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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 %
FPGT
1176
Financial Partners Group (Tennessee)
Tennessee
$7.98M +$510 +3 +0%
PTC
1177
Private Trust Company
Ohio
$7.93M -$399K -2,343 -5%
WKWM
1178
Walter & Keenan Wealth Management
Indiana
$7.93M -$55.6K -327 -0.7%
CIA
1179
Covington Investment Advisors
Pennsylvania
$7.91M -$1.83M -10,783 -19%
WIM
1180
Wittenberg Investment Management
Massachusetts
$7.9M – – –
FMTC
1181
Farmers & Merchants Trust Company
California
$7.88M +$947K +5,568 +14%
1IA
1182
1834 Investment Advisors
Wisconsin
$7.87M -$1.13M -6,654 -13%
EAMA
1183
EFG Asset Management (Americas)
Florida
$7.84M -$607K -3,567 -7%
GCM
1184
Garland Capital Management
Washington
$7.83M -$421K -2,475 -5%
MFG
1185
Magnus Financial Group
New York
$7.83M +$261K +1,537 +3%
FIB
1186
First Interstate Bank
Montana
$7.79M -$323K -1,897 -4%
AI
1187
Arvest Investments
Arkansas
$7.79M +$7.79M +45,800 New
KA
1188
Kintegral Advisory
New York
$7.79M -$49.5K -291 -0.6%
SCP
1189
Stamos Capital Partners
California
$7.78M -$4.3M -25,280 -36%
CAM
1190
Close Asset Management
United Kingdom
$7.77M +$1.1M +6,473 +17%
AC
1191
Abbrea Capital
California
$7.77M +$108K +635 +1%
WA
1192
Waverly Advisors
Alabama
$7.76M +$839K +4,935 +12%
SCA
1193
Stokes Capital Advisors
South Carolina
$7.76M -$75.2K -442 -1%
SIA
1194
Schechter Investment Advisors
Michigan
$7.75M +$4.42K +26 +0.1%
HZ
1195
Hixon Zuercher
Ohio
$7.74M +$25K +147 +0.3%
MCM
1196
McRae Capital Management
New Jersey
$7.72M +$54.4K +320 +0.7%
CWG
1197
Cornerstone Wealth Group
North Carolina
$7.7M +$201K +1,184 +3%
IIM
1198
Ipswich Investment Management
Massachusetts
$7.7M -$28.6K -168 -0.4%
NCM
1199
Nelson Capital Management
California
$7.7M -$349K -2,051 -4%
NIM
1200
NEOS Investment Management
Connecticut
$7.68M +$2.03M +11,919 +36%
46 47
48
49 50