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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 %
FC
3001
FCA Corp
Texas
$761K -$9.53K -56 -1%
ECM
3002
Elgethun Capital Management
South Dakota
$757K +$15.6K +92 +2%
LGG
3003
Luts & Greenleigh Group
Maryland
$754K -$19.2K -113 -2%
JF
3004
Jump Financial
Illinois
$753K -$436K -2,565 -37%
HC
3005
Hamilton Capital
Ohio
$752K -$33.7K -198 -4%
DWG
3006
Darden Wealth Group
Michigan
$751K +$751K +4,417 New
AT
3007
Avalon Trust
New Mexico
$751K +$17.5K +103 +2%
CGH
3008
CMG Global Holdings
Texas
$748K -$18.3K -102 -2%
DI
3009
Disciplined Investments
Oklahoma
$747K +$1.36K +8 +0.2%
TWM
3010
Tanager Wealth Management
United Kingdom
$746K -$9.02K -53 -1%
TFF
3011
The Family Firm
Maryland
$746K +$3.57K +21 +0.5%
SWA
3012
Sax Wealth Advisors
New Jersey
$746K -$31K -182 -4%
CWG
3013
Crown Wealth Group
North Carolina
$746K +$36.9K +217 +5%
CFLC
3014
California First Leasing Corp
California
$745K – – –
WPW
3015
Watershed Private Wealth
Illinois
$744K +$179K +1,054 +32%
VWM
3016
Vigilare Wealth Management
Arizona
$741K +$1.7K +10 +0.2%
PHIC
3017
Pine Haven Investment Counsel
Massachusetts
$741K -$47.1K -277 -6%
FNC
3018
First National Corp
Massachusetts
$741K +$8.16K +48 +1%
TF
3019
Trek Financial
Arizona
$741K +$194K +1,139 +35%
EIA
3020
Eldridge Investment Advisors
New Hampshire
$740K -$35K -206 -5%
SFM
3021
Spartan Fund Management
Canada
$733K – – –
TSWM
3022
Tyler-Stone Wealth Management
Ohio
$733K -$7.66K -45 -1%
HWA
3023
Hillcrest Wealth Advisors
New Jersey
$733K – – –
ZIMP
3024
Zimmermann Investment Management & Planning
Pennsylvania
$730K +$12.8K +75 +2%
BWM
3025
Baron Wealth Management
Michigan
$729K +$71.3K +419 +11%
119 120
121
122 123