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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 %
HNWA
3226
Henrickson Nauta Wealth Advisors
Michigan
$532K +$68.1K +400 +15%
WCG
3227
Weaver Consulting Group
California
$532K -$680 -4 -0.1%
MSWMA
3228
Market Street Wealth Management Advisors
Indiana
$532K +$9.53K +56 +2%
CTWM
3229
Cherry Tree Wealth Management
Minnesota
$531K -$143K -842 -21%
JDR
3230
Jay D. Rosenbaum
$530K -$674K -3,961 -56%
HPM
3231
Hoxton Planning & Management
West Virginia
$530K -$26K -153 -5%
AWA
3232
Arbor Wealth Advisors
Michigan
$530K +$530K +3,113 New
TPW
3233
Tiller Private Wealth
Pennsylvania
$529K -$48.7K -286 -8%
TFP
3234
Triune Financial Partners
Kansas
$529K +$11.2K +66 +2%
IGGA
3235
Iron Gate Global Advisors
Utah
$529K +$43.7K +257 +9%
AWM
3236
Altus Wealth Management
Kentucky
$528K +$59.4K +349 +13%
WQ
3237
Wealth Quarterback
New Jersey
$528K +$172K +1,009 +48%
SAM
3238
Seelaus Asset Management
New Jersey
$527K +$182K +1,070 +53%
KWM
3239
Keating Wealth Management
Colorado
$526K +$526K +3,094 New
GAM
3240
Gemmer Asset Management
California
$525K +$16.3K +96 +3%
CMI
3241
Clare Market Investments
Texas
$523K +$261K +1,537 +100%
Cohen & Steers
3242
Cohen & Steers
New York
$523K – – –
WFA
3243
WestHill Financial Advisors
California
$523K +$340 +2 +0.1%
RC
3244
Rovin Capital
Arizona
$522K – – –
CCMW
3245
Cypress Capital Management (Wyoming)
Wyoming
$519K – – –
IP
3246
Isthmus Partners
Wisconsin
$516K -$2.55K -15 -0.5%
MAG
3247
Mayfair Advisory Group
Alabama
$515K +$172 +1 +0%
IWA
3248
Inspirion Wealth Advisors
Illinois
$514K -$117K -681 -19%
SWM
3249
Selective Wealth Management
Virginia
$511K -$77.8K -454 -13%
WWM
3250
Waterway Wealth Management
Texas
$510K +$510K +3,000 New
128 129
130
131 132