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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 %
MCM
1501
MV Capital Management
Maryland
$5.04M +$41K +241 +0.8%
LFA
1502
Lauterbach Financial Advisors
Texas
$5.02M +$35.7K +210 +0.7%
LOAMS
1503
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.02M +$1.23M +7,237 +32%
CAM
1504
Cidel Asset Management
Ontario, Canada
$5.01M +$4.12M +24,209 +462%
AL
1505
Aspiriant LLC
California
$5M +$134K +789 +3%
TSWM
1506
Triangle Securities Wealth Management
North Carolina
$4.99M +$13.8K +81 +0.3%
TPI
1507
Trust Point Inc
Wisconsin
$4.99M +$4.99M +29,321 New
RA
1508
RFG Advisory
Alabama
$4.99M -$25.2K -148 -0.5%
CAM
1509
Covenant Asset Management
New Jersey
$4.97M -$139K -818 -3%
EPW
1510
Evergreen Private Wealth
Colorado
$4.97M +$4.97M +29,221 New
PTP
1511
Platform Technology Partners
New York
$4.97M +$168K +953 +3%
HL
1512
HeadInvest LLC
Maine
$4.95M -$173K -1,017 -3%
ST
1513
Smithfield Trust
Pennsylvania
$4.95M +$55.1K +324 +1%
COI
1514
Connable Office Inc
Michigan
$4.95M -$152K -894 -3%
VT
1515
Vise Technologies
New York
$4.95M +$411K +2,419 +9%
PCA
1516
Peddock Capital Advisors
Massachusetts
$4.95M -$22.8K -134 -0.5%
BCM
1517
Brookmont Capital Management
Texas
$4.94M -$27K -159 -0.5%
KHLMVGHM
1518
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.94M – – –
CAM
1519
Centre Asset Management
New York
$4.93M -$629K -3,700 -11%
EAM
1520
EULAV Asset Management
Florida
$4.93M -$2.04K -12 -0%
SMI
1521
Shelter Mutual Insurance
Missouri
$4.93M – – –
MCM
1522
Monarch Capital Management
Indiana
$4.93M -$223K -1,312 -4%
SFS
1523
Strategic Financial Services
New York
$4.92M -$76.7K -451 -2%
HCM
1524
Hall Capital Management
Rhode Island
$4.92M +$112K +657 +2%
APWM
1525
Atlas Private Wealth Management
New York
$4.92M +$233K +1,371 +5%
59 60
61
62 63