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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 %
APC
3101
Aspire Private Capital
North Carolina
$647K +$568K +3,339 +715%
OAM
3102
Oberweis Asset Management
Illinois
$647K -$34.4K -202 -5%
TIM
3103
Tevis Investment Management
Texas
$644K +$644K +3,788 New
SPI
3104
Santori & Peters Inc
Pennsylvania
$644K +$2.38K +14 +0.4%
SPWM
3105
Spartan Planning & Wealth Management
North Carolina
$643K +$463K +2,722 +257%
THL
3106
Tillman Hartley LLC
Colorado
$643K – – –
SWP
3107
Semus Wealth Partners
Florida
$642K -$21.4K -126 -3%
CWA
3108
CM Wealth Advisors
Ohio
$640K – – –
SAM
3109
S.A. Mason
Michigan
$640K +$1.53K +9 +0.2%
BWA
3110
BlueSky Wealth Advisors
North Carolina
$639K +$19.9K +117 +3%
PCMC
3111
Paragon Capital Management (Colorado)
Colorado
$638K -$13.1K -77 -2%
SPP
3112
Single Point Partners
Massachusetts
$635K -$56.3K -331 -8%
RA
3113
Ruggaard & Associates
Ohio
$634K – – –
CIA
3114
Compass Ion Advisors
Pennsylvania
$634K -$13.9K -82 -2%
SP
3115
Successful Portfolios
Florida
$634K +$42.4K +249 +7%
CCG
3116
Catalina Capital Group
California
$633K +$633K +3,724 New
GFWA
3117
Grey Fox Wealth Advisors
Delaware
$633K -$4.59K -27 -0.7%
PCA
3118
Prosperity Capital Advisors
Ohio
$633K -$45.4K -267 -7%
LWM
3119
LongView Wealth Management
Georgia
$631K +$631K +3,699 New
MF
3120
Meridian Financial
Massachusetts
$631K +$38.3K +225 +6%
GM
3121
Granger Management
New York
$630K +$630K +3,703 New
MWM
3122
Maltin Wealth Management
New Jersey
$629K -$72.5K -426 -10%
TCM
3123
Triumph Capital Management
Colorado
$628K -$53.4K -314 -8%
KFG
3124
Kingdom Financial Group
Arizona
$628K +$170 +1 +0%
TIM
3125
Total Investment Management
Arizona
$627K +$1.02K +6 +0.2%
123 124
125
126 127