JPM icon

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 %
SA
3501
Skyline Advisors
Washington
$350K +$350K +2,055 New
FPF
3502
First Pacific Financial
Washington
$349K – – –
IA
3503
Inspire Advisors
Idaho
$348K -$17.5K -103 -5%
NF
3504
Norwood Financial
Pennsylvania
$348K -$4.25K -25 -1%
EWA
3505
Encompass Wealth Advisors
Oregon
$347K +$9.02K +53 +3%
TBWA
3506
Three Bridge Wealth Advisors
California
$347K – – –
EC
3507
Elequin Capital
New York
$347K +$67.7K +398 +24%
SAM
3508
Shikiar Asset Management
New York
$347K -$3.91K -23 -1%
W
3509
WorthPointe
California
$347K -$110K -648 -24%
AIM
3510
Arcadia Investment Management
Michigan
$344K -$851 -5 -0.2%
CCC
3511
Chelsea Counsel Company
California
$343K – – –
EGWAG
3512
Elwood & Goetz Wealth Advisory Group
Georgia
$343K +$3.74K +22 +1%
LAM
3513
Lakewood Asset Management
Illinois
$342K -$38.4K -226 -10%
SDWMA
3514
Schneider Downs Wealth Management Advisors
Pennsylvania
$341K +$341K +2,005 New
SCM
3515
Sollinda Capital Management
Florida
$341K +$341K +2,004 New
ACM
3516
Alethea Capital Management
Washington
$340K -$85.1K -500 -20%
OPPS
3517
Obsidian Personal Planning Solutions
Maryland
$339K – – –
PAWA
3518
Palo Alto Wealth Advisors
California
$337K +$3.23K +19 +1%
RA
3519
Riversedge Advisors
Delaware
$337K +$48K +282 +17%
CFGSD
3520
Compass Financial Group (South Dakota)
South Dakota
$336K +$1.19K +7 +0.4%
WIM
3521
Warwick Investment Management
Texas
$336K +$78.4K +461 +30%
RFG
3522
REAP Financial Group
Texas
$336K +$336K +1,975 New
ODIJL
3523
One Day In July LLC
Vermont
$336K -$10.2K -60 -3%
DI
3524
DAGCO Inc
Ohio
$335K -$27.2K -160 -8%
VCM
3525
Versant Capital Management
Arizona
$335K -$13.1K -77 -4%
139 140
141
142 143