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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 %
RMC
651
Resources Management Corp
Connecticut
$23.4M -$96.4K -567 -0.4%
B
652
Bailard
California
$23.3M -$72.6K -427 -0.3%
DMIC
653
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.2M -$594K -3,494 -2%
VW
654
Vantage Wealth
California
$23.2M +$1.29M +7,556 +6%
PFS
655
Prospera Financial Services
Texas
$23.1M +$159K +936 +0.7%
OPCM
656
Osborne Partners Capital Management
California
$22.9M +$62.4K +367 +0.3%
Jones Financial Companies
657
Jones Financial Companies
Missouri
$22.9M +$881K +5,182 +4%
ECM
658
Evergreen Capital Management
Washington
$22.8M +$63.3K +372 +0.3%
AIMC
659
Alley Investment Management Company
Illinois
$22.8M +$1.24M +7,266 +6%
TC
660
TownSquare Capital
Utah
$22.5M -$2.25M -13,249 -9%
MC
661
Moors & Cabot
Massachusetts
$22.5M -$109K -641 -0.5%
KCM
662
Kanawha Capital Management
Virginia
$22.5M -$601K -3,533 -3%
IWC
663
Integrated Wealth Concepts
Massachusetts
$22.5M +$3.65M +21,472 +19%
AWCI
664
Alpine Woods Capital Investors
New York
$22.5M -$636K -3,737 -3%
GVAG
665
Great Valley Advisor Group
Delaware
$22.4M +$674K +3,962 +3%
AFG
666
Albion Financial Group
Utah
$22.4M +$303K +1,781 +1%
RC
667
RBO & Co
California
$22.3M -$681K -4,005 -3%
RAM
668
Rempart Asset Management
Canada
$22.2M -$357K -2,098 -2%
GIA
669
Gladstone Institutional Advisory
Florida
$22.2M +$1.91M +11,251 +9%
VLKIM
670
Van Lanschot Kempen Investment Management
Netherlands
$22.1M -$8.85K -52 -0%
SGK
671
Steigerwald Gordon & Koch
Virginia
$22.1M +$119K +699 +0.5%
FLII
672
First Long Island Investors
New York
$22M -$552K -3,244 -2%
NCM
673
Noesis Capital Mangement
Florida
$22M -$263K -1,546 -1%
VC
674
Vestor Capital
Illinois
$21.9M +$9.28M +54,561 +73%
NCM
675
Narwhal Capital Management
Georgia
$21.9M +$691K +4,063 +3%
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