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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 %
ACIM
676
Azimuth Capital Investment Management
Michigan
$21.8M -$741K -4,359 -3%
PWM
677
Perigon Wealth Management
California
$21.8M +$753K +4,426 +4%
BCM
678
Bourgeon Capital Management
Connecticut
$21.7M -$243K -1,430 -1%
TA
679
TruWealth Advisors
Louisiana
$21.7M +$341K +2,004 +2%
BBA
680
BLB&B Advisors
Pennsylvania
$21.7M +$10.5K +62 +0%
SCA
681
Snowden Capital Advisors
New York
$21.7M -$7.12M -41,865 -25%
EAM
682
Exane Asset Management
France
$21.6M +$21.6M +126,800 New
LF
683
Longbow Finance
Switzerland
$21.4M +$983K +5,779 +5%
CIA
684
Choate Investment Advisors
Massachusetts
$21.3M +$1.16M +6,836 +6%
AF
685
Alerus Financial
North Dakota
$21.3M +$4.52M +26,593 +27%
WI
686
Wafra Inc
New York
$21.2M -$31.1M -182,943 -59%
CANC
687
Culbertson A N & Co
Virginia
$21.2M -$74K -435 -0.3%
HSA
688
HBK Sorce Advisory
Pennsylvania
$21.2M -$2.06M -12,139 -9%
MYLI
689
Meiji Yasuda Life Insurance
Japan
$21.1M +$4.26M +25,046 +25%
MAM
690
Martingale Asset Management
Massachusetts
$21M -$366K -2,152 -2%
GT
691
Greenleaf Trust
Michigan
$21M +$234K +1,376 +1%
ASN
692
Advisory Services Network
Georgia
$21M -$398K -2,341 -2%
NRG
693
Nemes Rush Group
Michigan
$20.9M +$196K +1,150 +0.9%
SC
694
Savant Capital
Illinois
$20.9M +$1.05M +6,200 +5%
PA
695
Parallel Advisors
California
$20.9M -$184K -1,080 -0.9%
KFP
696
KMG Fiduciary Partners
Ohio
$20.9M -$232K -1,361 -1%
PMG
697
ProVise Management Group
Florida
$20.8M +$289K +1,698 +1%
AWM
698
Apollon Wealth Management
South Carolina
$20.8M +$6.77M +39,794 +48%
CHAM
699
Clear Harbor Asset Management
Connecticut
$20.6M -$61.2K -360 -0.3%
CA
700
Clearstead Advisors
Ohio
$20.5M -$20.4M -119,816 -50%
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