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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 %
SIA
1651
SeaBridge Investment Advisors
New Jersey
$4.25M +$10.2K +60 +0.2%
GFP
1652
Gryphon Financial Partners
Ohio
$4.24M +$1.7M +10,025 +67%
FSG
1653
Financial Strategies Group
Michigan
$4.24M +$547K +3,210 +15%
MCB
1654
Morton Community Bank
Illinois
$4.22M +$4.22M +24,822 New
CWM
1655
Cornerstone Wealth Management
Missouri
$4.22M -$384K -2,256 -8%
TWP
1656
Tyche Wealth Partners
Texas
$4.21M +$4.21M +24,769 New
BTI
1657
Blue Trust Inc
Georgia
$4.2M -$585K -4,034 -12%
AIC
1658
Argus Investors Counsel
New York
$4.2M +$25.3K +149 +0.6%
SIM
1659
Studio Investment Management
Illinois
$4.19M +$116K +680 +3%
DS
1660
DRW Securities
Illinois
$4.19M +$1.1M +6,450 +36%
SIAG
1661
Signet Investment Advisory Group
Rhode Island
$4.19M +$33.3K +196 +0.8%
BCM
1662
Blume Capital Management
California
$4.19M -$20.4K -120 -0.5%
RAM
1663
Roanoke Asset Management
New Jersey
$4.19M +$15.1K +89 +0.4%
PFGIA
1664
Patriot Financial Group Insurance Agency
Massachusetts
$4.19M +$369K +2,171 +10%
WorldQuant Millennium Advisors
1665
WorldQuant Millennium Advisors
New York
$4.19M -$7.91M -46,495 -65%
HNW
1666
High Note Wealth
Minnesota
$4.19M -$80.3K -472 -2%
SIAP
1667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.18M -$102K -601 -2%
PI
1668
PFG Investments
New York
$4.18M +$74.2K +436 +2%
GD
1669
Grandfield & Dodd
New York
$4.16M -$13.6K -80 -0.3%
OWA
1670
Octavia Wealth Advisors
Ohio
$4.16M -$109K -641 -3%
SP
1671
SWS Partners
Ohio
$4.16M +$197K +1,157 +5%
LCC
1672
Lincoln Capital Corp
Rhode Island
$4.15M -$136K -800 -3%
CWM
1673
Connecticut Wealth Management
Connecticut
$4.15M +$988K +5,809 +31%
RCIM
1674
Red Cedar Investment Management
Michigan
$4.15M +$91.2K +536 +2%
TBNY
1675
Trustco Bank (New York)
New York
$4.14M -$2.04K -12 -0%
65 66
67
68 69