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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 %
OWMIAS
3601
One Wealth Management Investment & Advisory Services
Florida
$302K +$302K +1,775 New
WFS
3602
Widmann Financial Services
Maryland
$302K +$302K +1,775 New
APWM
3603
Argonautica Private Wealth Management
Massachusetts
$302K -$170 -1 -0.1%
LFGO
3604
Legacy Financial Group (Oklahoma)
Oklahoma
$302K +$14.5K +85 +5%
GF
3605
Gimbal Financial
Indiana
$302K +$302K +1,774 New
HFF
3606
Halter Ferguson Financial
Indiana
$301K +$301K +1,771 New
LAM
3607
Lewis Asset Management
California
$301K +$301K +1,770 New
SWIM
3608
Smallwood Wealth Investment Management
New Jersey
$301K +$25.5K +150 +9%
WFA
3609
WMG Financial Advisors
Tennessee
$300K +$300K +1,762 New
DJYG
3610
David J. Yvars Group
Florida
$299K – – –
RA
3611
Rise Advisors
New York
$297K +$80.6K +474 +37%
CPA
3612
Capital Performance Advisors
California
$297K +$7.14K +42 +2%
MGWA
3613
Monument Group Wealth Advisors
Massachusetts
$296K +$296K +1,743 New
VBWMG
3614
Von Berge Wealth Management Group
California
$296K -$366K -2,167 -55%
MSFP
3615
Mark Sheptoff Financial Planning
Connecticut
$296K – – –
NRWA
3616
North Ridge Wealth Advisors
Oregon
$295K – – –
MLFP
3617
MPS Loria Financial Planners
Illinois
$295K -$36.9K -217 -11%
CP
3618
Capital Planning
Washington
$294K -$2.55K -15 -0.9%
BFG
3619
Baron Financial Group
New Jersey
$294K – – –
HIF
3620
Hill Island Financial
Michigan
$294K +$294K +1,726 New
RIM
3621
Rockbridge Investment Management
New York
$293K -$6.8K -40 -2%
AFGAS
3622
Allegiance Financial Group Advisory Services
Virginia
$293K +$8.16K +48 +3%
WCM
3623
Washburn Capital Management
Florida
$292K – – –
LWA
3624
Ledgewood Wealth Advisors
New Hampshire
$292K +$292K +1,714 New
CWA
3625
Core Wealth Advisors
Florida
$292K +$123K +722 +73%
143 144
145
146 147