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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 %
JPLA
3801
Joseph P. Lucia & Associates
New York
$216K -$28.9K -170 -12%
WWG
3802
West Wealth Group
California
$216K +$216K +1,272 New
HIS
3803
Horizon Investment Services
Indiana
$216K +$216K +1,271 New
PSC
3804
Prentiss Smith & Co
Vermont
$216K -$102K -600 -32%
B
3805
Bensler
Washington
$215K -$45.6K -268 -17%
PFA
3806
Plotkin Financial Advisors
Maryland
$215K +$215K +1,264 New
AWM
3807
Abound Wealth Management
Tennessee
$215K +$12.4K +73 +6%
CA
3808
Crane Advisory
California
$214K +$214K +1,240 New
FWS
3809
FinDec Wealth Services
California
$213K +$213K +1,255 New
BBW
3810
Blue Barn Wealth
Utah
$213K -$81.1K -477 -28%
4WM
3811
4J Wealth Management
Virginia
$213K +$213K +1,252 New
FFW
3812
Fusion Family Wealth
New York
$213K +$213K +1,250 New
GCM
3813
G2 Capital Management
Ohio
$212K +$212K +1,246 New
HSWM
3814
Hubbell Strickland Wealth Management
Louisiana
$212K +$212K +1,246 New
CPA
3815
Clear Point Advisors
New York
$212K +$212K +1,244 New
GCA
3816
Genesee Capital Advisors
New York
$211K +$211K +1,241 New
HIM
3817
Hanlon Investment Management
New Jersey
$211K -$31.3K -184 -13%
CFC
3818
Coyle Financial Counsel
Illinois
$210K +$210K +1,236 New
FCG
3819
Financial Connections Group
California
$209K – – –
FWM
3820
FMB Wealth Management
California
$209K +$209K +1,228 New
KCIC
3821
Kuhn & Co Investment Counsel
Illinois
$208K +$208K +1,222 New
ES
3822
ETF Store
Kansas
$207K +$207K +1,216 New
MSE
3823
MUFG Securities EMEA
United Kingdom
$206K +$191K +1,121 +1,260%
BBNB
3824
Baker Boyer National Bank
Washington
$206K +$206K +1,210 New
PSIWM
3825
Paradigm Strategies in Wealth Management
Minnesota
$206K +$206K +1,209 New
151 152
153
154 155