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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 %
KC
3451
Knuff & Co
California
$375K +$34K +200 +10%
CC
3452
Cultivar Capital
Texas
$374K +$374K +2,200 New
ORAM
3453
One River Asset Management
Connecticut
$374K -$5.59M -32,842 -94%
CFG
3454
Compton Financial Group
Maryland
$373K +$5.1K +30 +1%
DWM
3455
Darwin Wealth Management
Florida
$373K -$22.1K -130 -6%
SWG
3456
Summit Wealth Group
Vermont
$373K -$29.6K -174 -7%
NWA
3457
New World Advisors
Massachusetts
$373K +$2.89K +17 +0.8%
MPW
3458
MGO Private Wealth
California
$372K +$6.97K +41 +2%
GSIS
3459
Global Strategic Investment Solutions
Arizona
$372K +$22.5K +132 +6%
HIM
3460
Hillsdale Investment Management
Ontario, Canada
$371K +$68K +400 +22%
IDA
3461
Intelligence Driven Advisers
California
$371K +$22K +126 +6%
ICP
3462
Interchange Capital Partners
Pennsylvania
$370K -$118K -696 -24%
DFG
3463
Dupree Financial Group
Kentucky
$370K +$370K +2,173 New
AWM
3464
Act Wealth Management
Texas
$370K -$1.87K -11 -0.5%
SW
3465
Simplicity Wealth
New Jersey
$369K +$369K +2,172 New
WA
3466
Waterford Advisors
New York
$369K +$8.51K +50 +2%
EF
3467
Exeter Financial
Arizona
$368K +$22.2K +130 +6%
MAM
3468
Morse Asset Management
Connecticut
$368K +$120K +707 +49%
FDS
3469
Freedom Day Solutions
Texas
$368K +$25.5K +150 +7%
PCM
3470
Pennsylvania Capital Management
Pennsylvania
$366K -$101K -591 -22%
BFM
3471
Boothbay Fund Management
New York
$365K +$365K +2,148 New
CMAI
3472
Capital Management Associates Inc
Minnesota
$365K +$365K +2,147 New
WCWM
3473
Willow Creek Wealth Management
California
$365K -$19.6K -115 -5%
SF
3474
Safeguard Financial
Wisconsin
$365K +$83K +488 +29%
KFS
3475
Kaizen Financial Strategies
California
$364K +$851 +5 +0.2%
137 138
139
140 141