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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 %
CWM
3201
Cahaba Wealth Management
Georgia
$558K -$1.36K -8 -0.2%
CC
3202
Codex Capital
New York
$558K +$50.7K +300 +10%
FFM
3203
Flagstone Financial Management
Nebraska
$558K – – –
PCFFS
3204
Pacific Center for Financial Services
California
$557K +$510 +3 +0.1%
ASG
3205
Ariston Services Group
California
$557K +$557K +3,276 New
CAM
3206
Concorde Asset Management
Michigan
$555K +$23.1K +136 +4%
FAG
3207
Financial Advisory Group
Texas
$554K +$680 +4 +0.1%
FA
3208
Fountainhead AM
New Jersey
$552K +$38.4K +226 +7%
ML
3209
McAdam LLC
Pennsylvania
$550K -$6.98K -41 -1%
KIC
3210
Keating Investment Counselors
Florida
$549K -$21.3K -125 -4%
DAM
3211
Deltec Asset Management
New York
$549K – – –
WFM
3212
Wolff Financial Management
Michigan
$546K – – –
JLBC
3213
J.L. Bainbridge & Co
Florida
$544K – – –
KA
3214
Keene & Associates
Texas
$543K +$41.7K +245 +8%
ACC
3215
Acorn Creek Capital
Colorado
$540K +$540K +3,177 New
I2I
3216
Insight 2811 Inc
Illinois
$540K -$43K -253 -7%
FGA
3217
Fortis Group Advisors
New Jersey
$539K +$41.5K +304 +8%
LFS
3218
Legacy Financial Strategies
Kansas
$538K – – –
EA
3219
Emerald Advisors
Washington
$538K +$8.85K +52 +2%
FCT
3220
First Community Trust
Iowa
$536K -$17K -100 -3%
GC
3221
Guidance Capital
Kentucky
$536K -$8.78K -51 -2%
VH
3222
Visionary Horizons
Tennessee
$534K +$534K +3,139 New
PCM
3223
Piedmont Capital Management
Montana
$534K -$28.6K -168 -5%
POIA
3224
Pin Oak Investment Advisors
Texas
$533K – – –
LWMG
3225
Levy Wealth Management Group
Pennsylvania
$533K +$3.57K +21 +0.7%
127 128
129
130 131