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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 %
LSWM
1301
Lorne Steinberg Wealth Management
Canada
$6.63M -$45.9K -270 -0.7%
JWCA
1302
J.W. Cole Advisors
Florida
$6.62M +$666K +3,917 +11%
JIP
1303
Jaffetilchin Investment Partners
Florida
$6.61M +$92K +541 +1%
CA
1304
Claar Advisors
New York
$6.6M – – –
TI
1305
tru Independence
Oregon
$6.6M -$90.5K -532 -1%
AG
1306
Advocate Group
Minnesota
$6.58M +$742K +4,360 +13%
CF
1307
Concorde Financial
Texas
$6.58M +$5.56M +32,705 +545%
IAS
1308
Insigneo Advisory Services
Florida
$6.58M +$657K +3,865 +11%
UWM
1309
Udine Wealth Management
Florida
$6.57M -$151K -888 -2%
MBTD
1310
Mechanics Bank - Trust Department
California
$6.57M +$300K +1,764 +5%
HWM
1311
Hohimer Wealth Management
Washington
$6.55M -$152K -891 -2%
EL
1312
Essex LLC
Illinois
$6.54M +$255K +1,499 +4%
PWS
1313
Peloton Wealth Strategists
Indiana
$6.52M -$291K -1,710 -4%
AAMA
1314
Advanced Asset Management Advisors
Ohio
$6.52M +$340 +2 +0%
CCA
1315
Checchi Capital Advisers
California
$6.5M +$24.3K +143 +0.4%
DIM
1316
DLK Investment Management
California
$6.5M +$6.5M +38,227 New
PP
1317
PDS Planning
Ohio
$6.49M +$143K +840 +2%
BRM
1318
Boston Research & Management
Massachusetts
$6.48M +$108K +636 +2%
EFMC
1319
Empire Financial Management Company
New York
$6.46M +$53.6K +315 +0.8%
AIM
1320
AMI Investment Management
Indiana
$6.45M -$48.3K -284 -0.7%
BWL
1321
Bogart Wealth LLC
Virginia
$6.44M -$122K -719 -2%
ACG
1322
Allen Capital Group
Nebraska
$6.43M +$105K +615 +2%
WPIC
1323
White Pine Investment Company
Michigan
$6.42M -$251K -1,477 -4%
ST
1324
Somerset Trust
Pennsylvania
$6.41M -$201K -1,183 -3%
YIA
1325
YHB Investment Advisors
Connecticut
$6.4M +$86.4K +508 +1%
51 52
53
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