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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 %
NLP
1076
Next Level Private
New York
$9.39M -$103K -606 -1%
RC
1077
Roundview Capital
New Jersey
$9.36M +$700K +4,116 +8%
MCP
1078
Martin Capital Partners
Oregon
$9.34M -$174K -1,022 -2%
CCMINC
1079
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.32M -$42.2K -248 -0.5%
BSC
1080
Brown Shipley & Co
United Kingdom
$9.32M -$22.1K -130 -0.2%
WANY
1081
Wealthspire Advisors (New York)
New York
$9.28M +$891K +5,241 +11%
RIG
1082
RiverFront Investment Group
Virginia
$9.26M +$644K +3,785 +7%
FB
1083
Fulton Bank
Pennsylvania
$9.18M +$21.6K +127 +0.2%
SLI
1084
Sumitomo Life Insurance
Japan
$9.18M -$130K -764 -1%
FC
1085
Fulcrum Capital
Washington
$9.17M -$508K -2,985 -5%
BAM
1086
Boyar Asset Management
New York
$9.14M -$556K -3,269 -6%
PAI
1087
Pittenger & Anderson Inc
Nebraska
$9.13M -$440K -2,585 -5%
RWM
1088
Rench Wealth Management
Texas
$9.11M -$68.2K -401 -0.7%
CWM
1089
Compass Wealth Management
Connecticut
$9.1M -$124K -727 -1%
GI
1090
GAMMA Investing
California
$9.02M +$9.02M +51,737 New
MWA
1091
Meridian Wealth Advisors
Texas
$9.02M +$167K +981 +2%
CFA
1092
Capstone Financial Advisors
Illinois
$8.99M -$394K -2,317 -4%
KLCM
1093
KG&L Capital Management
Louisiana
$8.99M +$64.4K +380 +0.7%
FHB
1094
First Hawaiian Bank
Hawaii
$8.96M -$1.27M -7,470 -12%
DAC
1095
Dividend Assets Capital
South Carolina
$8.96M +$201K +1,180 +2%
GS
1096
GTS Securities
New York
$8.94M +$8.08M +47,511 +940%
ANTB
1097
AMG National Trust Bank
Colorado
$8.92M -$32.3K -190 -0.4%
CIC
1098
Cutler Investment Counsel
Oregon
$8.92M -$130K -765 -1%
PGIM
1099
Pacific Global Investment Management
California
$8.9M +$8.34K +49 +0.1%
BEAM
1100
Baker Ellis Asset Management
Washington
$8.9M +$247K +1,451 +3%
42 43
44
45 46