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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 %
SPC
1401
Sigma Planning Corp
Michigan
$5.75M -$7.71M -45,339 -57%
BBWA
1402
Bell & Brown Wealth Advisors
California
$5.73M +$5.73M +33,706 New
CT
1403
Clearstead Trust
Maine
$5.73M +$1.03M +6,073 +22%
NWM
1404
Napa Wealth Management
California
$5.72M +$5.72M +33,641 New
PG
1405
Patten Group
Tennessee
$5.69M -$57K -335 -1%
GC
1406
Globeflex Capital
California
$5.68M – – –
MMPW
1407
Mitchell McLeod Pugh & Williams
Alabama
$5.67M +$17.7K +104 +0.3%
PKC
1408
Palmer Knight Company
Florida
$5.67M -$8.17K -48 -0.1%
PAM
1409
Paradigm Asset Management
New York
$5.66M -$153K -900 -3%
NAM
1410
NTV Asset Management
West Virginia
$5.66M -$347K -2,041 -6%
MNBTD
1411
Moody National Bank Trust Division
Texas
$5.65M -$5.09M -29,902 -47%
WP
1412
WealthPLAN Partners
Nebraska
$5.65M +$226K +1,331 +4%
CNFG
1413
Creegan & Nassoura Financial Group
New Hampshire
$5.63M – – –
GSEP
1414
Golden State Equity Partners
California
$5.63M +$83.7K +492 +2%
AAS
1415
Ameritas Advisory Services
Nebraska
$5.6M -$2.17M -12,525 -28%
AIM
1416
AHL Investment Management
Florida
$5.59M – – –
MHS
1417
M Holdings Securities
Oregon
$5.58M +$732K +4,303 +15%
AW
1418
Apricus Wealth
South Carolina
$5.57M +$127K +749 +2%
CWA
1419
Clarity Wealth Advisors
California
$5.57M +$424K +2,490 +8%
MWAM
1420
Manhattan West Asset Management
California
$5.56M +$583K +3,430 +12%
GP
1421
Greenline Partners
New York
$5.55M +$5.1K +30 +0.1%
NF
1422
Nikulski Financial
Iowa
$5.52M +$47.5K +279 +0.9%
SWM
1423
SeaCrest Wealth Management
New York
$5.51M -$517 -3 -0%
RIA
1424
Regal Investment Advisors
Michigan
$5.51M +$1.48M +8,677 +37%
CFCI
1425
Comprehensive Financial Consultants Institutional
Indiana
$5.5M +$242K +1,420 +5%
55 56
57
58 59