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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 %
PWMG
1701
Prestige Wealth Management Group
New Jersey
$4.02M +$267K +1,571 +7%
WIM
1702
Weitz Investment Management
Nebraska
$4M – – –
HI
1703
Handelsinvest Investeringsforvaltning
Denmark
$3.99M +$3.99M +23,483 New
CST
1704
Charles Schwab Trust
Nevada
$3.99M -$164K -963 -4%
MGWM
1705
Marks Group Wealth Management
Minnesota
$3.98M -$285K -1,674 -7%
SCM
1706
Seascape Capital Management
New Hampshire
$3.98M +$121K +711 +3%
TLP
1707
Trinity Legacy Partners
Texas
$3.98M +$76.9K +452 +2%
BEC
1708
Blue Edge Capital
Virginia
$3.98M +$149K +877 +4%
PBC
1709
Pavion Blue Capital
California
$3.97M -$17.4K -102 -0.4%
TPM
1710
Triasima Portfolio Management
Quebec, Canada
$3.96M -$189K -1,110 -5%
WMA
1711
West Michigan Advisors
Michigan
$3.95M +$358K +2,104 +10%
CIAS
1712
Capital Investment Advisory Services
North Carolina
$3.95M -$200K -1,174 -5%
SSWM
1713
Sheets Smith Wealth Management
North Carolina
$3.95M -$106K -622 -3%
EVM
1714
Evelyn V. Moreno
$3.95M -$6.42M -37,721 -62%
CCFM
1715
Clear Creek Financial Management
Washington
$3.94M +$45.9K +270 +1%
Verition Fund Management
1716
Verition Fund Management
Connecticut
$3.92M -$1.16M -6,791 -23%
CT
1717
Coastline Trust
Rhode Island
$3.92M +$441K +2,595 +13%
GCM
1718
Gables Capital Management
Florida
$3.92M +$3.4K +20 +0.1%
AWM
1719
Ameliora Wealth Management
Switzerland
$3.92M +$813K +4,779 +26%
CVA
1720
Central Valley Advisors
California
$3.91M +$3.91M +23,011 New
TNBTD
1721
Trustmark National Bank Trust Department
Mississippi
$3.91M -$16.8K -99 -0.4%
AMG
1722
Advisors Management Group
Wisconsin
$3.91M +$44.6K +262 +1%
NSB
1723
Norway Savings Bank
Maine
$3.91M -$33.7K -198 -0.9%
VWMG
1724
Virginia Wealth Management Group
Virginia
$3.9M -$955K -5,613 -20%
VAG
1725
VisionPoint Advisory Group
Texas
$3.9M -$270K -1,590 -6%
67 68
69
70 71