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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 %
TPW
1726
Transatlantique Private Wealth
New York
$3.89M +$267K +1,571 +7%
WIM
1727
WealthPlan Investment Management
Nebraska
$3.89M +$46.9K +276 +1%
DFG
1728
Delta Financial Group
New Jersey
$3.89M -$116K -681 -3%
MWS
1729
Maxwell Wealth Strategies
California
$3.89M +$3.89M +22,850 New
MC
1730
Mirabaud & Cie
Switzerland
$3.88M +$3.88M +22,812 New
DCM
1731
Dudley Capital Management
Virginia
$3.88M +$850 +5 +0%
NCM
1732
NCM Capital Management
New Jersey
$3.88M +$4.59K +27 +0.1%
HCM
1733
Highlander Capital Management
New Jersey
$3.88M +$100K +590 +3%
KFI
1734
Key Financial Inc
Pennsylvania
$3.87M +$636K +3,740 +20%
CAC
1735
Certified Advisory Corp
Florida
$3.86M -$5.5M -32,313 -59%
GLR
1736
Great Lakes Retirement
Ohio
$3.86M +$17.7K +104 +0.5%
JE
1737
JMAC Enterprises
Pennsylvania
$3.85M +$175K +1,028 +5%
CIP
1738
Convergence Investment Partners
Florida
$3.85M +$30.8K +181 +0.8%
ALAM
1739
Asahi Life Asset Management
Japan
$3.84M -$2.52M -14,839 -40%
QWM
1740
Quadcap Wealth Management
Texas
$3.84M +$3.84M +22,553 New
SGI
1741
Summit Global Investments
Utah
$3.82M -$1.51M -8,900 -28%
GIM
1742
Guardian Investment Management
California
$3.82M -$5.61K -33 -0.1%
GGHC
1743
Gilder Gagnon Howe & Co
New York
$3.8M -$24.8K -146 -0.6%
LJAC
1744
L.J. Altfest & Co
New York
$3.8M -$83.9K -493 -2%
WP
1745
WealthSource Partners
California
$3.79M -$139K -820 -4%
NWM
1746
Northcape Wealth Management
New York
$3.78M -$42.5K -250 -1%
AM
1747
Account Management
Massachusetts
$3.78M – – –
WCM
1748
Wunderlich Capital Managemnt
Tennessee
$3.77M -$122K -715 -3%
TCA
1749
Trifecta Capital Advisors
Illinois
$3.77M +$40.3K +237 +1%
PIP
1750
Peachtree Investment Partners
Florida
$3.76M +$1.7M +9,968 +82%
68 69
70
71 72