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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 %
NA
3026
Nottingham Advisors
New York
$729K +$99K +582 +16%
KWS
3027
Keystone Wealth Services
California
$728K -$13.3K -78 -2%
CCA
3028
Cottonwood Capital Advisors
Utah
$728K +$28.8K +169 +4%
AF
3029
Apollon Financial
South Carolina
$727K +$727K +4,274 New
JCM
3030
Jacobsen Capital Management
Utah
$726K +$86.6K +509 +14%
SIM
3031
SSI Investment Management
California
$725K -$2.55K -15 -0.4%
HAS
3032
HBW Advisory Services
California
$725K -$313K -1,840 -30%
NVIM
3033
New Vernon Investment Management
Illinois
$723K – – –
MWM
3034
Mosley Wealth Management
California
$723K +$723K +4,248 New
NFG
3035
Nadler Financial Group
Illinois
$722K +$6.29K +37 +0.9%
HPWM
3036
High Pines Wealth Management
Massachusetts
$721K +$65.3K +384 +10%
ABLA
3037
Alan B. Lancz & Associates
Ohio
$720K – – –
TFG
3038
Taylor Financial Group
Virginia
$720K +$720K +4,231 New
CFG
3039
Carr Financial Group
Massachusetts
$718K – – –
RHDIC
3040
R.H. Dinel Investment Counsel
California
$717K – – –
GF
3041
Gries Financial
Ohio
$716K -$325K -1,910 -31%
CIA
3042
Cape Investment Advisory
Georgia
$715K +$111K +651 +18%
CFO
3043
Callan Family Office
Pennsylvania
$715K +$246K +1,448 +53%
ACA
3044
Affinity Capital Advisors
California
$714K -$51K -300 -7%
WWP
3045
Walden Wealth Partners
Ohio
$713K +$713K +4,193 New
HIG
3046
Heritage Investment Group
Florida
$713K +$34K +200 +5%
SRSA
3047
S.R. Schill & Associates
Washington
$712K +$1.7K +10 +0.2%
SGWM
3048
Sterling Group Wealth Management
California
$712K +$340 +2 +0%
CWM
3049
Centric Wealth Management
Illinois
$711K +$22.7K +130 +3%
EIM
3050
Essex Investment Management
Massachusetts
$711K -$1.25M -7,378 -64%
120 121
122
123 124