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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
3176
LGT Financial Advisors
Texas
$583K -$57.2K -336 -9%
EWM
3177
Elevatus Welath Management
New York
$583K +$328K +1,926 +128%
IFO
3178
Independent Family Office
New York
$582K – – –
BDA
3179
Borer Denton & Associates
Pennsylvania
$581K – – –
AWP
3180
Abacus Wealth Partners
California
$581K +$78.4K +461 +16%
SOW
3181
State of Wyoming
Wyoming
$578K -$10.5K -62 -2%
BAM
3182
Bosun Asset Management
Illinois
$578K +$126K +738 +28%
CFO
3183
Collective Family Office
Pennsylvania
$576K -$21.3K -125 -4%
ACM
3184
Advance Capital Management
Michigan
$575K +$3.4K +20 +0.6%
EFG
3185
Ehrlich Financial Group
California
$574K +$574K +3,374 New
USWIA
3186
UP Strategic Wealth Investment Advisors
Pennsylvania
$573K +$573K +3,370 New
C
3187
CEDRUS
Colorado
$573K +$60.4K +355 +12%
PPW
3188
Pasadena Private Wealth
California
$572K +$1.53K +9 +0.3%
NIWA
3189
New Insight Wealth Advisors
California
$571K +$571K +3,354 New
VCWA
3190
Vanguard Capital Wealth Advisors
Colorado
$569K -$32.7K -192 -5%
DCBT
3191
Dakota Community Bank & Trust
North Dakota
$569K +$18.4K +108 +3%
TVM
3192
True Vision MN
Minnesota
$568K +$568K +3,337 New
PCH
3193
PGIM Custom Harvest
New Jersey
$567K +$24K +141 +4%
AHL
3194
Abel Hall LLC
Louisiana
$566K +$566K +3,330 New
LFG
3195
Lockerman Financial Group
California
$566K -$3.91K -23 -0.7%
CW
3196
Cook Wealth
North Carolina
$563K +$13.1K +77 +2%
CFA
3197
Cahill Financial Advisors
Minnesota
$563K -$56.5K -332 -9%
CSWM
3198
Cassady Schiller Wealth Management
Ohio
$562K – – –
LOIP
3199
Live Oak Investment Partners
Texas
$560K -$479K – –
NIC
3200
Northwest Investment Counselors
Oregon
$559K +$17.2K +101 +3%
126 127
128
129 130