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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 %
CMANY
2926
Capital Management Associates (New York)
New York
$834K -$15.5K -91 -2%
SC
2927
Summa Corp
Texas
$834K +$834K +4,901 New
TCOTS
2928
Trust Company of the South
North Carolina
$832K +$832K +4,893 New
BIA
2929
Benchmark Investment Advisors
Illinois
$830K +$32.3K +190 +4%
VAMG
2930
Voisard Asset Management Group
Michigan
$830K +$830K +4,882 New
HP
2931
Hilltop Partners
Indiana
$830K +$252K +1,479 +43%
AGA
2932
Arkos Global Advisors
Texas
$830K +$52.6K +309 +7%
SPL
2933
Smart Portfolios LLC
Washington
$830K +$830K +4,719 New
OFW
2934
Omnia Family Wealth
Florida
$829K +$4.25K +25 +0.5%
DAM
2935
Diamant Asset Management
Connecticut
$829K +$34K +200 +4%
LC
2936
Landaas & Company
Wisconsin
$828K -$20.7K -121 -2%
HWM
2937
Horizon Wealth Management
Illinois
$826K +$10.9K +64 +1%
AWAP
2938
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$821K -$27.4K -161 -3%
EWA
2939
ERTS Wealth Advisors
Michigan
$820K +$25.2K +148 +3%
EFA
2940
Evernest Financial Advisors
Indiana
$819K +$819K +4,817 New
LRIA
2941
Leonard Rickey Investment Advisors
Washington
$818K +$30.8K +181 +4%
Jacobs Levy Equity Management
2942
Jacobs Levy Equity Management
New Jersey
$817K +$42.2K +248 +5%
VF
2943
Virtu Financial
New York
$817K +$817K +4,805 New
CWM
2944
Centurion Wealth Management
Virginia
$815K +$7.15K +42 +0.9%
KIG
2945
Kennedy Investment Group
New Jersey
$813K -$68.6K -403 -8%
WAM
2946
Weinberger Asset Management
California
$812K +$12.9K +76 +2%
WLPWM
2947
Walled Lake Planning & Wealth Management
Illinois
$811K -$159K -932 -16%
PCM
2948
Prelude Capital Management
New York
$810K -$915K -5,380 -53%
SFG
2949
Sovereign Financial Group
Connecticut
$808K +$83K +488 +11%
GHA
2950
Granite Harbor Advisors
Texas
$807K +$66.7K +392 +9%
116 117
118
119 120