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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 %
WAG
2901
Wallace Advisory Group
California
$866K -$103K -707 -11%
KCM
2902
Kathmere Capital Management
Pennsylvania
$865K +$64.8K +381 +8%
WWM
2903
Wagner Wealth Management
South Carolina
$865K -$302K -1,777 -26%
IIA
2904
Integral Investment Advisors
California
$861K -$3.06K -18 -0.4%
RMCM
2905
Reynders McVeigh Capital Management
Massachusetts
$860K -$163K -960 -16%
HA
2906
Hofer & Associates
California
$859K +$851 +5 +0.1%
MHR
2907
Matthew Hamilton Rosenberg
$853K +$19.1K +112 +2%
S
2908
Sachetta
Massachusetts
$852K +$852K +5,011 New
SPWM
2909
Schrum Private Wealth Management
Florida
$851K -$1.1M -6,448 -56%
JC
2910
JBF Capital
Colorado
$851K – – –
AWMG
2911
Alliance Wealth Management Group
New Jersey
$849K +$849K +4,991 New
ACM
2912
AUA Capital Management
Pennsylvania
$849K +$15.5K +91 +2%
EWA
2913
Evolution Wealth Advisors
Florida
$845K +$11.6K +68 +1%
CWA
2914
CJM Wealth Advisers
Virginia
$844K +$2.38K +14 +0.3%
GL
2915
Gerber LLC
Ohio
$844K +$844K +4,962 New
WC
2916
Westhampton Capital
North Carolina
$843K -$340 -2 -0%
THWM
2917
Taylor Hoffman Wealth Management
Virginia
$843K – – –
BIMC
2918
Benson Investment Management Company
Virginia
$842K – – –
OKSA
2919
O'Keefe Stevens Advisory
New York
$841K +$36.6K +215 +5%
EFH
2920
Eaton Financial Holdings
Florida
$841K -$95.1K -559 -10%
FSC
2921
Full Sail Capital
Oklahoma
$840K +$264K +1,552 +46%
LF
2922
Lee Financial
Texas
$837K +$8.17K +48 +1%
RFS
2923
Richardson Financial Services
Massachusetts
$836K +$836K +4,914 New
DAM
2924
Derbend Asset Management
Georgia
$836K +$59K +347 +8%
DAM
2925
Doheny Asset Management
California
$834K -$170K -1,000 -17%
115 116
117
118 119