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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 %
CA
1276
Claro Advisors
Massachusetts
$6.93M +$52.1K +306 +0.8%
BHPW
1277
Beverly Hills Private Wealth
California
$6.93M +$232K +1,363 +3%
BJL
1278
Brighton Jones LLC
Washington
$6.91M +$924K +5,430 +15%
LWIC
1279
Leith Wheeler Investment Counsel
British Columbia, Canada
$6.91M +$3.43M +27,277 +98%
SFA
1280
Souders Financial Advisors
Ohio
$6.91M -$79.3K -466 -1%
PWMAG
1281
Pinnacle Wealth Management Advisory Group
New Jersey
$6.91M +$157K +921 +2%
BA
1282
Bristlecone Advisors
Washington
$6.9M -$76K -447 -1%
BCPWM
1283
Bradley & Co Private Wealth Management
Florida
$6.84M -$53.4K -314 -0.8%
LSPW
1284
Lake Street Private Wealth
Illinois
$6.84M -$497K -2,924 -7%
CG
1285
Cutler Group
California
$6.83M +$4.62M +27,142 +209%
HCM
1286
Hilton Capital Management
New York
$6.82M -$4.25K -25 -0.1%
RFMS
1287
RWQ Financial Management Services
Florida
$6.82M -$1.19M -6,983 -15%
CWS
1288
Confluence Wealth Services
Pennsylvania
$6.81M -$254K -1,493 -4%
CNBTD
1289
Citizens National Bank Trust Department
Mississippi
$6.81M -$63.8K -375 -0.9%
CAAS
1290
Capital Asset Advisory Services
Michigan
$6.77M +$153K +900 +2%
NNPTE
1291
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$6.76M +$6.59M +38,758 +3,919%
CI
1292
CX Institutional
Indiana
$6.72M +$43.2K +254 +0.6%
HCM
1293
Howland Capital Management
Massachusetts
$6.71M -$230K -1,354 -3%
AWM
1294
Avior Wealth Management
Nebraska
$6.7M -$33.9K -199 -0.5%
VST
1295
Van Strum & Towne
California
$6.7M -$28.2K -166 -0.4%
WAP
1296
Wealthcare Advisory Partners
Pennsylvania
$6.7M -$579K -3,403 -8%
AFG
1297
Atomi Financial Group
New York
$6.69M +$1.65M +9,683 +33%
WCA
1298
Westover Capital Advisors
Delaware
$6.67M +$463K +2,720 +7%
CIC
1299
Cornercap Investment Counsel
Georgia
$6.66M +$76.2K +448 +1%
RSWM
1300
Robertson Stephens Wealth Management
California
$6.65M +$489K +2,877 +8%
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