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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 %
CWA
3676
Clarus Wealth Advisors
Arizona
$268K +$268K +1,602 New
ACM
3677
Avalon Capital Management
California
$268K – – –
CCM
3678
Chickasaw Capital Management
Tennessee
$268K +$12.8K +75 +5%
AWM
3679
Able Wealth Management
New Jersey
$268K +$268K +1,573 New
ACP
3680
Arcus Capital Partners
Georgia
$267K -$108K -636 -29%
GCL
3681
Gouws Capital LLC
North Carolina
$267K -$111K -655 -29%
SRWM
3682
Shira Ridge Wealth Management
California
$267K +$4.59K +27 +2%
MFG
3683
Midwest Financial Group
Kansas
$267K +$267K +1,570 New
CWM
3684
Cedar Wealth Management
California
$267K +$5.78K +34 +2%
TFA
3685
Toth Financial Advisory
Virginia
$267K – – –
ORI
3686
Oak Ridge Investments
Illinois
$266K +$266K +1,566 New
MFG
3687
Mendota Financial Group
Wisconsin
$266K +$183K +1,078 +223%
NRW
3688
Nova R Wealth
Kansas
$265K +$1.53K +9 +0.6%
YWM
3689
Yoder Wealth Management
California
$265K +$6.63K +39 +3%
O3W
3690
Omni 360 Wealth
New Jersey
$265K +$265K +1,555 New
PFP
3691
Paragon Financial Partners
California
$264K -$3.06K -18 -1%
T
3692
TNF
Montana
$264K -$24.4K -141 -8%
BFS
3693
Baskin Financial Services
Ontario, Canada
$263K +$9.7K +57 +4%
UWM
3694
USAdvisors Wealth Management
Minnesota
$263K +$263K +1,546 New
KWM
3695
KFG Wealth Management
Indiana
$262K -$15.8K -93 -6%
CWA
3696
Continuum Wealth Advisors
New York
$261K – – –
EP
3697
Essential Planning
New Hampshire
$261K – – –
SFA
3698
Seneca Financial Advisors
New York
$260K +$1.02K +6 +0.4%
LD
3699
Lipe & Dalton
New York
$260K – – –
BWM
3700
Boyd Wealth Management
California
$260K -$25.5K -150 -9%
146 147
148
149 150