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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 %
CCA
3776
Cadent Capital Advisors
Oklahoma
$226K +$226K +1,331 New
SIM
3777
Sterling Investment Management
Arizona
$226K +$226K +1,330 New
FWM
3778
Fortress Wealth Management
California
$226K +$226K +1,330 New
RK
3779
Rather & Kittrell
Tennessee
$226K +$226K +1,327 New
EC
3780
Eaton-Cambridge
Arizona
$224K +$224K +1,316 New
AAS
3781
Asset Allocation Strategies
Michigan
$223K +$223K +1,313 New
TFG
3782
Tilson Financial Group
New Jersey
$223K +$223K +1,311 New
AWM
3783
AAF Wealth Management
Massachusetts
$223K +$223K +1,310 New
CWA
3784
Centennial Wealth Advisory
Michigan
$222K -$15K -88 -6%
VBFP
3785
Valtinson Bruner Financial Planning
Minnesota
$222K -$40.1K -236 -15%
SFP
3786
Sterling Financial Planning
New Jersey
$222K -$25.5K -150 -10%
CMP
3787
Coston McIsaac & Partners
Maine
$222K +$7.46K +44 +3%
AWC
3788
Adamsbrown Wealth Consultants
Kansas
$222K +$222K +1,305 New
NCM
3789
Northwest Capital Management
Oregon
$222K – – –
EI
3790
EDMP Inc
Florida
$221K +$221K +1,301 New
OA
3791
Oxbow Advisors
Texas
$221K +$221K +1,300 New
D
3792
Dentgroup
Louisiana
$220K -$45.4K -267 -17%
A
3793
AJOVista
Massachusetts
$220K +$220K +1,291 New
RFN
3794
Redwood Financial Network
Ohio
$219K +$219K +1,288 New
NCMW
3795
Northern Capital Management (Washington)
Washington
$219K -$167K -980 -43%
CC
3796
Capital Counsel
New York
$218K -$69.7K -410 -24%
NI
3797
NDVR Inc
Massachusetts
$218K +$218K +1,280 New
ACM
3798
Alamar Capital Management
California
$218K +$218K +1,280 New
SCA
3799
Scott Capital Advisors
Oregon
$218K +$218K +1,279 New
PA
3800
Planning Alternatives
Michigan
$217K +$217K +1,276 New
150 151
152
153 154