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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 %
PCG
1526
Prosperity Consulting Group
Maryland
$4.92M +$423K +2,488 +9%
HWA
1527
HCR Wealth Advisors
California
$4.91M +$1.63M +9,571 +50%
RWB
1528
RMR Wealth Builders
New Jersey
$4.91M +$331K +1,945 +7%
RBA
1529
Richard Bernstein Advisors
New York
$4.9M +$3.06K +18 +0.1%
FNBOMD
1530
First National Bank of Mount Dora
Florida
$4.88M +$27K +159 +0.6%
AF
1531
Advisornet Financial
Minnesota
$4.87M +$163K +960 +3%
IAMOG
1532
Investors Asset Management of Georgia
Georgia
$4.87M -$424K -2,499 -8%
NP
1533
Nilsine Partners
Colorado
$4.86M -$523K -3,075 -10%
LM
1534
Lincluden Management
Ontario, Canada
$4.86M +$3.18M +18,715 +190%
BOSSRA
1535
B.O.S.S. Retirement Advisors
Utah
$4.83M +$583K +3,428 +14%
BCMO
1536
Buckingham Capital Management (Ohio)
Ohio
$4.82M -$1.06M -6,232 -18%
ATI
1537
Act Two Investors
California
$4.82M +$95.1K +559 +2%
AIM
1538
Athena Investment Management
California
$4.82M +$3.74K +22 +0.1%
SS
1539
Sunbelt Securities
Texas
$4.8M -$161K -946 -3%
MSA
1540
Marino Stram & Associates
Massachusetts
$4.79M +$19.9K +117 +0.4%
OPA
1541
Old Port Advisors
Maine
$4.78M +$50.3K +296 +1%
HI
1542
Hudock Inc
Pennsylvania
$4.78M -$204K -1,201 -4%
IIC
1543
Ironwood Investment Counsel
Arizona
$4.78M +$25.5K +150 +0.5%
CRCM
1544
Crystal Rock Capital Management
Illinois
$4.77M -$132K -775 -3%
CFGS
1545
Concourse Financial Group Securities
Alabama
$4.77M +$75K +441 +2%
LWM
1546
LJI Wealth Management
Indiana
$4.77M +$349K +2,050 +8%
M1FG
1547
Mach-1 Financial Group
Arkansas
$4.76M -$852K -5,011 -15%
MFS
1548
Monetta Financial Services
Illinois
$4.76M – – –
LRWA
1549
Long Run Wealth Advisors
New York
$4.76M +$255K +1,500 +6%
VNA
1550
Valley National Advisers
Pennsylvania
$4.76M -$297K -1,744 -6%
60 61
62
63 64