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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 %
UC
3651
Unio Capital
New Jersey
$280K +$27.9K +164 +11%
MGIA
3652
Matthew Goff Investment Advisor
Texas
$279K – – –
PWM
3653
Power Wealth Management
Georgia
$278K +$278K +1,636 New
CAGAS
3654
Capital Advisory Group Advisory Services
Minnesota
$277K -$13.3K -78 -5%
MF
3655
Manchester Financial
California
$277K -$3.06K -18 -1%
XC
3656
XY Capital
Hong Kong
$277K +$277K +1,628 New
AWM
3657
Avondale Wealth Management
Texas
$276K – – –
JSA
3658
Jacobson & Schmitt Advisors
Wisconsin
$276K – – –
IWP
3659
Insight Wealth Partners
Texas
$276K +$276K +1,620 New
OWM
3660
Orgel Wealth Management
Wisconsin
$275K +$275K +1,619 New
PBF
3661
Petix & Botte Financial
California
$275K – – –
WAM
3662
Worth Asset Management
Texas
$274K +$274K +1,611 New
MWM
3663
Maripau Wealth Management
Indiana
$274K +$11.1K +65 +4%
SSC
3664
Syverson Strege & Co
Iowa
$274K -$16.3K -96 -6%
SC
3665
Saturna Capital
Washington
$274K – – –
CC
3666
Copperleaf Capital
North Carolina
$274K – – –
LAM
3667
Lifestyle Asset Management
Texas
$273K -$19.9K -117 -7%
SPW
3668
Sonoma Private Wealth
California
$272K -$13.4K -79 -5%
PCA
3669
Private Capital Advisors
Connecticut
$272K – – –
HKIMG
3670
Hutchens & Kramer Investment Management Group
Indiana
$272K -$88.5K -520 -25%
PMIA
3671
Patrick Mauro Investment Advisor
Illinois
$272K -$62.9K -370 -19%
KCM
3672
Kendall Capital Management
Maryland
$271K – – –
PWA
3673
Provenance Wealth Advisors
Florida
$271K +$23.5K +138 +9%
RCM
3674
Ridgepath Capital Management
Tennessee
$271K +$271K +1,591 New
LFS
3675
Lutz Financial Services
Nebraska
$269K +$7.48K +44 +3%
145 146
147
148 149