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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 %
Fiera Capital (Canada)
3051
Fiera Capital (Canada)
Quebec, Canada
$710K – – –
BWCS
3052
Beirne Wealth Consulting Services
Connecticut
$709K +$340K +1,995 +92%
WA1
3053
Wimmer Associates 1
California
$708K -$9.36K -55 -1%
SNBOSD
3054
Security National Bank of So Dak
Iowa
$708K -$137K -805 -16%
DCM
3055
Dimension Capital Management
Florida
$702K +$31K +182 +5%
LL
3056
LWMG LLC
Minnesota
$702K +$28.6K +168 +4%
TFCP
3057
Twin Focus Capital Partners
Massachusetts
$701K – – –
CP
3058
Castleview Partners
Texas
$701K +$322K +1,895 +85%
GWSG
3059
GPS Wealth Strategies Group
Colorado
$699K -$95.1K -559 -12%
CWM
3060
Cranbrook Wealth Management
Michigan
$699K +$16.2K +95 +2%
BAG
3061
Bridgewealth Advisory Group
California
$697K -$23K -135 -3%
WPW
3062
Warther Private Wealth
Ohio
$695K -$1.53M -8,994 -69%
SPWG
3063
Sage Private Wealth Group
Illinois
$694K +$14.8K +87 +2%
HI
3064
Humankind Investments
New York
$694K -$22.5K -132 -3%
AC
3065
ASB Consultores
Florida
$693K -$692K -4,068 -50%
IAG
3066
Investmark Advisory Group
Connecticut
$693K -$26.7K -157 -4%
PIM
3067
Plato Investment Management
Australia
$692K +$692K +4,070 New
CCP
3068
Cassia Capital Partners
North Carolina
$692K +$31.1K +183 +5%
RSWA
3069
Robinson Smith Wealth Advisors
Maine
$690K +$690K +4,057 New
PGA
3070
Portland Global Advisors
Maine
$688K +$41.7K +245 +6%
HP
3071
Holistic Planning
Texas
$685K +$685K +4,029 New
HG
3072
Harbor Group
New Hampshire
$680K +$58.5K +344 +9%
KBFS
3073
Kohmann Bosshard Financial Services
Ohio
$678K +$54.3K +319 +9%
KWM
3074
Kaydan Wealth Management
Michigan
$678K -$3.57K -21 -0.5%
BGAI
3075
Bruce G. Allen Investments
Colorado
$678K +$678K +3,985 New
121 122
123
124 125