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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 %
GSIAS
3076
Garden State Investment Advisory Services
New Jersey
$678K -$4.59K -27 -0.7%
MJRIC
3077
Mogy Joel R Investment Counsel
California
$675K – – –
FCA
3078
Fortis Capital Advisors
Kansas
$674K -$16.5K -97 -2%
IWA
3079
IVC Wealth Advisors
Pennsylvania
$673K +$3.91K +23 +0.6%
AMCA
3080
Arthur M. Cohen & Associates
Illinois
$671K +$34.7K +204 +5%
MW
3081
Maia Wealth
Colorado
$670K +$670K +3,941 New
TSS
3082
Thomas Story & Son
Indiana
$670K – – –
GA
3083
Goldstein Advisors
Wisconsin
$668K +$1.19K +7 +0.2%
PCMC
3084
Planning Capital Management Corporation
Pennsylvania
$668K +$668K +3,924 New
SXL
3085
Summit X LLC
Missouri
$667K -$49K -288 -7%
AOI
3086
Auto-Owners Insurance
Michigan
$666K – – –
PSCM
3087
Per Stirling Capital Management
Texas
$665K +$48.6K +286 +8%
HWM
3088
Hassell Wealth Management
Louisiana
$663K – – –
GG
3089
GenWealth Group
New Jersey
$663K -$141K -831 -18%
AFG
3090
Arkansas Financial Group
Arkansas
$662K -$33.5K -197 -5%
IWP
3091
Invenio Wealth Partners
Florida
$662K +$170 +1 +0%
SAI
3092
Savvy Advisors Inc
New York
$661K +$661K +3,886 New
CI
3093
Cavalier Investments
Georgia
$660K +$13.4K +79 +2%
MWP
3094
Meridian Wealth Partners
Pennsylvania
$658K +$41.7K +245 +7%
WWM
3095
Whalen Wealth Management
Nevada
$657K +$657K +3,862 New
VCP
3096
Vista Capital Partners
Oregon
$657K +$141K +826 +27%
MRWM
3097
ML&R Wealth Management
Texas
$657K -$16.5K -97 -2%
FFA
3098
Florida Financial Advisors
Florida
$654K +$654K +3,844 New
PRI
3099
Prepared Retirement Institute
Pennsylvania
$649K +$649K +3,815 New
LCM
3100
LCM Capital Management
Illinois
$648K – – –
122 123
124
125 126