JPM icon

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 %
MPCL
3251
My Personal CFO LLC
Washington
$510K +$19.7K +116 +4%
PS
3252
Pensionfund Sabic
Netherlands
$510K +$510K +3,000 New
FA
3253
FSA Advisors
Michigan
$510K +$510K +2,998 New
WFA
3254
Wellspring Financial Advisors
Ohio
$509K +$2.89K +17 +0.6%
HCA
3255
Heck Capital Advisors
Wisconsin
$508K -$43.7K -257 -8%
ACA
3256
Ackerman Capital Advisors
Texas
$508K – – –
SFFS
3257
Stonehage Fleming Financial Services
Jersey
$508K -$1.9M -11,170 -79%
CRIG
3258
Charter Research & Investment Group
Connecticut
$506K +$5.1K +30 +1%
BBA
3259
Braun-Bostich & Associates
Pennsylvania
$503K +$503K +2,959 New
CWA
3260
Consilio Wealth Advisors
Washington
$502K +$135K +795 +37%
BBPWM
3261
Blue Bell Private Wealth Management
Pennsylvania
$502K +$42.7K +251 +9%
JCM
3262
Jag Capital Management
Missouri
$502K -$234K -1,375 -32%
NPPM
3263
North Point Portfolio Managers
Ohio
$500K +$53.2K +313 +12%
MCM
3264
Magnolia Capital Management
New York
$498K – – –
AC
3265
Avenir Corporation
Virginia
$497K – – –
CSS
3266
Cubist Systematic Strategies
Connecticut
$497K +$497K +2,924 New
JGIA
3267
Jackson Grant Investment Advisers
Connecticut
$497K +$2.72K +16 +0.6%
PAG
3268
Paladin Advisory Group
Iowa
$497K -$302K -1,773 -38%
SAM
3269
Sequent Asset Management
Texas
$497K +$340 +2 +0.1%
SG
3270
Strid Group
Pennsylvania
$496K +$3.74K +22 +0.8%
HI
3271
Harrington Investments
California
$496K – – –
SIAG
3272
Safeguard Investment Advisory Group
California
$494K +$1.87K +11 +0.4%
CL
3273
COWA LLC
Oklahoma
$494K +$41.8K +246 +9%
BDFN
3274
Bond & Devick Financial Network
Minnesota
$494K -$3.4K -20 -0.7%
HW
3275
Hamilton Wealth
California
$493K +$125K +732 +34%
129 130
131
132 133