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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 %
SW
1226
SlateStone Wealth
Florida
$7.46M +$508K +2,986 +7%
GCM
1227
Gibraltar Capital Management
Oklahoma
$7.45M -$1.36M -8,016 -15%
DA
1228
DCM Advisors
New York
$7.43M +$495K +2,912 +7%
GIP
1229
Granite Investment Partners
California
$7.42M – – –
GL
1230
Graypoint LLC
New York
$7.41M -$807K -4,743 -10%
SP
1231
Stablepoint Partners
Massachusetts
$7.39M +$7.39M +43,440 New
QI
1232
QV Investors
Alberta, Canada
$7.39M -$206K -1,210 -3%
IB
1233
Intrust Bank
Kansas
$7.38M +$38.3K +225 +0.5%
CHC
1234
City Holding Co
West Virginia
$7.38M +$224K +1,316 +3%
DWA
1235
Douglass Winthrop Advisors
New York
$7.37M +$550K +3,231 +8%
NS
1236
NBC Securities
Alabama
$7.37M +$391K +2,300 +6%
GWMIA
1237
Global Wealth Management Investment Advisory
Florida
$7.37M -$62.8K -369 -0.8%
HCM
1238
Harvey Capital Management
Florida
$7.36M -$25.5K -150 -0.3%
CCM
1239
Coerente Capital Management
Ontario, Canada
$7.35M +$337K +1,982 +5%
CT
1240
Colonial Trust
South Carolina
$7.34M +$795K +4,674 +12%
DIP
1241
DT Investment Partners
Pennsylvania
$7.33M +$90.4K +513 +1%
IA
1242
IFP Advisors
Florida
$7.31M -$956K -5,619 -12%
JIC
1243
Joel Isaacson & Co
New York
$7.31M +$56.5K +332 +0.8%
CWM
1244
Concentric Wealth Management
California
$7.3M +$67.9K +399 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
1245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.28M +$872K +5,128 +14%
MCM
1246
McKinley Capital Management
Alaska
$7.23M – – –
BPC
1247
Banque Pictet & Cie
Switzerland
$7.21M +$455K +2,677 +7%
SSA
1248
Schonfeld Strategic Advisors
New York
$7.19M +$1.13M +6,672 +19%
WPW
1249
Waldron Private Wealth
Pennsylvania
$7.18M +$35.2K +207 +0.5%
MP
1250
McDonald Partners
Ohio
$7.18M -$112K -657 -2%
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