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 %
SMFG
876
Sumitomo Mitsui Financial Group
Japan
$13.9M +$943K +5,541 +7%
CB
877
Community Bank
New York
$13.8M -$224K -1,316 -2%
SBIA
878
Sheaff Brock Investment Advisors
Indiana
$13.8M +$915K +5,378 +7%
MC
879
Miramar Capital
Illinois
$13.7M -$3.06M -17,966 -18%
IAN
880
Integrated Advisors Network
Texas
$13.7M -$253K -1,489 -2%
TF
881
Tompkins Financial
New York
$13.7M +$968K +5,690 +8%
PNAA
882
Pictet North America Advisors
Switzerland
$13.7M +$153K +897 +1%
JWBC
883
J.W. Burns & Co
New York
$13.6M -$64.1K -377 -0.5%
TI
884
Tidal Investments
Wisconsin
$13.6M +$1.06M +6,260 +8%
FFP
885
FourThought Financial Partners
Florida
$13.6M -$181K -1,062 -1%
M2MC
886
Matthew 25 Management Corp
Pennsylvania
$13.6M -$851K -5,000 -6%
GAI
887
General American Investors
New York
$13.6M – – –
AP
888
Archon Partners
New Jersey
$13.6M +$340K +2,000 +3%
BWFA
889
Baltimore-Washington Financial Advisors
Maryland
$13.6M +$723K +4,250 +6%
DT
890
Diversified Trust
Tennessee
$13.6M -$762K -4,482 -5%
VAS
891
Valicenti Advisory Services
New York
$13.6M -$21.1K -124 -0.2%
MFAM
892
Motley Fool Asset Management
Virginia
$13.5M +$675K +3,967 +5%
CPIG
893
Chicago Partners Investment Group
Illinois
$13.4M -$793K -4,649 -6%
SFI
894
Siemens Fonds Invest
Germany
$13.4M +$1.2M +7,077 +10%
CWM
895
Circle Wealth Management
New Jersey
$13.4M +$135K +791 +1%
GI
896
GLOBALT Investments
Georgia
$13.3M +$13.3M +77,997 New
BWP
897
Barlow Wealth Partners
Kentucky
$13.3M +$13.3M +77,923 New
CAS
898
Coppell Advisory Solutions
Texas
$13.2M +$10.1M +59,120 +316%
WAM
899
Winslow Asset Management
Ohio
$13.2M +$124K +728 +0.9%
WF
900
WoodTrust Financial
Wisconsin
$13.2M +$300K +1,763 +2%
34 35
36
37 38