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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 %
MW
1376
Marcum Wealth
Ohio
$5.98M -$8.34K -49 -0.1%
QIM
1377
Quantitative Investment Management
Virginia
$5.97M -$7.9M -46,427 -57%
CSA
1378
Cottage Street Advisors
Massachusetts
$5.96M +$170 +1 +0%
BC
1379
Burney Company
Virginia
$5.96M -$2.43M -14,263 -29%
MA
1380
McBroom & Associates
Nevada
$5.95M -$78.6K -462 -1%
ST
1381
Sentinel Trust
Texas
$5.95M – – –
HA
1382
Herold Advisors
New York
$5.95M -$55.6K -327 -0.9%
1WM
1383
1900 Wealth Management
Texas
$5.94M -$88.1K -518 -1%
CCFP
1384
Charles Carroll Financial Partners
Massachusetts
$5.94M +$340K +2,000 +6%
AIM
1385
Anchor Investment Management
South Carolina
$5.93M +$829K +4,871 +16%
BCA
1386
Bernzott Capital Advisors
California
$5.89M -$1.88M -11,074 -24%
AWA
1387
Arete Wealth Advisors
Illinois
$5.85M +$5.85M +34,862 New
MWM
1388
Mission Wealth Management
California
$5.85M +$412K +2,423 +8%
JFGIW
1389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.83M -$99.3K -584 -2%
FTWA
1390
Fifth Third Wealth Advisors
Ohio
$5.83M +$321K +1,887 +6%
SB
1391
Strategic Blueprint
Georgia
$5.83M +$4.08K +24 +0.1%
TAM
1392
Trust Asset Management
Texas
$5.82M – – –
CBB
1393
Citizens Business Bank
California
$5.81M -$264K -1,550 -4%
TCM
1394
Teza Capital Management
Illinois
$5.79M +$4.96M +29,164 +600%
FLI
1395
Family Legacy Inc
South Carolina
$5.78M +$1.19K +7 +0%
BFA
1396
Bill Few Associates
Pennsylvania
$5.77M +$52.9K +311 +0.9%
TPA
1397
Trivium Point Advisory
Connecticut
$5.75M +$170K +999 +3%
VWM
1398
Valley Wealth Managers
New Jersey
$5.75M -$182K -1,070 -3%
WP
1399
WealthShield Partners
North Carolina
$5.75M +$64.5K +379 +1%
TCWA
1400
Turtle Creek Wealth Advisors
Texas
$5.75M +$5.75M +33,780 New
54 55
56
57 58