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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 %
ARC
1551
Advisor Resource Council
Texas
$4.76M +$3.69M +21,710 +347%
CWM
1552
Calamos Wealth Management
Illinois
$4.75M -$142K -836 -3%
PFBT
1553
Parkside Financial Bank & Trust
Missouri
$4.75M +$1.23M +7,211 +35%
MCWS
1554
McKinley Carter Wealth Services
West Virginia
$4.75M -$230K -1,355 -5%
IWA
1555
Invera Wealth Advisors
Oregon
$4.73M +$4.73M +27,832 New
MSAM
1556
Moloney Securities Asset Management
Missouri
$4.73M -$8.51K -50 -0.2%
RCA
1557
Resonant Capital Advisors
Wisconsin
$4.73M -$301K -1,768 -6%
CWAG
1558
Compton Wealth Advisory Group
Virginia
$4.73M +$572K +3,361 +14%
MCCA
1559
Mill Creek Capital Advisors
Pennsylvania
$4.73M -$154K -904 -3%
VA
1560
Vident Advisory
Georgia
$4.72M +$386K +2,271 +9%
MWM
1561
Mattern Wealth Management
Kansas
$4.72M +$113K +667 +2%
PC
1562
Permanens Capital
New York
$4.72M +$1.08M +6,335 +30%
CIG
1563
Consolidated Investment Group
Colorado
$4.71M – – –
AC
1564
Addison Capital
Pennsylvania
$4.71M +$956K +5,621 +25%
SIG
1565
Sargent Investment Group
Maryland
$4.71M +$58.2K +342 +1%
AIA
1566
Affinity Investment Advisors
California
$4.71M +$376K +2,208 +9%
WA
1567
Wasatch Advisors
Utah
$4.7M -$340K -2,000 -7%
IA
1568
Icon Advisers
Colorado
$4.69M – – –
SW
1569
SkyOak Wealth
Michigan
$4.68M -$89.3K -525 -2%
AFA
1570
Arlington Financial Advisors
California
$4.66M +$3.06K +18 +0.1%
CWP
1571
CFM Wealth Partners
Texas
$4.66M +$40.8K +240 +0.9%
OL
1572
Owen LaRue
Kentucky
$4.65M +$369K +2,168 +9%
SFA
1573
Source Financial Advisors
New York
$4.65M -$344K -2,022 -7%
GAG
1574
GM Advisory Group
New York
$4.65M +$184K +1,081 +4%
BHB
1575
Bank Hapoalim BM
Israel
$4.64M -$2.62M -15,374 -36%
61 62
63
64 65