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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 %
PFM
1201
Premier Fund Managers
United Kingdom
$7.68M -$165K -968 -2%
AT
1202
American Trust
Kentucky
$7.68M +$48.3K +284 +0.6%
MFG
1203
Merit Financial Group
Georgia
$7.67M -$2.59M -15,211 -25%
NB
1204
Northwest Bancshares
Pennsylvania
$7.65M -$138K -809 -2%
SFP
1205
Shepherd Financial Partners
Massachusetts
$7.64M +$15.6K +92 +0.2%
HH
1206
Hilltop Holdings
Texas
$7.63M +$141K +826 +2%
DSC
1207
Duncker Streett & Co
Missouri
$7.62M -$2.04K -12 -0%
AF
1208
Arrow Financial
New York
$7.61M -$199K -1,172 -3%
PL
1209
Parthenon LLC
Kentucky
$7.61M +$38.6K +227 +0.5%
PWS
1210
Peterson Wealth Services
Utah
$7.61M -$66.3K -390 -0.9%
LTI
1211
Laffer Tengler Investments
Tennessee
$7.6M +$411K +2,416 +6%
CCM
1212
Canal Capital Management
Virginia
$7.6M +$321K +1,888 +4%
SIA
1213
Soltis Investment Advisors
Utah
$7.6M -$2.4M -14,122 -24%
FHA
1214
Flagship Harbor Advisors
Massachusetts
$7.58M +$329K +1,936 +5%
SAG
1215
SageView Advisory Group
California
$7.58M +$1.78M +10,084 +31%
AG
1216
AlTi Global
New York
$7.55M +$7.55M +44,404 New
BBA
1217
Baader Bank Aktiengesellschaft
Germany
$7.55M -$444K -2,613 -6%
SA
1218
Strategic Advisors
New York
$7.55M +$75.7K +445 +1%
BFG
1219
Beacon Financial Group
Texas
$7.54M +$217K +1,276 +3%
RIA
1220
RPG Investment Advisory
California
$7.54M +$105K +617 +1%
SF
1221
Summit Financial
New Jersey
$7.53M +$167K +984 +2%
OFG
1222
Oxford Financial Group
Indiana
$7.53M -$107K -630 -1%
APSI
1223
Asset Planning Services Inc
Louisiana
$7.51M -$104K -610 -1%
BWAM
1224
Boyd Watterson Asset Management
Ohio
$7.49M -$20.4K -120 -0.3%
BMWM
1225
Brown Miller Wealth Management
Virginia
$7.47M -$25.3K -149 -0.3%
47 48
49
50 51