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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 %
SMA
1251
Sage Mountain Advisors
Georgia
$7.18M -$35.9K -211 -0.5%
AOWM
1252
Alpha Omega Wealth Management
Virginia
$7.17M -$90.2K -530 -1%
JGUA
1253
John G. Ullman & Associates
New York
$7.15M +$27.9K +164 +0.4%
IFAM
1254
Institutional & Family Asset Management
Colorado
$7.14M -$504K -2,961 -7%
WWA
1255
WCG Wealth Advisors
Nevada
$7.13M -$638K -3,753 -8%
GIA
1256
Guyasuta Investment Advisors
Pennsylvania
$7.12M +$63.8K +375 +0.9%
KWA
1257
Kingswood Wealth Advisors
California
$7.11M +$5.07M +29,812 +248%
BB
1258
Berkshire Bank
Massachusetts
$7.11M -$10K -59 -0.1%
FC
1259
Fusion Capital
South Carolina
$7.1M +$111K +653 +2%
TCM
1260
Traynor Capital Management
Pennsylvania
$7.08M +$17K +100 +0.2%
GQG Partners
1261
GQG Partners
Florida
$7.07M +$1.41M +8,313 +25%
FNA
1262
First National Advisers
Nebraska
$7.07M +$1.83M +10,774 +35%
KJHP
1263
K.J. Harrison & Partners
Ontario, Canada
$7.07M -$2.89K -17 -0%
UAM
1264
Unison Asset Management
Florida
$7.06M – – –
MLIC
1265
Mandatum Life Insurance Company
Finland
$7.06M – – –
TAM
1266
Townsend Asset Management
North Carolina
$7.06M +$199K +1,170 +3%
PPW
1267
Parcion Private Wealth
Washington
$7.05M +$87.8K +516 +1%
P
1268
Pitcairn
Pennsylvania
$7.03M +$1.03M +6,059 +17%
LFA
1269
Legacy Financial Advisors
Kentucky
$7M +$137K +807 +2%
SAM
1270
Selway Asset Management
$6.99M +$42.5K +250 +0.6%
RC
1271
RBF Capital
California
$6.97M – – –
ACM
1272
Ardent Capital Management
Ohio
$6.97M -$10.9K -64 -0.2%
PCA
1273
Providence Capital Advisors
North Carolina
$6.95M -$112K -656 -2%
SFA
1274
Semmax Financial Advisors
North Carolina
$6.95M -$892K -5,119 -11%
CWM
1275
Chronos Wealth Management
Florida
$6.95M +$105K +616 +2%
49 50
51
52 53