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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 %
PW
3326
Peninsula Wealth
California
$452K +$6.63K +39 +1%
HWP
3327
Heritage Wealth Partners
Ohio
$452K +$2.21K +13 +0.5%
GKIM
3328
GW&K Investment Management
Massachusetts
$451K +$12.1K +71 +3%
TIA
3329
Tandem Investment Advisors
South Carolina
$450K -$92.1K -541 -17%
AFP
3330
Alpha Financial Partners
Kentucky
$449K +$13.4K +79 +3%
MPAM
3331
Murphy Pohlad Asset Management
Minnesota
$449K – – –
BWM
3332
Brown Wealth Management
Illinois
$447K -$5.44K -32 -1%
SFG
3333
SNS Financial Group
Minnesota
$447K +$32K +188 +8%
ICM
3334
Islay Capital Management
Texas
$447K -$6.29K -37 -1%
PC
3335
Permit Capital
Pennsylvania
$447K +$63.8K +375 +17%
IF
3336
Integrity Financial
Wyoming
$446K -$45.6K -268 -9%
IFA
3337
Index Fund Advisors
California
$445K -$117K -689 -21%
HCP
3338
Holt Capital Partners
Texas
$444K – – –
MA
3339
MKT Advisors
California
$444K +$6.89K +40 +2%
PWM
3340
Prosperity Wealth Management
California
$443K -$82.5K -485 -16%
CFS
3341
CGC Financial Services
Oregon
$443K +$352K +2,070 +388%
MBI
3342
May Barnhard Investments
Maryland
$443K +$443K +2,602 New
VC
3343
Veery Capital
Delaware
$442K -$13.8K -81 -3%
FAFN
3344
First Affirmative Financial Network
Colorado
$441K +$13.6K +80 +3%
AIA
3345
AIMZ Investment Advisors
California
$440K -$8.51K -50 -2%
SAG
3346
Spotlight Asset Group
Illinois
$440K – – –
SCA
3347
Southern Capital Advisors
Tennessee
$440K +$8.84K +52 +2%
VPP
3348
Vertex Planning Partners
Illinois
$439K +$121K +711 +38%
ML
3349
Mayport LLC
Massachusetts
$439K – – –
DSAM
3350
Dock Street Asset Management
Florida
$437K – – –
132 133
134
135 136