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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 %
WB
751
Webster Bank
Connecticut
$18.1M +$250K +1,471 +1%
HCM
752
Hodges Capital Management
Texas
$18M +$9.74M +35,344 +118%
JWM
753
JGP Wealth Management
Oregon
$18M +$200K +1,177 +1%
CTA
754
Colonial Trust Advisors
South Carolina
$18M -$262K -1,541 -1%
KWM
755
Kingsview Wealth Management
Oregon
$18M -$427K -2,513 -2%
FAT
756
First American Trust
California
$17.9M +$717K +4,215 +4%
RCP
757
Rothschild Capital Partners
New York
$17.7M +$176K +1,034 +1%
FA
758
Fiduciary Alliance
South Carolina
$17.7M +$35K +206 +0.2%
UBV
759
United Bank (Virginia)
Virginia
$17.6M +$42.7K +251 +0.2%
MA
760
Mutual Advisors
Nebraska
$17.6M +$2.09M +12,266 +13%
NSLI
761
Nan Shan Life Insurance
Taiwan
$17.6M -$10.1M -59,090 -36%
KRSITF
762
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$17.5M +$186K +1,096 +1%
EF
763
Empirical Finance
Pennsylvania
$17.5M +$88.5K +520 +0.5%
TW
764
Transform Wealth
Colorado
$17.5M -$48.5K -285 -0.3%
DIA
765
Dana Investment Advisors
Wisconsin
$17.4M +$8.81M +51,810 +102%
FCH
766
Freestone Capital Holdings
Washington
$17.4M +$179K +1,050 +1%
FAM
767
Fred Alger Management
New York
$17.4M -$1.72M -10,091 -9%
CGIM
768
Capital Group Investment Management
Singapore
$17.4M -$16M -93,868 -48%
CSPIA
769
Cary Street Partners Investment Advisory
Virginia
$17.4M -$114K -671 -0.7%
BFA
770
Bragg Financial Advisors
North Carolina
$17.4M -$246K -1,448 -1%
PWP
771
Perfromance Wealth Partners
Illinois
$17.4M +$91.3K +537 +0.5%
TTWM
772
TCV Trust & Wealth Management
Virginia
$17.4M -$527K -3,101 -3%
TIP
773
Torray Investment Partners
Maryland
$17.3M -$57.7K -339 -0.3%
CIG
774
Cullen Investment Group
Louisiana
$17.2M +$17.2M +101,101 New
TW
775
TritonPoint Wealth
Maryland
$17.1M +$17.1M +100,642 New
29 30
31
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