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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 %
GCP
3701
Gill Capital Partners
Colorado
$260K +$260K +1,526 New
BHWM
3702
Beaird Harris Wealth Management
Texas
$259K +$16K +94 +7%
WHCI
3703
W.H. Cornerstone Investments
Massachusetts
$258K +$16.3K +96 +7%
SWM
3704
Seed Wealth Management
Illinois
$257K – – –
DB
3705
Dravo Bay
Delaware
$257K +$257K +1,508 New
GWAG
3706
Garrett Wealth Advisory Group
Texas
$256K +$9.87K +58 +4%
KFP
3707
Keener Financial Planning
Texas
$256K +$256K +1,507 New
QCIG
3708
Quad-Cities Investment Group
Iowa
$255K +$3.61K +21 +1%
HF
3709
Halpern Financial
Virginia
$255K +$7.54K +44 +3%
CAG
3710
Curtis Advisory Group
California
$255K – – –
BLAM
3711
Bourne Lent Asset Management
New York
$255K – – –
TWM
3712
Trevian Wealth Management
Massachusetts
$255K -$27.2K -160 -10%
CMS
3713
Capital Market Strategies
Florida
$254K +$170 +1 +0.1%
LFASL
3714
Lugano Financial Advisors SA (LFA)
Switzerland
$253K +$17.9K +105 +8%
YCG
3715
Yeomans Consulting Group
Georgia
$253K +$253K +1,489 New
SCM
3716
Sebold Capital Management
Illinois
$253K -$47.8K -281 -16%
FIC
3717
Family Investment Center
Missouri
$252K – – –
WCM
3718
Wallace Capital Management
Texas
$252K -$68K -400 -21%
RCM
3719
Rain Capital Management
Oregon
$251K -$27.6K -162 -10%
IA
3720
IMZ Advisory
Florida
$251K +$251K +1,402 New
AL
3721
ACAS LLC
California
$251K -$850 -5 -0.3%
LIG
3722
Lokken Investment Group
Delaware
$249K -$4.59K -27 -2%
BWG
3723
Balanced Wealth Group
Ohio
$249K +$249K +1,464 New
AA
3724
AlphaMark Advisors
Kentucky
$249K – – –
FCC
3725
Flower City Capital
New York
$248K -$510 -3 -0.2%
147 148
149
150 151