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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 %
SL
3301
Summitry LLC
California
$470K +$7.14K +42 +2%
CHA
3302
Cooper/Haims Advisors
New York
$470K -$12.4K -73 -3%
SC
3303
Sepio Capital
Utah
$468K +$61.9K +364 +15%
FFL
3304
Financial Freedom LLC
Ohio
$467K +$1.87K +11 +0.4%
TCMP
3305
Thrive Capital Management (Pennsylvania)
Pennsylvania
$467K +$88.6K +521 +23%
TS
3306
Tamar Securities
California
$466K +$12.6K +74 +3%
RC
3307
Reik & Co
New York
$465K – – –
UFF
3308
USA Financial Formulas
Michigan
$464K +$458K +2,694 +8,164%
AR
3309
Apeiron RIA
Texas
$462K +$54.8K +322 +13%
T
3310
TCWP
Ohio
$460K -$2.11M -12,393 -82%
MWM
3311
Merriman Wealth Management
Washington
$460K -$88.1K -518 -16%
KNW
3312
Kesler Norman & Wride
Utah
$460K +$460K +2,702 New
WFAG
3313
Wescott Financial Advisory Group
Pennsylvania
$460K -$850 -5 -0.2%
LA
3314
Lane & Associates
New Jersey
$459K -$71.1K -418 -13%
ACM
3315
Aljian Capital Management
Nevada
$459K – – –
WF
3316
Whelan Financial
California
$458K -$11.9K -70 -3%
1WM
3317
1858 Wealth Management
Ohio
$457K +$457K +2,689 New
SAF
3318
Smith Anglin Financial
Texas
$456K -$3.57K -21 -0.8%
SCI
3319
Silver Coast Investments
United States
$456K +$456K +2,679 New
FSA
3320
Financial Security Advisor
Virginia
$455K +$24.7K +145 +6%
MECA
3321
Miller Equity Capital Advisors
Texas
$455K – – –
HFS
3322
Heritage Financial Services
Massachusetts
$454K +$54.4K +320 +14%
BA
3323
Brightwater Advisory
Florida
$453K +$453K +2,661 New
HGWM
3324
Horst & Graben Wealth Management
Oregon
$452K +$3.23K +19 +0.7%
CIM
3325
Contravisory Investment Management
Massachusetts
$452K -$4.93K -29 -1%
131 132
133
134 135