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 %
TMAM
976
Tokio Marine Asset Management
Japan
$11M +$510K +2,997 +5%
BMM
977
Buffington Mohr McNeal
Idaho
$11M -$146K -858 -1%
WTFG
978
Wells Trecaso Financial Group
Ohio
$11M +$27.9K +164 +0.3%
SWM
979
Scissortail Wealth Management
Oklahoma
$11M +$6.05M +35,027 +123%
LSA
980
L & S Advisors
California
$10.9M +$7.36M +43,279 +205%
XWM
981
Xcel Wealth Management
Florida
$10.9M -$117K -685 -1%
LOPW
982
Live Oak Private Wealth
North Carolina
$10.9M +$59.4K +349 +0.5%
NAS
983
Nicolet Advisory Services
Wisconsin
$10.9M -$94.9K -551 -0.9%
BSW
984
Buckingham Strategic Wealth
Missouri
$10.9M +$113K +666 +1%
ECG
985
Edge Capital Group
Georgia
$10.9M +$2.57M +15,098 +31%
IPW
986
Invictus Private Wealth
Colorado
$10.9M -$128K -750 -1%
DWM
987
Dorchester Wealth Management
Quebec, Canada
$10.8M -$188K -1,105 -2%
HI
988
Horizon Investments
North Carolina
$10.8M -$2.24M -13,222 -17%
LWANC
989
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.8M +$219K +1,289 +2%
VWA
990
Visionary Wealth Advisors
Illinois
$10.8M -$65.3K -384 -0.6%
FM
991
Foster & Motley
Ohio
$10.8M -$812K -4,775 -7%
BCM
992
Barometer Capital Management
Ontario, Canada
$10.8M -$2.43M -14,380 -18%
SVWAG
993
Sound View Wealth Advisors Group
Georgia
$10.7M +$60.6K +356 +0.6%
HBT
994
Hills Bank & Trust
Iowa
$10.7M -$94.9K -558 -0.9%
GLLW
995
Graves Light Lenhart Wealth
Virginia
$10.7M -$239K -1,403 -2%
AC
996
Addenda Capital
Quebec, Canada
$10.7M -$904K -5,315 -8%
FMWA
997
Forvis Mazars Wealth Advisors
Missouri
$10.6M -$309K -1,817 -3%
FA
998
Fagan Associates
New York
$10.6M -$50.7K -298 -0.5%
HRC
999
Hoertkorn Richard Charles
$10.6M -$109K -640 -1%
SBF
1000
Sara-Bay Financial
Florida
$10.6M -$5.44K -32 -0.1%
38 39
40
41 42