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JPMorgan Chase
JPM

Overview Fund Activity

3,961 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 447 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
3,961
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.07%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
447
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
1
Morgan Stanley
New York
$22.1B
2
State Street
2
State Street
Massachusetts
$21.3B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.83B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
3
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
5
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
3951
Goodman Advisory Group
Massachusetts
$15.8K – – –
PPWM
3952
PFG Private Wealth Management
Florida
$11.6K -$33K -194 -74%
HWM
3953
HighMark Wealth Management
Minnesota
$10.4K +$170 +1 +2%
WA
3954
WestEnd Advisors
North Carolina
$9.55K -$2.9K -17 -23%
YAL
3955
Your Advocates Ltd
Texas
$8.51K – – –
RG
3956
Retirement Group
California
$8.17K +$2.55K +15 +45%
PS
3957
PayPay Securities
Japan
$7.06K -$8.44K -49 -54%
JFG
3958
JDM Financial Group
Texas
$4.93K -$5.27K -31 -52%
TFG
3959
Team Financial Group
California
$4.93K – – –
CJ
3960
Caitlin John
Michigan
$3.81K +$3.81K +22 New
SWM
3961
Sanctuary Wealth Management
Idaho
$3.4K – – –
IA
3962
IFS Advisors
Kansas
$1.85K – – –
IWA
3963
IBEX Wealth Advisors
New Jersey
$450 -$222K -1,480 -100%
CF
3964
Cantor Fitzgerald
New York
– -$56.7M -390,700 Closed
IMC Chicago
3965
IMC Chicago
Illinois
– -$41M -282,486 Closed
LCM
3966
Laurion Capital Management
New York
– -$30.1M -207,669 Closed
MMA
3967
Mizuho Markets Americas
New York
– -$24.7M -170,060 Closed
ECP
3968
Empyrean Capital Partners
California
– -$18.6M -128,000 Closed
VIM
3969
Vancity Investment Management
British Columbia, Canada
– -$13.7M -94,167 Closed
GCM
3970
Genus Capital Management
British Columbia, Canada
– -$12M -82,515 Closed
AF
3971
Ally Financial
Michigan
– -$10.4M -72,000 Closed
WP
3972
Waycross Partners
Kentucky
– -$9.53M -65,703 Closed
Twin Tree Management
3973
Twin Tree Management
Texas
– -$8.86M -61,108 Closed
GC
3974
Gillson Capital
Illinois
– -$7.85M -54,097 Closed
Parallax Volatility Advisers
3975
Parallax Volatility Advisers
California
– -$7.5M -51,723 Closed
157 158
159
160 161