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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 %
AIFAIM
3751
American Institute for Advanced Investment Management
Arizona
$235K -$24.7K -145 -9%
CCA
3752
Clearwater Capital Advisors
Illinois
$235K +$235K +1,382 New
BPCA
3753
Bank Pictet & Cie (Asia)
Singapore
$235K – – –
WLIM
3754
White Lighthouse Investment Management
Massachusetts
$234K +$234K +1,378 New
FWSM
3755
First Wilshire Securities Management
California
$234K -$58.8K -345 -20%
VAF
3756
Values Added Financial
District of Columbia
$234K +$234K +1,373 New
KFP
3757
Keystone Financial Planning
Ohio
$232K -$8K -47 -3%
MWM
3758
Modern Wealth Management
Kansas
$232K +$232K +1,364 New
ACA
3759
Ascension Capital Advisors
Texas
$232K -$4.42K -26 -2%
WJA
3760
Willis Johnson & Associates
Texas
$232K +$232K +1,363 New
DSN
3761
D. Scott Neal
Kentucky
$231K +$231K +1,360 New
GRA
3762
Golden Road Advisors
Florida
$231K +$231K +1,359 New
BIP
3763
Blue Investment Partners
California
$231K +$231K +1,358 New
FA
3764
Fermata Advisors
California
$231K -$8K -47 -3%
WPWM
3765
Western Pacific Wealth Management
Illinois
$231K -$56.1K -330 -20%
RIG
3766
Renaissance Investment Group
Massachusetts
$230K +$230K +1,355 New
KCM
3767
Kennedy Capital Management
Missouri
$230K +$230K +1,350 New
CIM
3768
Corbyn Investment Management
Maryland
$229K +$229K +1,349 New
RWM
3769
Revisor Wealth Management
Ohio
$229K +$229K +1,348 New
RIP
3770
RAM Investment Partners
Washington
$229K +$229K +1,346 New
ELM
3771
Elite Life Management
Florida
$229K +$229K +1,346 New
HHGA
3772
Halbert Hargrove Global Advisors
California
$228K +$228K +1,341 New
PFM
3773
Peak Financial Management
Massachusetts
$228K +$228K +1,340 New
AFO
3774
Arrowroot Family Office
California
$228K -$7.14K -42 -3%
AP
3775
Aspect Partners
Virginia
$227K +$227K +1,333 New
149 150
151
152 153