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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 %
KOC
3126
Koss-Olinger Consulting
Florida
$627K +$69.4K +408 +12%
IAG
3127
Investment Advisory Group
Massachusetts
$627K -$5.61K -33 -0.9%
DPI
3128
Diversified Portfolios Inc
Michigan
$626K -$3.23K -19 -0.5%
VIM
3129
VELA Investment Management
Ohio
$625K -$88.1K -518 -12%
DWA
3130
Dougherty Wealth Advisers
Minnesota
$625K – – –
RWM
3131
RBA Wealth Management
California
$624K -$12.4K -73 -2%
UL
3132
Unionview LLC
Washington
$623K +$42.5K +250 +7%
APW
3133
Axim Planning & Wealth
Ohio
$622K -$196K -1,152 -24%
HWP
3134
Hibernia Wealth Partners
Louisiana
$622K +$33.5K +197 +6%
QPW
3135
Quantum Private Wealth
Florida
$621K – – –
NED
3136
Nancy E. Dempze
$621K -$15.3K -90 -2%
TFGT
3137
TS Financial Group (TSFG)
Illinois
$621K +$52.5K +309 +9%
WAM
3138
WNY Asset Management
New York
$618K +$10.9K +64 +2%
BFS
3139
Burkett Financial Services
South Carolina
$618K +$618K +3,634 New
OWM
3140
OneAscent Wealth Management
Alabama
$618K +$57.3K +337 +10%
GA
3141
GSG Advisors
New Jersey
$616K +$30K +175 +5%
HIA
3142
HTG Investment Advisors
Connecticut
$615K – – –
HC
3143
Hourglass Capital
Texas
$615K – – –
PFG
3144
Prosperity Financial Group
California
$613K +$37.4K +220 +6%
OPTFSNA
3145
Old Point Trust & Financial Services N A
Virginia
$613K +$613K +3,602 New
AAG
3146
Armstrong Advisory Group
Massachusetts
$612K -$851 -5 -0.1%
MM
3147
MQS Management
New York
$611K +$611K +3,592 New
HAS
3148
Holland Advisory Services
Florida
$609K +$43.9K +258 +8%
MC
3149
Maverick Capital
Texas
$608K +$608K +3,575 New
RW
3150
Rede Wealth
Virginia
$608K +$4.25K +25 +0.7%
124 125
126
127 128