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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 %
GBT
1676
Grove Bank & Trust
Florida
$4.13M -$3.74K -22 -0.1%
WAS
1677
Winch Advisory Services
Wisconsin
$4.12M +$23.6K +139 +0.6%
VanEck Associates
1678
VanEck Associates
New York
$4.11M -$1.64M -9,616 -28%
MFC
1679
Mechanics Financial Corp
Ohio
$4.11M -$209K -1,226 -5%
HA
1680
Harbor Advisors
Florida
$4.11M – – –
BOS
1681
Bank of Stockton
California
$4.09M +$73.6K +432 +2%
GWANC
1682
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.09M +$53.8K +316 +1%
FMTCOCP
1683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.08M -$90.7K -533 -2%
PPWP
1684
Premier Path Wealth Partners
New Jersey
$4.08M +$4.08M +24,087 New
GJWM
1685
Gilliland Jeter Wealth Management
Arkansas
$4.07M +$4.07M +23,954 New
PMSA
1686
Patrick M. Sweeney & Associates
Illinois
$4.07M +$4.07M +23,940 New
CFMC
1687
Curbstone Financial Management Corp
New Hampshire
$4.07M +$10.2K +60 +0.3%
LNWTC
1688
Laird Norton Wetherby Trust Company
Washington
$4.06M +$2.75M +16,174 +210%
RCM
1689
RB Capital Management
Nevada
$4.06M +$43.2K +254 +1%
BHCM
1690
Brevan Howard Capital Management
Jersey
$4.06M +$4.06M +23,882 New
KCG
1691
Kinsale Capital Group
Virginia
$4.06M +$1.12M +6,559 +38%
PPWP
1692
Proquility Private Wealth Partners
Nevada
$4.06M -$194K -1,140 -5%
FAIM
1693
Financial Advocates Investment Management
Washington
$4.06M -$98.1K -577 -2%
CT
1694
Columbia Trust
Oregon
$4.06M +$355K +2,087 +10%
SPIS
1695
Steward Partners Investment Solutions
Oregon
$4.05M +$4.05M +23,836 New
WAM
1696
Wakefield Asset Management
Colorado
$4.04M +$664K +3,904 +20%
YIH
1697
Y-Intercept (HK)
Hong Kong
$4.04M +$1.71M +10,081 +74%
NPA
1698
Nichols & Pratt Advisers
Massachusetts
$4.04M -$35.7K -210 -0.9%
CA
1699
Continuum Advisory
Idaho
$4.03M -$4.75M -27,945 -54%
DGAM
1700
Desjardins Global Asset Management
Quebec, Canada
$4.02M -$1.3M -7,623 -24%
66 67
68
69 70