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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 %
GOCP
2976
Great Oak Capital Partners
Massachusetts
$781K +$781K +4,593 New
MAWA
2977
Moss Adams Wealth Advisors
Washington
$781K +$22.8K +134 +3%
MFG
2978
Mainsail Financial Group
Washington
$780K +$73.5K +440 +10%
AIP
2979
Almanack Investment Partners
Pennsylvania
$779K -$2.72K -16 -0.3%
FP
2980
Fiduciary Planning
Florida
$779K -$820K -4,819 -51%
BOM
2981
Bank of Marin
California
$778K -$45.9K -270 -6%
LWM
2982
Liberty Wealth Management
California
$778K +$53.6K +315 +7%
EFM
2983
E Fund Management
China
$777K +$5.61K +33 +0.7%
SC
2984
Sierra Capital
Florida
$777K -$15K -88 -2%
VAS
2985
Vestmark Advisory Solutions
Massachusetts
$776K +$386K +2,267 +99%
KL
2986
KilterHowling LLC
Colorado
$774K -$11.2K -64 -1%
WDA
2987
Wendell David Associates
New Hampshire
$773K – – –
MIM
2988
Merrion Investment Management
New Jersey
$773K – – –
GC
2989
Garde Capital
Washington
$771K -$21.1K -124 -3%
WA
2990
Wealthstream Advisors
New York
$770K +$79.3K +466 +11%
RIS
2991
Retirement Income Solutions
Michigan
$770K +$6.12K +36 +0.8%
FPCG
2992
Forum Private Client Group
Indiana
$769K +$769K +4,520 New
MS
2993
Madden Securities
Texas
$769K -$510K -3,000 -40%
OLVIG
2994
Oliver Lagore Vanvalin Investment Group
Michigan
$767K -$680 -4 -0.1%
NRI
2995
NFP Retirement Inc
California
$767K +$33.2K +195 +5%
QFA
2996
Quantum Financial Advisors
California
$766K -$246K -1,449 -24%
PCI
2997
Planning Center Inc
Illinois
$765K +$2.38K +14 +0.3%
TI
2998
Truepoint Inc
Ohio
$763K -$1.71M -10,053 -69%
CWP
2999
Curated Wealth Partners
California
$761K -$170 -1 -0%
SDAM
3000
Shulman DeMeo Asset Management
New York
$761K +$28.6K +168 +4%
118 119
120
121 122