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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 %
AWA
1101
Arkadios Wealth Advisors
Georgia
$8.89M +$418K +2,456 +5%
BAM
1102
Brave Asset Management
New Jersey
$8.89M +$10.4K +61 +0.1%
BCA
1103
Bray Capital Advisors
Florida
$8.86M -$34K -200 -0.4%
FFG
1104
Frisch Financial Group
New York
$8.85M +$1.28M +7,524 +17%
HIA
1105
Harbor Investment Advisory
Maryland
$8.84M +$16.8K +125 +0.2%
IIM
1106
Intact Investment Management
Quebec, Canada
$8.83M -$34K -200 -0.4%
DI
1107
DFPG Investments
Utah
$8.82M +$1.08M +6,315 +14%
AWP
1108
Ascent Wealth Partners
New York
$8.81M +$56.3K +331 +0.6%
ADL
1109
Asset Dedication LLC
California
$8.81M +$450K +2,644 +5%
SWP
1110
Strategic Wealth Partners
Ohio
$8.8M +$1.43M +8,387 +19%
MWM
1111
Marietta Wealth Management
Georgia
$8.78M -$11.2K -66 -0.1%
TCBWMS
1112
Texas Capital Bank Wealth Management Services
Texas
$8.76M -$244K -1,432 -3%
BA
1113
Ballast Advisors
Minnesota
$8.75M -$9.87K -58 -0.1%
HEIP
1114
Hudson Edge Investment Partners
New Jersey
$8.75M -$195K -1,148 -2%
GIM
1115
Goelzer Investment Management
Indiana
$8.73M +$279K +1,640 +3%
ANBT
1116
American National Bank & Trust
Texas
$8.72M +$13.9K +82 +0.2%
MCP
1117
Mirador Capital Partners
California
$8.72M +$80.8K +475 +0.9%
WBC
1118
Westpac Banking Corp
Australia
$8.72M -$4.14M -24,342 -32%
MGIA
1119
Moneta Group Investment Advisors
Missouri
$8.71M -$7.59M -44,647 -47%
BCCM
1120
Bridge Creek Capital Management
Massachusetts
$8.7M -$21.3K -125 -0.2%
CPC
1121
Consolidated Planning Corp
Georgia
$8.68M +$349K +2,051 +4%
NC
1122
NBW Capital
Massachusetts
$8.67M -$117K -689 -1%
WWM
1123
Western Wealth Management
Colorado
$8.66M +$125K +736 +1%
SAM
1124
Smithbridge Asset Management
Pennsylvania
$8.66M -$36.2K -213 -0.4%
NP
1125
NorthRock Partners
Minnesota
$8.65M +$3.12M +18,343 +56%
43 44
45
46 47