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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 %
CIP
1351
Capital Insight Partners
Arizona
$6.19M +$90.3K +531 +1%
PTC
1352
Philadelphia Trust Company
Pennsylvania
$6.18M -$306K -1,798 -5%
BA
1353
Baugh & Associates
Georgia
$6.18M -$71.4K -420 -1%
PJSIMP
1354
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.16M -$144K -833 -2%
BKA
1355
Brick & Kyle Associates
Pennsylvania
$6.15M -$40K -235 -0.6%
LC
1356
Lindbrook Capital
California
$6.14M +$300K +1,761 +5%
EM
1357
Excalibur Management
Massachusetts
$6.13M -$149K -878 -2%
FC
1358
Forte Capital
New York
$6.12M +$210K +1,234 +4%
IBOK
1359
Independence Bank of Kentucky
Kentucky
$6.12M +$1.1M +6,452 +22%
TA
1360
TFG Advisers
Michigan
$6.12M +$121K +711 +2%
BFC
1361
Blue Fin Capital
Rhode Island
$6.08M -$147K -864 -2%
AIP
1362
Ameritas Investment Partners
Nebraska
$6.07M -$254K -1,494 -4%
DR
1363
Davis Rea
Ontario, Canada
$6.07M -$661K -3,886 -10%
SSW
1364
Stone Summit Wealth
Florida
$6.06M -$291K -1,709 -5%
CWM
1365
Cordatus Wealth Management
Pennsylvania
$6.06M -$94.2K -554 -2%
PSP
1366
Principal Street Partners
Tennessee
$6.04M -$697K -4,098 -10%
HCA
1367
Horan Capital Advisors
Ohio
$6.04M -$143K -840 -2%
IUHSA
1368
Itau Unibanco Holding S.A.
Brazil
$6.02M +$5.84M +34,354 +3,226%
QI
1369
Qtron Investments
Massachusetts
$6.02M +$438K +2,574 +8%
MWA
1370
MN Wealth Advisors
Kansas
$6.01M +$6.01M +35,353 New
ACM
1371
Argyle Capital Management
Pennsylvania
$6.01M -$1.28M -7,500 -18%
GFA
1372
Gifford Fong Associates
California
$6M – – –
IAIM
1373
International Assets Investment Management
Florida
$5.98M +$5.98M +323,532 New
P
1374
Paradiem
Louisiana
$5.98M -$3.76M -22,092 -39%
AAM
1375
Augustine Asset Management
Florida
$5.98M -$24.5K -144 -0.4%
53 54
55
56 57