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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 %
WTB
726
Washington Trust Bank
Washington
$19.1M +$248K +1,457 +1%
RWA
727
Roberts Wealth Advisors
California
$18.9M -$158K -310 -0.8%
FCBT
728
First Citizens Bank & Trust
North Carolina
$18.9M +$1.55M +9,118 +9%
DP
729
Dearborn Partners
Illinois
$18.9M -$21.3K -125 -0.1%
SIMG
730
Sonora Investment Management Group
Arizona
$18.9M +$682K +4,009 +4%
JPMIA
731
J.P. Marvel Investment Advisors
Massachusetts
$18.8M -$67.2K -395 -0.4%
BIC
732
Beach Investment Counsel
Pennsylvania
$18.7M -$202K -1,186 -1%
M
733
MOTCO
Texas
$18.6M -$1.33M -7,791 -7%
TYCC
734
Texas Yale Capital Corp
Florida
$18.6M -$22.6K -133 -0.1%
SCM
735
Shelton Capital Management
Colorado
$18.5M -$422K -2,479 -2%
CAC
736
Core Alternative Capital
Georgia
$18.5M -$6.68M -39,287 -27%
MYAM
737
Meiji Yasuda Asset Management
Japan
$18.5M +$2.08M +12,238 +13%
BCV
738
Banque Cantonale Vaudoise
Switzerland
$18.4M +$1.87K +11 +0%
HLCM
739
Hi-Line Capital Management
South Dakota
$18.4M -$1.75M -10,295 -9%
GIM
740
Grassi Investment Management
California
$18.4M -$84.5K -497 -0.5%
GCA
741
Guardian Capital Advisors
Ontario, Canada
$18.4M -$1.16M -6,759 -6%
CAM
742
Congress Asset Management
Massachusetts
$18.2M -$844K -4,964 -4%
CNBT
743
Canandaigua National Bank & Trust
New York
$18.2M -$501K -2,947 -3%
WIC
744
Willis Investment Counsel
Georgia
$18.2M -$34K -200 -0.2%
SHFA
745
SS&H Financial Advisors
Michigan
$18.2M -$170 -1 -0%
CWM
746
Cabot Wealth Management
Massachusetts
$18.1M -$340K -2,000 -2%
WC
747
Whitney & Co
New York
$18.1M -$17K -100 -0.1%
HIP
748
HUB Investment Partners
Texas
$18.1M +$13.2M +77,506 +268%
SWM
749
Spire Wealth Management
Virginia
$18.1M +$1.12M +6,591 +7%
AAM
750
Advisors Asset Management
Colorado
$18.1M -$9M -52,904 -33%
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