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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 %
AWM
3276
Allen Wealth Management
North Carolina
$492K +$492K +2,892 New
B
3277
Bridgeworth
Alabama
$491K -$21.4K -126 -4%
WWM
3278
Westwood Wealth Management
California
$491K -$157K -925 -24%
SCM
3279
Shapiro Capital Management
Georgia
$490K – – –
PE
3280
Point72 Europe
United Kingdom
$490K +$490K +2,880 New
GA
3281
Greytown Advisors
Florida
$488K -$108K -635 -18%
SC
3282
Schoolcraft Capital
Colorado
$488K -$218K -1,282 -31%
MTIM
3283
Marathon Trading Investment Management
Pennsylvania
$486K -$248K -1,459 -34%
CCP
3284
Clarity Capital Partners
California
$484K +$484K +2,846 New
WAOI
3285
Wealth Advisors of Iowa
Iowa
$484K +$26K +153 +6%
VF
3286
Vawter Financial
Ohio
$483K +$79.6K +468 +20%
Alyeska Investment Group
3287
Alyeska Investment Group
Illinois
$483K +$483K +2,841 New
PGWM
3288
Pitti Group Wealth Management
New York
$483K -$80.3K -472 -14%
MAP
3289
Moody Aldrich Partners
Massachusetts
$481K +$31.8K +187 +7%
AWAU
3290
Alliance Wealth Advisors (Utah)
Utah
$481K -$76K -447 -14%
FWP
3291
Firethorn Wealth Partners
Georgia
$480K +$22.5K +132 +5%
EWP
3292
Elevation Wealth Partners
California
$478K +$371K +2,560 +348%
KA
3293
Kure Advisory
Minnesota
$477K +$19.7K +116 +4%
TC
3294
Trilogy Capital
California
$474K -$13.1K -77 -3%
SM
3295
Sciencast Management
New Jersey
$473K -$1.51M -8,897 -76%
MMHP
3296
Murphy Middleton Hinkle & Parker
Georgia
$473K – – –
IPW
3297
Intergy Private Wealth
Colorado
$473K -$32.5K -191 -6%
IWM
3298
Integris Wealth Management
California
$473K +$102K +599 +27%
MWA
3299
MFA Wealth Advisors
Pennsylvania
$471K +$471K +2,767 New
PI
3300
Parkside Investments
Illinois
$470K +$2.21K +13 +0.5%
130 131
132
133 134