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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 %
WFA
3476
Websterrogers Financial Advisors
South Carolina
$363K -$26.9K -158 -7%
EA
3477
Echo45 Advisors
California
$362K +$64K +376 +21%
SAW
3478
Signal Advisors Wealth
Michigan
$361K +$361K +2,124 New
SIMC
3479
Squire Investment Management Company
Utah
$360K +$360K +2,117 New
FEM
3480
Fulcrum Equity Management
Texas
$359K -$38.8K -228 -10%
NSG
3481
Nalls Sherbakoff Group
Tennessee
$359K – – –
LFA
3482
Level Financial Advisors
New York
$358K -$15K -88 -4%
RCA
3483
Riverview Capital Advisers
Massachusetts
$358K +$76.7K +451 +27%
C
3484
Covestor
United Kingdom
$358K +$73.1K +428 +26%
AFS
3485
Axiom Financial Strategies
Indiana
$357K +$12.8K +75 +4%
KWAG
3486
Kiely Wealth Advisory Group
North Carolina
$356K +$356K +2,063 New
CPW
3487
Catalyst Private Wealth
California
$356K – – –
BIA
3488
Beacon Investment Advisors
Maryland
$355K +$23.1K +136 +7%
MA
3489
Mezzasalma Advisors
New Jersey
$355K -$10.7K -63 -3%
SFC
3490
Sprinkle Financial Consultants
Colorado
$354K +$354K +2,082 New
SPA
3491
Sherbrooke Park Advisers
New York
$354K +$67.5K +397 +24%
RCM
3492
Requisite Capital Management
Texas
$354K -$444K -2,608 -56%
CYG
3493
Clean Yield Group
Vermont
$353K – – –
VFP
3494
Verus Financial Partners
Virginia
$353K -$3.62K -21 -1%
AIA
3495
Arbor Investment Advisors
North Carolina
$353K -$82K -482 -19%
SC
3496
Sykon Capital
New York
$352K -$8.17K -48 -2%
APS
3497
American Planning Services
Florida
$352K +$34K +200 +11%
BIA
3498
Bell Investment Advisors
California
$352K – – –
CCA
3499
Conestoga Capital Advisors
Pennsylvania
$351K – – –
RHJA
3500
Rice Hall James & Associates
California
$350K – – –
138 139
140
141 142