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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 %
KFS
3426
Kurt F. Somerville
$390K – – –
BWA
3427
Beam Wealth Advisors
Louisiana
$390K -$11.2K -66 -3%
HB
3428
Horizon Bancorp
Indiana
$389K +$11.6K +68 +3%
WMWM
3429
Whitaker-Myers Wealth Managers
Ohio
$389K +$46.1K +271 +13%
RA
3430
Rational Advisors
New York
$389K -$612K -3,598 -61%
EC
3431
EdgeRock Capital
Colorado
$388K +$42.5K +243 +12%
FWI
3432
Facet Wealth Inc
Maryland
$387K +$56.9K +325 +17%
SNBOSCI
3433
Security National Bank of Sioux City Iowa
Iowa
$387K – – –
BIG
3434
Builder Investment Group
Georgia
$386K -$17K -100 -4%
RIA
3435
Richwood Investment Advisors
Ohio
$386K +$34.9K +205 +10%
BFWA
3436
Benchmark Financial Wealth Advisors
Florida
$385K +$51.7K +304 +15%
IVP
3437
Intrinsic Value Partners
Arizona
$384K – – –
CNWM
3438
Clay Northam Wealth Management
California
$384K +$2.72K +16 +0.7%
BBWP
3439
Beacon Bridge Wealth Partners
Pennsylvania
$383K -$6.12K -36 -2%
CA
3440
CapWealth Advisors
Tennessee
$383K -$691K -4,063 -64%
SIS
3441
Strategic Investment Solutions
Illinois
$383K -$14.8M -87,111 -97%
GFL
3442
Granite FO LLC
New Hampshire
$381K -$20.2K -119 -5%
GAMC
3443
Garner Asset Management Corp
Texas
$381K -$37.2K -214 -9%
AWM
3444
Alterna Wealth Management
Texas
$381K – – –
DWA
3445
Delap Wealth Advisory
Oregon
$378K +$378K +2,225 New
DWP
3446
Destiny Wealth Partners
Florida
$378K – – –
MFGP
3447
Marshall Financial Group (Pennsylvania)
Pennsylvania
$378K +$2.89K +17 +0.8%
GWM
3448
Gitterman Wealth Management
New Jersey
$376K -$153K -897 -29%
SM
3449
Sensible Money
Arizona
$376K -$2.38K -14 -0.6%
HCM
3450
Hutchinson Capital Management
California
$375K -$10.2K -60 -3%
136 137
138
139 140