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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 %
SFI
1326
SPC Financial Inc
Maryland
$6.4M +$348K +2,045 +6%
BA
1327
Bridgewater Advisors
New York
$6.4M +$186K +1,091 +3%
PA
1328
PFG Advisors
Arizona
$6.39M +$299K +1,759 +5%
SCM
1329
Sitrin Capital Management
California
$6.36M -$94.9K -558 -1%
TPWA
1330
TRUE Private Wealth Advisors
Oregon
$6.35M -$166K -973 -3%
KA
1331
Kovack Advisors
Florida
$6.35M +$592K +3,480 +10%
PL
1332
Parkwood LLC
Ohio
$6.34M -$145K -854 -2%
FPFS
1333
First Personal Financial Services
North Carolina
$6.34M +$85.9K +505 +1%
HAC
1334
Harbor Advisory Corp
New Hampshire
$6.33M -$215K -1,262 -3%
CWM
1335
Chemistry Wealth Management
New York
$6.32M -$25.5K -150 -0.4%
MA
1336
MSA Advisors
California
$6.32M +$6.32M +37,150 New
HCM
1337
Hollencrest Capital Management
California
$6.31M +$101K +596 +2%
CG
1338
Caprock Group
Idaho
$6.31M +$811K +4,770 +15%
WAM
1339
Werlinich Asset Management
Connecticut
$6.3M -$108K -635 -2%
ECM
1340
Exchange Capital Management
Michigan
$6.29M -$80.3K -472 -1%
MAMU
1341
Myriad Asset Management US
Florida
$6.27M +$6.27M +36,880 New
FCMT
1342
Founders Capital Management (Texas)
Texas
$6.27M -$21.3K -125 -0.3%
AC
1343
Arjuna Capital
North Carolina
$6.27M -$1.51M -8,866 -19%
SNB
1344
Security National Bank
Nebraska
$6.26M +$343K +2,017 +6%
SAI
1345
Systematic Alpha Investments
New Jersey
$6.26M – – –
GC
1346
Giverny Capital
Quebec, Canada
$6.26M +$28.4K +167 +0.5%
PFA
1347
Pathway Financial Advisers
Indiana
$6.23M +$27.2K +160 +0.4%
BHC
1348
Bowen Hanes & Co
Florida
$6.21M -$221K -1,300 -3%
LT
1349
Legacy Trust
Michigan
$6.21M +$34.2K +201 +0.6%
NHT
1350
New Hampshire Trust
New Hampshire
$6.21M -$135K -794 -2%
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