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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 %
WC
1451
Weil Company
California
$5.34M -$1.06M -6,238 -17%
EP
1452
Eudaimonia Partners
Tennessee
$5.34M -$731K -4,300 -12%
LHC
1453
Little House Capital
Massachusetts
$5.34M +$11.4K +67 +0.2%
EGA
1454
E&G Advisors
Texas
$5.33M -$178K -1,049 -3%
HPIA
1455
Hamilton Point Investment Advisors
North Carolina
$5.32M +$57.2K +336 +1%
SCM
1456
Silvant Capital Management
Georgia
$5.32M -$9.53K -56 -0.2%
AA
1457
Argent Advisors
Louisiana
$5.32M -$123K -726 -2%
MFG
1458
MidWestOne Financial Group
Iowa
$5.31M -$449K -2,638 -8%
ICP
1459
Ironvine Capital Partners
Nebraska
$5.3M +$170 +1 +0%
CF
1460
Centaurus Financial
California
$5.29M -$139K -818 -3%
CM
1461
Churchill Management
California
$5.28M +$66.9K +393 +1%
SCP
1462
Sandhill Capital Partners
New York
$5.27M -$567K -3,332 -10%
RMSCM
1463
R.M. Sincerbeaux Capital Management
New York
$5.27M -$170K -1,000 -3%
BL
1464
BFSG LLC
California
$5.26M -$16K -94 -0.3%
BFC
1465
Bedel Financial Consulting
Indiana
$5.25M -$205K -1,206 -4%
CI
1466
Cigna Investments
Connecticut
$5.25M -$21.8K -128 -0.4%
WPC
1467
Wedmont Private Capital
Pennsylvania
$5.24M +$697K +4,050 +15%
BCFS
1468
Butensky & Cohen Financial Security
Florida
$5.23M +$31.1K +183 +0.6%
HCM
1469
Hengehold Capital Management
Ohio
$5.21M -$37.1K -218 -0.7%
MIM
1470
MTM Investment Management
South Carolina
$5.2M -$45.4K -267 -0.9%
MCA
1471
MSH Capital Advisors
Arizona
$5.2M -$501K -2,948 -9%
AP
1472
Americana Partners
Texas
$5.2M -$193K -1,098 -4%
RFN
1473
RDA Financial Network
Iowa
$5.19M +$68K +400 +1%
ZCI
1474
Zevenbergen Capital Investments
Washington
$5.17M +$270K +1,590 +6%
SP
1475
Stonebrook Private
Michigan
$5.17M +$5.17M +30,375 New
57 58
59
60 61