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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 %
BFM
926
Boston Financial Management
Massachusetts
$12.6M +$496K +2,913 +4%
ST
927
Spinnaker Trust
Maine
$12.6M +$277K +1,627 +2%
ATPW
928
Ashton Thomas Private Wealth
Arizona
$12.6M +$106K +623 +0.8%
SW
929
SteelPeak Wealth
California
$12.5M -$7.51M -44,177 -37%
SB
930
Simmons Bank
Arkansas
$12.5M -$394K -2,314 -3%
AIA
931
Allied Investment Advisors
Montana
$12.5M +$28.2K +166 +0.2%
LFAS
932
Level Four Advisory Services
Texas
$12.5M -$390K -2,294 -3%
GP
933
Girard Partners
Pennsylvania
$12.5M -$187K -1,100 -1%
NG
934
NatWest Group
United Kingdom
$12.4M +$2.34M +13,758 +23%
HT
935
Heritage Trust
Oklahoma
$12.4M -$6.29K -37 -0.1%
CK
936
Cohen Klingenstein
New York
$12.4M – – –
SAM
937
Strategy Asset Managers
California
$12.4M +$288K +1,696 +2%
MSS
938
Mitchell Sinkler & Starr
Pennsylvania
$12.3M +$1.15M +6,755 +10%
CM
939
Castleark Management
Illinois
$12.3M +$3.51M +20,635 +40%
HP
940
Holowesko Partners
Bahamas
$12.3M – – –
ERIM
941
Eagle Ridge Investment Management
Connecticut
$12.2M +$15K +88 +0.1%
TCM
942
TAM Capital Management
Connecticut
$12.2M +$12.2M +71,757 New
CCG
943
Cypress Capital Group
Florida
$12.2M -$236K -1,389 -2%
FTDI
944
First Trust Direct Indexing
Massachusetts
$12.2M +$1.55M +9,119 +15%
WC
945
Woodstock Corp
Massachusetts
$12.2M +$85.9K +505 +0.7%
WIC
946
WealthBridge Investment Counsel
Alberta, Canada
$12.2M -$351K -2,065 -3%
SIC
947
SFE Investment Counsel
California
$12.1M -$407K -2,394 -3%
VHAM
948
Van Hulzen Asset Management
California
$12.1M +$3.91M +23,001 +48%
LPT
949
Legacy Private Trust
Wisconsin
$12.1M -$107K -631 -0.9%
CCB
950
Country Club Bank
Missouri
$12M -$181K -1,065 -1%
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