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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 %
RG
2851
Renaissance Group
Kentucky
$922K -$193K -1,135 -17%
RFA
2852
ROI Financial Advisors
Oregon
$922K +$922K +5,422 New
RPGK
2853
Retirement Planning Group (Kansas)
Kansas
$921K -$7.15K -42 -0.8%
FCIM
2854
Fairview Capital Investment Management
California
$920K +$64.5K +379 +8%
ACM
2855
Arcataur Capital Management
Wisconsin
$919K -$5.95K -35 -0.6%
MIC
2856
Meridian Investment Counsel
California
$915K -$276K -1,621 -23%
VWM
2857
Vivid Wealth Management
Iowa
$914K +$914K +5,376 New
CF
2858
Copperwynd Financial
Arizona
$913K +$17K +100 +2%
AWM
2859
Aviso Wealth Management
Washington
$909K +$909K +5,344 New
GWP
2860
Gateway Wealth Partners
Wisconsin
$907K -$615K -3,615 -40%
SFG
2861
Sunburst Financial Group
Alabama
$907K +$147K +864 +19%
OPWM
2862
Oakwell Private Wealth Management
Texas
$907K +$142K +837 +19%
RGC
2863
Roberts, Glore & Co
Illinois
$907K -$5.1K -30 -0.6%
SWP
2864
Summit Wealth Partners
Florida
$905K -$323K -1,901 -26%
NC
2865
Napatree Capital
Rhode Island
$905K +$905K +5,318 New
FG
2866
Foster Group
Iowa
$904K – – –
KIA
2867
KLR Investment Advisors
Rhode Island
$902K -$17.5K -103 -2%
DA
2868
Drake & Associates
Wisconsin
$900K -$35.2K -207 -4%
NFA
2869
Northwest Financial Advisors
Virginia
$899K +$899K +5,286 New
NFP
2870
Narus Financial Partners
Utah
$898K +$21.3K +125 +2%
TFA
2871
Tranquilli Financial Advisor
New Jersey
$898K -$46.1K -271 -5%
SFG
2872
Seamount Financial Group
Colorado
$897K +$897K +5,271 New
E3F
2873
Eight 31 Financial
Texas
$896K +$896K +5,270 New
CCB
2874
Cutter & Co Brokerage
Missouri
$896K -$31.8K -187 -3%
TCM
2875
Tributary Capital Management
Nebraska
$895K +$38.3K +225 +4%
113 114
115
116 117