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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 %
SC
3576
Schiavi & Co
Delaware
$314K – – –
HWM
3577
HFR Wealth Management
New York
$314K – – –
PPWM
3578
Paragon Private Wealth Management
Kentucky
$314K +$314K +1,844 New
RJTCONH
3579
Raymond James Trust Company of New Hampshire
New Hampshire
$313K -$8.34K -49 -3%
ONSWM
3580
Old North State Wealth Management
North Carolina
$313K +$47.5K +279 +18%
VLC
3581
Van Leeuwen & Company
New Jersey
$312K +$4.42K +26 +1%
SSW
3582
Smith Shellnut Wilson
Mississippi
$312K – – –
AGM
3583
Alpine Global Management
New York
$311K +$311K +1,831 New
GWA
3584
Gratus Wealth Advisors
Virginia
$310K +$310K +1,823 New
AM
3585
Atwater Malick
Pennsylvania
$310K +$310K +1,823 New
GAA
3586
Guardian Asset Advisors
Pennsylvania
$310K +$310K +1,822 New
DP
3587
Denver PWM
Colorado
$310K -$50.2K -292 -14%
SWMG
3588
Sanchez Wealth Management Group
Florida
$309K -$2.55K -15 -0.8%
AAM
3589
Ameraudi Asset Management
New York
$309K – – –
FZCM
3590
Flynn Zito Capital Management
New York
$308K +$12.6K +74 +4%
FAN
3591
Financial Advisors Network
California
$308K -$61.2K -360 -17%
IPW
3592
IronBridge Private Wealth
Texas
$305K +$24.8K +146 +9%
CCIA
3593
Cherry Creek Investment Advisors
Colorado
$305K +$2.21K +13 +0.7%
SFMG
3594
Sage Financial Management Group
Virginia
$304K +$304K +1,787 New
TFP
3595
Traction Financial Partners
Wyoming
$304K +$304K +1,786 New
BCMLT
3596
Beacon Capital Management LLC (Tennessee)
Tennessee
$303K +$145 +1 +0%
AP
3597
Arlington Partners
Alabama
$303K -$178K -1,047 -37%
SCM
3598
Sage Capital Management
New Jersey
$303K +$303K +1,780 New
CFGA
3599
Cambridge Financial Group (Arizona)
Arizona
$303K +$303K +1,778 New
LFRG
3600
Lazard Frères Gestion
France
$302K +$302K +1,775 New
142 143
144
145 146