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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 %
HKIM
1576
Hayek Kallen Investment Management
Alabama
$4.64M +$3.06K +18 +0.1%
AWMT
1577
AAFMAA Wealth Management & Trust
North Carolina
$4.63M -$41.3K -243 -0.9%
DCM
1578
Delta Capital Management
New Jersey
$4.62M -$11.1K -65 -0.2%
FFA
1579
Farther Finance Advisors
California
$4.61M +$1.51M +8,884 +49%
HCM
1580
Hudson Capital Management
New Jersey
$4.6M -$52.1K -306 -1%
MMG
1581
Monetary Management Group
Missouri
$4.59M +$65.5K +385 +1%
LOAMU
1582
Lombard Odier Asset Management (USA)
New York
$4.59M – – –
ACM
1583
Altrius Capital Management
North Carolina
$4.59M -$58.2K -342 -1%
UCI
1584
Uncommon Cents Investing
Wisconsin
$4.58M +$111K +655 +2%
SWS
1585
SYSTM Wealth Solutions
Illinois
$4.57M -$642K -3,773 -12%
MWA
1586
Midland Wealth Advisors
Illinois
$4.57M +$4.57M +26,860 New
FPB
1587
First PREMIER Bank
South Dakota
$4.56M +$9.7K +57 +0.2%
ADIM
1588
Alpha DNA Investment Management
Maryland
$4.56M -$829K -4,872 -15%
ACM
1589
Alta Capital Management
Utah
$4.55M +$125K +733 +3%
ITIM
1590
Indiana Trust & Investment Management
Indiana
$4.55M +$18.4K +108 +0.4%
PFA
1591
Pure Financial Advisors
California
$4.55M +$3.54M +20,821 +352%
MPPLM
1592
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.54M +$276K +1,625 +6%
JWCA
1593
J.W. Coons Advisors
Ohio
$4.52M – – –
RCAG
1594
Rehmann Capital Advisory Group
Michigan
$4.52M +$79.6K +468 +2%
HPCM
1595
Hunter Perkins Capital Management
Illinois
$4.52M +$316K +1,856 +8%
AB
1596
Atlas Brown
Kentucky
$4.52M +$24K +141 +0.5%
DA
1597
Doliver Advisors
Texas
$4.5M -$172K -1,014 -4%
RPSA
1598
Richard P. Slaughter Associates
Texas
$4.49M +$2.69M +15,825 +149%
BFPW
1599
BOK Financial Private Wealth
Colorado
$4.49M -$207K -1,214 -4%
SSI
1600
Scott & Selber Inc
Texas
$4.49M +$98.5K +579 +2%
62 63
64
65 66