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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 %
LFG
1751
Larson Financial Group
Missouri
$3.76M -$142K -833 -4%
BMC
1752
Beaton Management Company
Massachusetts
$3.76M -$56.1K -330 -1%
IFPG
1753
Intrepid Financial Planning Group
Indiana
$3.76M – – –
TFA
1754
Trinity Financial Advisors
Ohio
$3.75M -$66.8K -393 -2%
BC
1755
Bowman & Company
Wisconsin
$3.75M +$197K +1,159 +6%
LWA
1756
Lineweaver Wealth Advisors
Ohio
$3.74M +$488K +2,870 +15%
AAF
1757
Andra AP-fonden
Sweden
$3.74M -$3.08M -18,100 -45%
LWM
1758
Lodestone Wealth Management
Washington
$3.74M +$15.5K +91 +0.4%
OF
1759
Outfitter Financial
Maine
$3.72M -$9.36K -55 -0.3%
ORC
1760
O'Rourke & Company
Massachusetts
$3.72M +$64.3K +378 +2%
CWP
1761
Concord Wealth Partners
Virginia
$3.72M +$418K +2,455 +13%
PP
1762
Pacifica Partners
Canada
$3.7M +$6.48K +41 +0.2%
PWA
1763
Phoenix Wealth Advisors
North Carolina
$3.7M -$38K -221 -1%
MWM
1764
Massachusetts Wealth Management
Massachusetts
$3.69M +$86.6K +509 +2%
BO
1765
Bank OZK
Arkansas
$3.69M -$139K -820 -4%
MA
1766
MCF Advisors
Kentucky
$3.68M +$66K +388 +2%
V
1767
VeraBank
Texas
$3.68M -$14.3K -84 -0.4%
IP
1768
Intellectus Partners
California
$3.66M +$52.6K +309 +1%
LOIM
1769
Liberty One Investment Management
Illinois
$3.66M +$160K +941 +5%
CIA
1770
Cohen Investment Advisors
New Hampshire
$3.66M -$8.51K -50 -0.2%
PRA
1771
Pine Ridge Advisers
New York
$3.66M – – –
NL
1772
NVWM LLC
Pennsylvania
$3.65M -$228K -1,338 -6%
LCM
1773
Legato Capital Management
California
$3.65M – – –
Edgewood Management
1774
Edgewood Management
Connecticut
$3.65M – – –
SWA
1775
SOA Wealth Advisors
New York
$3.64M +$35.6K +209 +1%
69 70
71
72 73