JPM icon

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 %
AMBIA
851
Allen Mooney & Barnes Investment Advisors
Georgia
$14.5M +$138K +811 +1%
GJCM
852
Grand Jean Capital Management
California
$14.5M +$266K +1,565 +2%
BRCM
853
Bright Rock Capital Management
Massachusetts
$14.5M – – –
JIR
854
James Investment Research
Ohio
$14.4M -$557K -3,274 -4%
OHIS
855
Oak Harvest Investment Services
Texas
$14.3M -$4.5M -26,466 -24%
EF
856
Empowered Funds
Pennsylvania
$14.3M -$2.72M -16,019 -16%
PAM
857
Palisade Asset Management
Minnesota
$14.3M +$41.3K +243 +0.3%
HVIA
858
Hudson Valley Investment Advisors
New York
$14.3M -$636K -3,700 -4%
TCM
859
Tufton Capital Management
Maryland
$14.3M -$496K -2,916 -3%
CC
860
Cannell & Co
New York
$14.3M +$266K +1,563 +2%
ECM
861
Everence Capital Management
Indiana
$14.2M – – –
AF
862
Allworth Financial
California
$14.2M +$145K +855 +1%
NPT
863
Nixon Peabody Trust
Massachusetts
$14.2M +$11.7M +68,986 +475%
FSA
864
Fort Sheridan Advisors
Illinois
$14.2M +$459K +2,701 +3%
KCPG
865
Kavar Capital Partners Group
Kansas
$14.2M +$7.24M +42,542 +104%
RP
866
Rice Partnership
Hawaii
$14.2M +$187K +1,097 +1%
MIC
867
Means Investment Company
Maine
$14.2M -$429K -2,523 -3%
CCM
868
Coldstream Capital Management
Washington
$14.1M +$448K +2,634 +3%
TCA
869
Transcend Capital Advisors
New Jersey
$14M +$563K +3,309 +4%
WIC
870
Woodmont Investment Counsel
Tennessee
$14M +$144K +849 +1%
FIA
871
Foundations Investment Advisors
Arizona
$14M +$1.4M +8,068 +11%
SWM
872
Stockman Wealth Management
Montana
$13.9M -$26.5K -156 -0.2%
HFS
873
Haverford Financial Services
Pennsylvania
$13.9M -$21.4K -126 -0.2%
VIM
874
Vinva Investment Management
Australia
$13.9M +$2.97M +17,463 +27%
VF
875
Vest Financial
Virginia
$13.9M +$2.78M +16,314 +25%
33 34
35
36 37