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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 %
DA
3626
Detalus Advisors
Missouri
$292K +$13.4K +79 +5%
FAM
3627
Family Asset Management
South Carolina
$291K +$34K +200 +13%
ARIS
3628
Advanced Research Investment Solutions
California
$291K +$44.6K +262 +18%
OPWM
3629
Oxinas Partners Wealth Management
Indiana
$291K +$2.21K +13 +0.8%
AMG
3630
Asset Management Group
Connecticut
$290K +$2.04K +12 +0.7%
LA
3631
Lakeside Advisors
Washington
$290K +$170 +1 +0.1%
T
3632
TOBAM
France
$290K +$268K +1,576 +1,241%
AFS
3633
Annapolis Financial Services
Maryland
$290K -$4.42K -26 -2%
BMD
3634
Better Money Decisions
New Mexico
$290K +$15.8K +93 +6%
BCM
3635
Bluefin Capital Management
New York
$290K -$85.2K -500 -23%
TFO
3636
Tarbox Family Office
California
$289K -$107K -629 -27%
LAM
3637
LECAP Asset Management
United Kingdom
$289K +$289K +1,697 New
AL
3638
ADE LLC
Maryland
$288K – – –
MWM
3639
MBE Wealth Management
Wisconsin
$284K +$19.9K +117 +8%
HFRG
3640
Houlihan Financial Resource Group
Virginia
$284K -$851 -5 -0.3%
AFA
3641
American Financial Advisors
Georgia
$284K +$2.04K +12 +0.7%
MFA
3642
Morling Financial Advisors
California
$283K +$2.55K +15 +0.9%
MSF
3643
Mustard Seed Financial
Arkansas
$283K +$283K +1,663 New
WCM Investment Management
3644
WCM Investment Management
California
$283K +$283K +1,659 New
SFG
3645
Sterling Financial Group
California
$282K +$41.2K +242 +17%
RLIM
3646
Red Lighthouse Investment Management
New York
$282K +$5.27K +31 +2%
ECAM
3647
East Coast Asset Management
Massachusetts
$282K – – –
C1AG
3648
Client 1st Advisory Group
Florida
$281K – – –
R
3649
Rebalance
California
$281K – – –
GCWM
3650
Graham Capital Wealth Management
District of Columbia
$281K +$7.66K +45 +3%
144 145
146
147 148