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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 %
AIMA
1601
Ables Iannone Moore & Associates
Georgia
$4.45M +$4.45M +26,189 New
MPIA
1602
Mountain Pacific Investment Advisers
Idaho
$4.45M -$68K -400 -2%
HIC
1603
Holderness Investments Company
North Carolina
$4.45M +$1.16M +6,799 +35%
KA
1604
KLCM Advisors
Wisconsin
$4.44M -$14.5K -85 -0.3%
TW
1605
TrinityPoint Wealth
Connecticut
$4.44M +$27.2K +160 +0.6%
MBT
1606
Montecito Bank & Trust
California
$4.44M -$266K -1,563 -6%
ESB
1607
Essex Savings Bank
Connecticut
$4.43M +$320K +1,880 +8%
FBC
1608
Fairfield, Bush & Co
Connecticut
$4.43M -$946K -5,564 -18%
MCC
1609
Malaga Cove Capital
California
$4.42M -$216K -1,269 -5%
PGWM
1610
Parisi Gray Wealth Management
New Jersey
$4.41M +$15.6K +92 +0.4%
AIS
1611
AM Investment Strategies
Tennessee
$4.39M +$7.65K +45 +0.2%
HWAM
1612
Hennion & Walsh Asset Management
New Jersey
$4.39M -$825K -4,849 -16%
SIC
1613
Shoker Investment Counsel
Ohio
$4.39M +$5.1K +30 +0.1%
MA
1614
Modus Advisors
Minnesota
$4.38M +$54.1K +318 +1%
BOPW
1615
Brandywine Oak Private Wealth
Pennsylvania
$4.38M -$7.65K -45 -0.2%
SWMG
1616
Signature Wealth Management Group
Georgia
$4.38M +$4.38M +25,728 New
LRPA
1617
L. Roy Papp & Associates
Arizona
$4.38M -$12.4K -73 -0.3%
BEI
1618
Benjamin Edwards Inc
Missouri
$4.37M +$210K +1,232 +5%
DDC
1619
DF Dent & Co
Maryland
$4.37M -$591K -3,477 -12%
RP
1620
Rowlandmiller & Partners
Georgia
$4.36M +$51K +300 +1%
UHC
1621
Union Heritage Capital
Michigan
$4.35M – – –
LDB
1622
Lee, Danner & Bass
Tennessee
$4.35M -$1.36K -8 -0%
SCM
1623
SOL Capital Management
Maryland
$4.34M -$28.1K -165 -0.6%
EWA
1624
EverSource Wealth Advisors
Alabama
$4.34M -$210K -1,237 -5%
BP
1625
BBR Partners
New York
$4.33M +$215K +1,266 +5%
63 64
65
66 67