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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 %
DOA
2951
D'Orazio & Associates
Virginia
$806K +$89.6K +527 +13%
CAWM
2952
Capital Advisors Wealth Management
Washington
$806K +$52K +306 +7%
MWM
2953
MinichMacGregor Wealth Management
New York
$806K -$4.25K -25 -0.5%
ACA
2954
American Capital Advisory
Idaho
$805K +$805K +4,731 New
WCM
2955
Wedge Capital Management
North Carolina
$804K – – –
FFWM
2956
Future Financial Wealth Management
Ohio
$804K – – –
EWP
2957
Engrave Wealth Partners
Texas
$803K +$18.9K +111 +2%
FPGK
2958
Financial Partners Group (Kansas)
Kansas
$803K +$5.95K +35 +0.7%
RWI
2959
Red Wave Investments
Pennsylvania
$801K -$1.36K -8 -0.2%
AI
2960
AXS Investments
New York
$801K -$78.2K -460 -9%
PWS
2961
Private Wealth Strategies
Ohio
$800K +$12.9K +76 +2%
PRC
2962
Pearl River Capital
Michigan
$797K +$797K +4,688 New
HIS
2963
Harvest Investment Services
Illinois
$797K – – –
SAA
2964
Southeast Asset Advisors
Georgia
$795K -$46.8K -275 -6%
BCM
2965
Brown Capital Management
Maryland
$792K -$184K -1,079 -19%
SEP
2966
Southland Equity Partners
Missouri
$791K +$7.31K +43 +0.9%
LA
2967
Latitude Advisors
Florida
$790K -$17.4K -102 -2%
DIA
2968
Davidson Investment Advisors
Montana
$790K -$282K -1,660 -26%
PCM
2969
Perritt Capital Management
Illinois
$789K -$90.5K -532 -10%
MM
2970
Meridian Management
Arkansas
$788K +$3.15K +18 +0.4%
SFP
2971
Sweet Financial Partners
Minnesota
$787K -$11.1K -65 -1%
CSWG
2972
Cardinal Strategic Wealth Guidance
Kentucky
$786K -$5.11K -30 -0.6%
IA
2973
Insight Advisors
Pennsylvania
$784K -$38.8K -228 -5%
DE
2974
Day & Ennis
Georgia
$783K +$5.78K +34 +0.7%
MC
2975
Matisse Capital
Oregon
$783K +$3.4K +20 +0.4%
117 118
119
120 121