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 %
FCP
1476
Fidelis Capital Partners
Florida
$5.16M +$1.19M +7,008 +30%
EBT
1477
Enterprise Bank & Trust
Massachusetts
$5.15M +$409K +2,406 +9%
SAM
1478
Synergy Asset Management
Washington
$5.14M -$130K -765 -2%
WBC
1479
West Branch Capital
Massachusetts
$5.13M +$159K +936 +3%
9WM
1480
9258 Wealth Management
Ohio
$5.13M -$4.76K -28 -0.1%
CGL
1481
Clarius Group LLC
Washington
$5.13M -$255K -1,499 -5%
VA
1482
Valmark Advisers
Ohio
$5.12M +$351K +2,063 +7%
LSAG
1483
Lake Street Advisors Group
New Hampshire
$5.12M +$130K +765 +3%
UF
1484
Univest Financial
Pennsylvania
$5.12M -$61.6K -362 -1%
EWM
1485
EPG Wealth Management
Georgia
$5.12M -$336K -1,926 -6%
CT
1486
Chicago Trust
Illinois
$5.11M -$923K -5,429 -15%
FWM
1487
Fairhaven Wealth Management
Illinois
$5.1M -$65.1K -383 -1%
BL
1488
Bleichroeder LP
New York
$5.1M – – –
AH
1489
Allen Holding
New York
$5.1M – – –
MA
1490
MYDA Advisors
New York
$5.1M +$5.1M +30,000 New
BWG
1491
Berry Wealth Group
Texas
$5.09M +$5.09M +29,930 New
RWM
1492
Rockline Wealth Management
New York
$5.08M +$5.08M +29,874 New
BCM
1493
Buckhead Capital Management
Georgia
$5.08M +$251K +1,477 +5%
FGAM
1494
Financial Gravity Asset Management
Texas
$5.07M +$414K +48 +9%
RBC
1495
Romano Brothers & Co
Illinois
$5.07M -$339K -1,990 -6%
FBFS
1496
First Business Financial Services
Wisconsin
$5.07M +$74.3K +437 +1%
EP
1497
Edgestream Partners
New Jersey
$5.07M +$3.45M +20,264 +213%
ANB
1498
Amarillo National Bank
Texas
$5.07M +$46.3K +272 +0.9%
EWA
1499
Exencial Wealth Advisors
Oklahoma
$5.06M +$166K +978 +3%
SACTSONJ
1500
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.05M – – –
58 59
60
61 62