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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 %
DMBA
2801
Deseret Mutual Benefit Administrators
Utah
$970K -$300K -1,761 -24%
AWA
2802
Aletheian Wealth Advisors
Washington
$970K -$45.2K -266 -4%
FMI
2803
F/M Investments
District of Columbia
$970K +$510 +3 +0.1%
GITFIT
2804
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$970K – – –
BDF
2805
Black Diamond Financial
Maryland
$966K +$27.7K +163 +3%
TW
2806
Traveka Wealth
California
$965K +$965K +5,673 New
PCMC
2807
Private Capital Management (Colorado)
Colorado
$964K +$93K +547 +11%
MAG
2808
MRA Advisory Group
New Jersey
$964K +$282K +1,659 +41%
DIM
2809
Delta Investment Management
California
$963K -$3.4K -20 -0.4%
SCM
2810
Sterneck Capital Management
Missouri
$963K -$51.4K -302 -5%
MTC
2811
McDaniel Terry & Co
Texas
$962K -$44.9K -264 -4%
PA
2812
Probity Advisors
Texas
$962K -$174K -1,022 -15%
OLA
2813
Oliver Luxxe Assets
New Jersey
$961K -$3.91K -23 -0.4%
MFG
2814
Menard Financial Group
Texas
$960K +$11.4K +67 +1%
GPWA
2815
Great Point Wealth Advisors
Massachusetts
$960K – – –
WA
2816
WealthTrust Axiom
Pennsylvania
$955K +$71.1K +418 +8%
SCM
2817
SKBA Capital Management
California
$955K -$20.4K -120 -2%
HC
2818
Hara Capital
Washington
$955K +$955K +5,612 New
BG
2819
Benedetti & Gucer
Georgia
$954K -$477K -2,805 -33%
PIMG
2820
Patriot Investment Management Group
Tennessee
$953K -$972K -5,715 -51%
JWA
2821
JFS Wealth Advisors
Pennsylvania
$952K -$165K -972 -15%
CPA
2822
Cardiff Park Advisors
California
$950K +$680 +4 +0.1%
HFA
2823
High Falls Advisors
New York
$949K +$3.06K +18 +0.3%
MWP
2824
Moller Wealth Partners
$948K – – –
HWMG
2825
Hurlow Wealth Management Group
Indiana
$948K +$16.7K +98 +2%
111 112
113
114 115