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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 %
OCG
3726
Opus Capital Group
Ohio
$247K -$68.4K -403 -22%
NEPPG
3727
New England Professional Planning Group
Rhode Island
$247K -$7.65K -45 -3%
EMAM
3728
Encompass More Asset Management
California
$247K +$247K +1,452 New
BCM
3729
Basso Capital Management
Connecticut
$247K – – –
SBCM
3730
Silverberg Bernstein Capital Management
New York
$246K +$246K +1,449 New
PO
3731
Private Ocean
California
$246K +$6.8K +40 +3%
CFS
3732
Cannon Financial Strategists
Georgia
$246K +$246K +1,445 New
KFS
3733
Kelly Financial Services
Massachusetts
$245K +$18K +106 +8%
PCMK
3734
Paragon Capital Management (Kansas)
Kansas
$245K – – –
DWMG
3735
DB Wealth Management Group
California
$245K +$170 +1 +0.1%
FWM
3736
FFT Wealth Management
Pennsylvania
$244K +$244K +1,433 New
GC
3737
Gibson Capital
Pennsylvania
$244K +$36.7K +216 +18%
PWA
3738
Peterson Wealth Advisors
Utah
$243K +$1.36K +8 +0.6%
EAM
3739
Empirical Asset Management
Massachusetts
$242K +$681 +4 +0.3%
SWP
3740
Significant Wealth Partners
Illinois
$242K +$242K +1,424 New
AMR
3741
Asset Management Resources
Massachusetts
$242K -$52.4K -308 -18%
DBRC
3742
D.B. Root & Company
Pennsylvania
$241K +$241K +1,419 New
IWN
3743
Independent Wealth Network
Iowa
$241K -$3.74K -22 -2%
LAM
3744
Lountzis Asset Management
Pennsylvania
$241K +$241K +1,415 New
KL
3745
KWMG LLC
Kansas
$240K -$8.68K -51 -3%
VAM
3746
Verity Asset Management
North Carolina
$240K +$240K +1,408 New
WCP
3747
Wick Capital Partners
Pennsylvania
$239K +$239K +1,405 New
MAM
3748
Mainsail Asset Management
Alabama
$237K +$237K +1,394 New
SA
3749
Sicart Associates
New York
$236K – – –
PVAMC
3750
PPS&V Asset Management Consultants
Michigan
$235K +$851 +5 +0.4%
148 149
150
151 152