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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 %
VW
3376
Vance Wealth
California
$418K +$26.7K +157 +7%
ITFISA
3377
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$418K +$85.1K +500 +26%
CCA
3378
Covey Capital Advisors
Georgia
$417K – – –
GGI
3379
Godsey & Gibb Inc
Virginia
$416K -$41.7K -245 -9%
AWM
3380
Atticus Wealth Management
Florida
$415K +$5.95K +35 +1%
TFA
3381
Teamwork Financial Advisors
Texas
$414K -$19.6K -115 -5%
HGA
3382
Hobbs Group Advisors
South Carolina
$414K +$414K +2,435 New
KPWG
3383
KFA Private Wealth Group
Virginia
$414K +$90.8K +534 +28%
DWM
3384
Dogwood Wealth Management
Kansas
$414K +$414K +2,433 New
LA
3385
Lifeworks Advisors
Michigan
$413K -$8K -47 -2%
JC
3386
Jacobs & Co
California
$412K – – –
KIA
3387
Kraematon Investment Advisors
Massachusetts
$410K – – –
SAM
3388
SP Asset Management
California
$410K +$1.53K +9 +0.4%
BW
3389
BIP Wealth
Georgia
$410K -$44.4K -261 -10%
GB
3390
Goepper Burkhardt
South Carolina
$409K -$17.7K -101 -4%
FRM
3391
Fox Run Management
Connecticut
$406K +$406K +2,389 New
TC
3392
Truvestments Capital
Florida
$406K -$1.02K -6 -0.3%
TAM
3393
Tucker Asset Management
Colorado
$406K +$38.3K +225 +10%
SWM
3394
SilverOak Wealth Management
Minnesota
$406K +$406K +2,386 New
FF
3395
Francis Financial
$406K +$406K +2,386 New
VWM
3396
VCI Wealth Management
Missouri
$406K +$406K +2,384 New
MC
3397
Machina Capital
France
$405K +$405K +2,380 New
IAP
3398
Indie Asset Partners
Indiana
$405K -$10.5K -62 -3%
LAS
3399
Lloyd Advisory Services
Georgia
$404K +$404K +2,375 New
PDM
3400
Penn Davis McFarland
Texas
$404K +$3.91K +23 +1%
134 135
136
137 138