JPM icon

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 %
WE
1426
Wealth Effects
Massachusetts
$5.5M +$422K +2,478 +8%
EA
1427
Everpar Advisors
Oklahoma
$5.49M +$5.49M +32,302 New
CD
1428
Chapin Davis
Maryland
$5.49M +$9.02K +53 +0.2%
BAM
1429
Belpointe Asset Management
Nevada
$5.49M +$121K +709 +2%
DPIM
1430
Duff & Phelps Investment Management
Illinois
$5.48M +$17K +100 +0.3%
FMB
1431
Field & Main Bank
Kentucky
$5.48M -$1.36K -8 -0%
EI
1432
Ethic Inc
New York
$5.48M +$886K +5,208 +19%
CAG
1433
Csenge Advisory Group
Florida
$5.47M +$351K +2,066 +7%
WTA
1434
Washington Trust Advisors
Massachusetts
$5.47M -$44.7K -263 -0.8%
CSPAM
1435
Cary Street Partners Asset Management
Virginia
$5.46M -$239K -1,404 -4%
AT
1436
Arden Trust
Delaware
$5.45M -$128K -752 -2%
RI
1437
Redwood Investments
Massachusetts
$5.45M +$446K +2,622 +9%
LC
1438
Legacy CG
Texas
$5.44M +$943K +5,542 +21%
IA
1439
IFG Advisory
Georgia
$5.44M -$103K -608 -2%
SGCA
1440
Steel Grove Capital Advisors
Tennessee
$5.41M -$506K -2,974 -9%
LA
1441
LVW Advisors
New York
$5.41M -$616K -3,622 -10%
BMA
1442
Brooks Moore & Associates
Tennessee
$5.41M -$84.5K -497 -2%
BHWA
1443
Beacon Harbor Wealth Advisors
Virginia
$5.41M +$150K +880 +3%
PAM
1444
Pegasus Asset Management
New York
$5.4M +$58.9K +346 +1%
FWP
1445
FAS Wealth Partners
Kansas
$5.39M +$633K +3,724 +13%
LC
1446
Lincoln Capital
Nebraska
$5.39M -$38.8K -228 -0.7%
LAM
1447
L2 Asset Management
Massachusetts
$5.38M +$5.17M +30,420 +2,574%
BONH
1448
Bank of New Hampshire
New Hampshire
$5.37M -$120K -707 -2%
STA
1449
Summit Trail Advisors
New York
$5.36M -$1.29M -7,575 -19%
AFM
1450
Abbot Financial Management
Massachusetts
$5.35M -$32.8K -193 -0.6%
56 57
58
59 60