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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 %
DWS
3526
Dynamic Wealth Strategies
California
$335K +$335K +1,972 New
HFW
3527
Horizon Family Wealth
Illinois
$335K +$2.38K +14 +0.7%
CWM
3528
Cherrydale Wealth Management
New Jersey
$335K +$2.89K +17 +0.9%
MAM
3529
MMA Asset Management
Pennsylvania
$335K +$335K +1,968 New
CCP
3530
Clarkston Capital Partners
Michigan
$334K – – –
TFIPS
3531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$334K +$334K +1,964 New
KA
3532
Kearns & Associates
California
$333K – – –
WP
3533
Wealthspan Partners
Iowa
$332K -$32K -188 -9%
TAM
3534
TCP Asset Management
Ohio
$331K +$6.63K +39 +2%
PFS
3535
Prospect Financial Services
New York
$330K +$330K +1,938 New
E
3536
ETFidea
New York
$329K +$17K +100 +5%
BWM
3537
BCS Wealth Management
Tennessee
$329K -$13.3K -78 -4%
EL
3538
EWA LLC
Pennsylvania
$329K +$29.5K +169 +10%
LIA
3539
Luken Investment Analytics
Tennessee
$329K – – –
OA
3540
Operose Advisors
Wisconsin
$328K -$228K -1,340 -41%
BSHC
3541
Breed's Hill Capital
Massachusetts
$328K +$328K +1,930 New
CWM
3542
Campbell Wealth Management
Virginia
$328K -$77.5K -456 -19%
VBFG
3543
Vishria Bird Financial Group
Tennessee
$328K – – –
TA
3544
TFB Advisors
Kansas
$328K -$550K -3,236 -63%
SBWIC
3545
Schaper Benz & Wise Investment Counsel
Wisconsin
$328K -$12.8K -75 -4%
DFA
3546
DHJJ Financial Advisors
Illinois
$328K +$9.53K +56 +3%
FWM
3547
FSA Wealth Management
Massachusetts
$327K -$180K -1,061 -36%
CTFG
3548
Capstone Triton Financial Group
Oklahoma
$327K – – –
NAG
3549
Northstar Advisory Group
New Jersey
$326K -$258K -1,514 -44%
RWMG
3550
Redwood Wealth Management Group
New Jersey
$325K +$170 +1 +0.1%
140 141
142
143 144