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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 %
BFIM
826
Beese Fulmer Investment Management
Ohio
$15.4M +$159K +934 +1%
GIA
827
GHP Investment Advisors
Colorado
$15.4M +$116K +684 +0.8%
TC
828
Telemus Capital
Michigan
$15.4M +$4.08K +24 +0%
MC
829
Middleton & Co
Massachusetts
$15.4M -$278K -1,634 -2%
DWT
830
Dorsey & Whitney Trust
South Dakota
$15.3M +$1.05M +6,180 +7%
CFC
831
Cincinnati Financial Corp
Ohio
$15.3M – – –
BIA
832
Biondo Investment Advisors
Pennsylvania
$15.3M -$241K -1,418 -2%
OMC
833
Overbrook Management Corp
New York
$15.3M -$176K -1,033 -1%
LIM
834
Leavell Investment Management
Alabama
$15.2M +$176K +1,036 +1%
WFMPM
835
Woodley Farra Manion Portfolio Management
Indiana
$15.1M -$298K -1,754 -2%
NCM
836
Novare Capital Management
North Carolina
$15.1M +$526K +3,090 +4%
CAMG
837
CWA Asset Management Group
Florida
$15.1M +$119K +700 +0.8%
FTC
838
Farmers Trust Company
Ohio
$15M -$2.05M -12,077 -12%
SWA
839
Stratos Wealth Advisors
Ohio
$15M +$1.39M +8,180 +10%
TSW
840
Thompson Siegel & Walmsley
Virginia
$14.9M -$2.82M -16,579 -16%
EARNEST Partners
841
EARNEST Partners
Georgia
$14.9M -$55.6K -327 -0.4%
MOS
842
MGO One Seven
Ohio
$14.8M +$1.03M +6,059 +7%
MA
843
Montag & Associates
Georgia
$14.8M -$114K -670 -0.8%
CCM
844
Cohen Capital Management
California
$14.7M – – –
LWM
845
Lyell Wealth Management
California
$14.7M +$150K +880 +1%
SFS
846
Sowell Financial Services
Arkansas
$14.7M -$91.2K -536 -0.6%
BHWM
847
Bar Harbor Wealth Management
New Hampshire
$14.7M -$6.8K -40 -0%
CCFCSB
848
Cape Cod Five Cents Savings Bank
Massachusetts
$14.6M -$15M -87,896 -51%
BFG
849
Bleakley Financial Group
New Jersey
$14.6M +$243K +1,430 +2%
H
850
HoyleCohen
California
$14.6M -$82.3K -484 -0.6%
32 33
34
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