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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 %
AGC
2826
Aspen Grove Capital
Colorado
$947K +$28.8K +171 +3%
WH
2827
Whitcomb & Hess
Ohio
$945K -$16.5K -97 -2%
EFL
2828
ERn Financial LLC
Wisconsin
$944K -$431K -2,574 -31%
PWAC
2829
Private Wealth Advisors (California)
California
$943K -$74.7K -439 -7%
AFO
2830
Allie Family Office
Florida
$943K – – –
JCIA
2831
Jackson Creek Investment Advisors
Colorado
$941K +$212K +1,249 +29%
FB
2832
First Bancorp
Maine
$938K -$3.74K -22 -0.4%
ES
2833
Eagle Strategies
New York
$937K -$2.04K -12 -0.2%
FA
2834
Fiducient Advisors
Illinois
$937K +$6.29K +37 +0.7%
SEIA
2835
Signature Estate & Investment Advisors
California
$934K +$82.1K +483 +10%
AWM
2836
Avaii Wealth Management
Wisconsin
$934K -$31.1K -183 -3%
CCM
2837
Crew Capital Management
Ohio
$933K -$2.89K -17 -0.3%
FCM
2838
Firestone Capital Management
Florida
$932K -$20.9K -123 -2%
WF
2839
Wayfinding Financial
Washington
$932K +$44K +259 +5%
LAS
2840
LWM Advisory Services
Florida
$930K -$165K -973 -15%
SFP
2841
Sandbox Financial Partners
Maryland
$930K +$5.1K +30 +0.6%
Financial Engines Advisors
2842
Financial Engines Advisors
California
$929K -$64.3K -378 -6%
CWA
2843
Clearview Wealth Advisors
Oregon
$927K -$1.02K -6 -0.1%
BAM
2844
Bellevue Asset Management
Washington
$927K -$8.85K -52 -0.9%
GSAM
2845
Grant Street Asset Management
Pennsylvania
$926K -$11.6K -68 -1%
HSG
2846
Helen Stephens Group
Texas
$926K +$614K +3,608 +196%
GDP
2847
Great Diamond Partners
Maine
$926K +$9.02K +53 +1%
CSI
2848
Cross Staff Investments
New York
$925K +$170 +1 +0%
CA
2849
Cambridge Advisors
Nebraska
$924K +$170 +1 +0%
BWA
2850
Burt Wealth Advisors
Maryland
$923K – – –
112 113
114
115 116