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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 %
LFA
3151
Laraway Financial Advisors
Minnesota
$608K – – –
PP
3152
Patron Partners
Texas
$607K +$40.7K +239 +7%
SFWC
3153
Strategic Family Wealth Counselors
New Jersey
$603K +$1.87K +11 +0.3%
SWM
3154
Silverlake Wealth Management
Vermont
$601K -$52.4K -308 -8%
WAM
3155
Wallington Asset Management
Indiana
$601K -$88.4K -520 -13%
Fuller & Thaler Asset Management
3156
Fuller & Thaler Asset Management
California
$600K -$1.02K -6 -0.2%
KAM
3157
KEB Asset Management
Illinois
$600K – – –
BRA
3158
Bender Robert & Associates
California
$600K -$6.8K -40 -1%
AWS
3159
Arkfeld Wealth Strategies
Nebraska
$599K +$51.7K +303 +9%
CIA
3160
Cascade Investment Advisors
Oregon
$598K -$4.25K -25 -0.7%
WSWA
3161
Warren Street Wealth Advisors
California
$596K +$36.2K +213 +6%
SI
3162
Seeds Investor
New York
$595K +$595K +3,500 New
1W
3163
1776 Wealth
Georgia
$595K +$510 +3 +0.1%
EI
3164
Ellevest Inc
New York
$594K +$124K +730 +26%
SPWG
3165
Syntegra Private Wealth Group
Missouri
$594K +$53.6K +315 +10%
PG
3166
Prostatis Group
Maryland
$594K +$23.6K +139 +4%
HA
3167
HC Advisors
Georgia
$593K -$13.9K -82 -2%
FA
3168
Forefront Analytics
Pennsylvania
$593K +$2.38K +14 +0.4%
FCM
3169
Fourpath Capital Management
Oklahoma
$593K -$7.49K -44 -1%
HWM
3170
Howard Wealth Management
Connecticut
$592K +$78.2K +460 +15%
SA
3171
Shilanski & Associates
Alaska
$591K -$27.9K -164 -5%
MAG
3172
M3 Advisory Group
Massachusetts
$589K +$589K +3,461 New
NG
3173
Northstar Group
New York
$587K -$9.36K -55 -2%
HFM
3174
Harvest Fund Management
China
$586K -$341K -2,001 -37%
ADMI
3175
Albert D. Mason Inc
Massachusetts
$585K – – –
125 126
127
128 129