2799
Barnes Pettey Financial Advisors
Mississippi
$972K -$4.25K -25 -0.4%
LAI
2800
Legal Advantage Investments
California
$970K -$19.6K -115 -2%
110 111
112
113 114