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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 %
FEG
3401
Financial Enhancement Group
Indiana
$403K +$403K +2,413 New
SWM
3402
Solano Wealth Management
California
$402K +$402K +2,363 New
CIS
3403
Custom Index Systems
New York
$402K +$402K +2,362 New
BFAG
3404
Blackston Financial Advisory Group
Florida
$401K -$19.6K -115 -5%
WFO
3405
Wealthgate Family Office
Colorado
$401K – – –
TC
3406
TAGStone Capital
North Carolina
$401K +$2.72K +16 +0.7%
MGAM
3407
McGowan Group Asset Management
Texas
$400K -$3.74K -22 -0.9%
MAM
3408
Milestone Asset Management
Pennsylvania
$400K -$2.72K -16 -0.7%
NWA
3409
Navis Wealth Advisors
New York
$400K +$3.74K +22 +0.9%
FWMM
3410
Foundation Wealth Management (Missouri)
Missouri
$399K -$12.4K -73 -3%
WW
3411
Westshore Wealth
California
$399K -$11.6K -68 -3%
PS
3412
Planned Solutions
California
$399K – – –
WBCM
3413
Wilson & Boucher Capital Management
California
$398K – – –
RBC
3414
Roble Belko & Company
Pennsylvania
$398K +$142K +838 +56%
SIC
3415
SJS Investment Consulting
Ohio
$397K -$26.7K -157 -6%
TC
3416
Tacita Capital
Ontario, Canada
$397K +$2.04K +12 +0.5%
PHWM
3417
Pine Harbor Wealth Management
Maryland
$395K +$395K +2,322 New
TCOO
3418
Trust Company of Oklahoma
Oklahoma
$395K -$136K -800 -26%
T. Rowe Price Investment Management
3419
T. Rowe Price Investment Management
Maryland
$394K +$394K +2,314 New
JFG
3420
JMG Financial Group
Illinois
$394K +$90.2K +530 +30%
CMBA
3421
C.M. Bidwell & Associates
Hawaii
$392K +$2.38K +14 +0.6%
ZAM
3422
Zevin Asset Management
Massachusetts
$392K +$34.9K +205 +10%
BWP
3423
Bernardo Wealth Planning
Pennsylvania
$391K +$9.18K +54 +2%
JSAM
3424
J. Safra Asset Management
New York
$391K +$6.63K +39 +2%
PWMG
3425
Private Wealth Management Group
New Jersey
$390K +$390K +2,294 New
135 136
137
138 139