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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
3551
Kinloch Capital
Virginia
$325K +$10.2K +60 +3%
TPWA
3552
Twin Peaks Wealth Advisors
California
$325K +$325K +1,907 New
WA
3553
WESPAC Advisors
California
$324K -$7.65K -45 -2%
RPG
3554
Resource Planning Group
Georgia
$324K – – –
BWA
3555
BlueChip Wealth Advisors
Georgia
$323K +$323K +1,901 New
CAM
3556
Crestone Asset Management
Colorado
$323K -$198K -1,165 -38%
FSCM
3557
Front Street Capital Management
Montana
$322K -$7.31K -43 -2%
SCA
3558
Sage Capital Advisors
South Dakota
$322K +$52.9K +311 +20%
PIS
3559
POM Investment Strategies
North Carolina
$321K +$321K +1,890 New
MPCA
3560
Madison Park Capital Advisors
Washington
$321K +$321K +1,890 New
JTWM
3561
Jackson Thornton Wealth Management
Alabama
$320K +$24.7K +145 +8%
TWA
3562
Tandem Wealth Advisors
Arizona
$320K – – –
RA
3563
Riverstone Advisors
Texas
$320K +$51K +300 +19%
MCM
3564
McDonough Capital Management
Florida
$319K +$2.55K +15 +0.8%
WFPG
3565
Waller Financial Planning Group
Ohio
$319K +$28.1K +165 +10%
DWM
3566
Denver Wealth Management
Colorado
$319K +$2.04K +12 +0.6%
SHWM
3567
Smith & Howard Wealth Management
Georgia
$319K -$2.38K -14 -0.7%
AWM
3568
Adams Wealth Management
Utah
$318K -$6.63K -39 -2%
RFP
3569
Roth Financial Partners
Texas
$318K +$75.7K +445 +31%
RWM
3570
Ruedi Wealth Management
Illinois
$318K +$6.97K +41 +2%
MIM
3571
Meridiem Investment Management
United Kingdom
$317K +$252K +1,482 +390%
TWM
3572
TMD Wealth Management
Arizona
$317K – – –
CM
3573
Columbus Macro
Pennsylvania
$316K -$6.98K -41 -2%
MWA
3574
Motive Wealth Advisors
Michigan
$315K -$109K -639 -26%
DC
3575
Defender Capital
North Carolina
$315K -$1.36K -8 -0.4%
141 142
143
144 145