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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 %
MPIM
1151
McGinn Penninger Investment Management
Virginia
$8.22M -$71.4K -420 -0.9%
WSC
1152
Wellington Shields & Co
New York
$8.22M -$65K -382 -0.8%
ACM
1153
Adalta Capital Management
New York
$8.2M -$23.8K -140 -0.3%
SFO
1154
Stokes Family Office
Louisiana
$8.2M -$3.31M -19,450 -29%
EFG
1155
Embree Financial Group
Illinois
$8.19M +$8.19M +48,152 New
ACM
1156
Alpha Capital Management
Texas
$8.18M -$62.4K -367 -0.8%
PA
1157
Profund Advisors
Maryland
$8.14M +$1.64M +9,635 +25%
WPP
1158
Whalerock Point Partners
Rhode Island
$8.13M -$297K -1,748 -4%
ET
1159
Equitable Trust
Tennessee
$8.13M -$200K -1,173 -2%
MAS
1160
Meeder Advisory Services
Ohio
$8.13M +$85.7K +504 +1%
JCM
1161
Jacobi Capital Management
Pennsylvania
$8.11M +$174K +1,022 +2%
OSNBOA
1162
Old Second National Bank of Aurora
Illinois
$8.11M -$404K -2,374 -5%
SC
1163
Schulhoff & Co
Ohio
$8.07M -$11.1K -65 -0.1%
JWM
1164
Jessup Wealth Management
Ohio
$8.07M -$158K -930 -2%
GWM
1165
Geneos Wealth Management
Colorado
$8.06M -$854K -5,021 -10%
WI
1166
Wintrust Investments
Illinois
$8.06M -$198K -1,162 -2%
EW
1167
Evexia Wealth
Wisconsin
$8.06M +$110K +628 +1%
HI
1168
Harbour Investments
Wisconsin
$8.05M +$672K +3,952 +9%
CBTWT
1169
Community Bank & Trust (Waco, Texas)
Texas
$8.05M +$161K +948 +2%
SFG
1170
SevenBridge Financial Group
Pennsylvania
$8.04M +$20.6K +121 +0.3%
PAMG
1171
Patton Albertson Miller Group
Tennessee
$8.03M +$904K +5,314 +13%
QCG
1172
Quadrant Capital Group
Ohio
$8M +$741K +4,354 +10%
BWS
1173
Buck Wealth Strategies
Colorado
$8M +$839K +4,934 +12%
WIA
1174
Wetzel Investment Advisors
Indiana
$8M +$8M +47,015 New
WAS
1175
WESPAC Advisors SoCal
California
$7.99M +$121K +710 +2%
45 46
47
48 49