JPM icon

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 %
CNC
1626
Citizens & Northern Corp
Pennsylvania
$4.32M -$111K -654 -3%
MVA
1627
Mount Vernon Associates
Maryland
$4.31M -$42.5K -250 -1%
LCM
1628
Liberty Capital Management
Michigan
$4.31M -$52.9K -311 -1%
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$4.31M +$436K +2,561 +11%
MAM
1630
Mystic Asset Management
Rhode Island
$4.3M +$157K +923 +4%
RSS
1631
Rosenblum Silverman Sutton
California
$4.3M -$329K -1,935 -7%
GCA
1632
Gradient Capital Advisors
California
$4.3M -$19.2K -113 -0.4%
UBG
1633
United Bank (Georgia)
Georgia
$4.29M -$34.9K -205 -0.8%
NB
1634
Nicolet Bankshares
Wisconsin
$4.29M +$237K +1,395 +6%
ATC
1635
Adirondack Trust Company
New York
$4.29M -$86.3K -464 -2%
NDSI
1636
Newman Dignan & Sheerar Inc
Rhode Island
$4.29M +$189K +1,114 +5%
WR
1637
WD Rutherford
Oregon
$4.28M -$58.5K -344 -1%
IAS
1638
IMA Advisory Services
Colorado
$4.28M -$316K -1,857 -7%
LS
1639
Leelyn Smith
Illinois
$4.28M +$458K +2,693 +12%
AWM
1640
Accurate Wealth Management
Florida
$4.28M -$134K -785 -3%
FAP
1641
Financial Advisory Partners
Florida
$4.27M -$49.5K -291 -1%
SF
1642
Slagle Financial
Illinois
$4.27M +$2.1M +24,608 +96%
IRAG
1643
Investment Research & Advisory Group
Georgia
$4.27M -$12.6K -74 -0.3%
MC
1644
Mathes Company
New York
$4.27M +$824K +4,843 +24%
AW
1645
Atlas Wealth
Ohio
$4.27M – – –
FFA
1646
Founders Financial Alliance
North Carolina
$4.26M -$8.34K -49 -0.2%
GSB
1647
Greenfield Savings Bank
Massachusetts
$4.25M +$13.3K +78 +0.3%
MUAMU
1648
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.25M +$680K +4,000 +19%
EML
1649
Eos Management LP
New York
$4.25M – – –
SCI
1650
S&CO Inc
Massachusetts
$4.25M – – –
64 65
66
67 68