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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 %
CCT
951
Chemung Canal Trust
New York
$12M -$210K -1,237 -2%
JAG
952
Journey Advisory Group
Kentucky
$11.9M -$180K -1,058 -1%
PI
953
Pettee Investors
Connecticut
$11.9M -$121K -714 -1%
PWW
954
Pettyjohn Wood & White
Virginia
$11.9M -$35.2K -207 -0.3%
S
955
SignatureFD
Georgia
$11.9M +$1.04M +6,143 +10%
FNB
956
Farmers National Bank
Kentucky
$11.7M +$119K +700 +1%
GH
957
GAM Holding
Switzerland
$11.7M -$1.75M -10,312 -13%
WSCM
958
Wellington Shields Capital Management
New York
$11.6M +$100K +588 +0.9%
CIA
959
Concurrent Investment Advisors
Florida
$11.6M +$11.6M +68,218 New
CL
960
Choreo LLC
Illinois
$11.6M +$4.64M +27,253 +67%
NGA
961
Naples Global Advisors
Florida
$11.5M -$62.3K -366 -0.5%
OCM
962
One Capital Management
California
$11.5M -$155K -912 -1%
AWM
963
Avitas Wealth Management
California
$11.4M +$2.79M +16,421 +32%
VFM
964
Viking Fund Management
North Dakota
$11.4M -$3.4M -20,000 -23%
BOC
965
Barbara Oil Co
Illinois
$11.4M – – –
CWP
966
Cyndeo Wealth Partners
Florida
$11.4M -$784K -4,609 -6%
RWM
967
Ritholtz Wealth Management
New York
$11.4M +$1.09M +6,387 +11%
GAM
968
Griffin Asset Management
New York
$11.3M +$46.1K +271 +0.4%
SCM
969
Stevens Capital Management
Pennsylvania
$11.3M +$8.6M +50,555 +314%
BWM
970
Buckley Wealth Management
Nevada
$11.3M -$131K -770 -1%
JAM
971
JCIC Asset Management
Ontario, Canada
$11.2M -$49.3K -290 -0.4%
Group One Trading
972
Group One Trading
Illinois
$11.1M -$23.9M -140,267 -68%
AAM
973
AR Asset Management
California
$11.1M – – –
NEAM
974
New England Asset Management
Connecticut
$11.1M -$4.71M -27,700 -30%
GIM
975
Generate Investment Management
New Zealand
$11.1M +$11.1M +65,069 New
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