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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 %
SHA
1126
Seneca House Advisors
Virginia
$8.65M -$330K -1,941 -4%
CRI
1127
Commonwealth Retirement Investments
Virginia
$8.62M -$23.3K -137 -0.3%
AMM
1128
American Money Management
California
$8.61M -$41.7K -245 -0.5%
RAM
1129
Redmond Asset Management
Virginia
$8.6M -$198K -1,162 -2%
DIA
1130
Dean Investment Associates
Ohio
$8.6M -$213K -1,251 -2%
DLCIG
1131
D.L. Carlson Investment Group
New Hampshire
$8.57M -$2.51M -13,941 -23%
LWCFA
1132
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.55M -$216K -1,239 -2%
NFG
1133
Nations Financial Group
Iowa
$8.53M -$515K -3,028 -6%
WIS
1134
Wright Investors Service
Connecticut
$8.51M -$763K -4,483 -8%
BIM
1135
Baldwin Investment Management
Pennsylvania
$8.5M -$32.3K -190 -0.4%
WAS
1136
Wealth Advisory Solutions
Indiana
$8.49M -$8.58M -50,440 -50%
AC
1137
AlphaCore Capital
California
$8.45M +$25.5K +150 +0.3%
SIM
1138
Seaview Investment Managers
Florida
$8.44M -$389K -2,288 -4%
JPWM
1139
Jamison Private Wealth Management
Georgia
$8.39M -$18K -106 -0.2%
BSB
1140
Bangor Savings Bank
Maine
$8.38M -$84.5K -497 -1%
ERWM
1141
Elk River Wealth Management
Colorado
$8.36M +$44.9K +264 +0.5%
AG
1142
Ascent Group
Virginia
$8.34M +$451K +2,563 +6%
BFO
1143
Boston Family Office
Massachusetts
$8.33M -$223K -1,309 -3%
ACP
1144
Aviance Capital Partners
Florida
$8.32M -$266K -1,564 -3%
HCA
1145
Harbour Capital Advisors
Virginia
$8.29M +$10.5K +61 +0.1%
SGA
1146
Strategic Global Advisors
California
$8.29M -$5.59M -32,839 -40%
KOCAA
1147
Knights of Columbus Asset Advisors
Connecticut
$8.27M +$112K +659 +1%
AMI
1148
Amica Mutual Insurance
Rhode Island
$8.24M -$1.36M -7,999 -14%
DEA
1149
DoubleLine ETF Adviser
Florida
$8.23M +$621K +3,649 +8%
SI
1150
Symmetry Investments
Jersey
$8.23M +$4.35M +25,594 +112%
44 45
46
47 48