JPM icon

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 %
MCM
1776
Marathon Capital Management
Maryland
$3.64M +$172K +1,009 +5%
CB
1777
CNB Bank
Pennsylvania
$3.63M -$164K -963 -4%
WOC
1778
West Oak Capital
California
$3.63M -$93K -550 -2%
PRWA
1779
Platte River Wealth Advisors
Colorado
$3.62M +$213K +1,252 +6%
SWM
1780
Sugarloaf Wealth Management
Georgia
$3.6M +$102K +597 +3%
BLC
1781
Brown, Lisle/Cummings
Rhode Island
$3.59M -$84.9K -499 -2%
SHFP
1782
Second Half Financial Partners
Florida
$3.59M -$29.9K -176 -0.8%
SPG
1783
Strategic Planning Group
Utah
$3.59M +$3.59M +21,121 New
RFA
1784
Resurgent Financial Advisors
Georgia
$3.57M -$11.7K -69 -0.3%
SOAMC
1785
Spirit of America Management Corp
New York
$3.57M – – –
PCM
1786
Poehling Capital Management
Wisconsin
$3.57M +$50.2K +295 +1%
DMKJ
1787
David M. Knott Jr
$3.57M – – –
TFA
1788
Transamerica Financial Advisors
Florida
$3.57M -$1.39M -8,171 -28%
ECML
1789
Eagle Capital Management (Louisiana)
Louisiana
$3.57M +$21.9K +129 +0.6%
CA
1790
CoreCap Advisors
Michigan
$3.57M -$124K -729 -3%
APG
1791
Abacus Planning Group
South Carolina
$3.56M -$14.6K -86 -0.4%
ACS
1792
Archford Capital Strategies
Illinois
$3.55M -$205K -1,208 -5%
SW
1793
StrongBox Wealth
Missouri
$3.55M -$19.7K -116 -0.6%
AIC
1794
Archer Investment Corporation
Indiana
$3.55M +$60.7K +357 +2%
CS
1795
Crescent Sterling
Louisiana
$3.54M -$29.3K -172 -0.8%
LA
1796
Legacy Advisors
Pennsylvania
$3.54M +$130K +764 +4%
PSB
1797
Piscataqua Savings Bank
New Hampshire
$3.54M -$1.07M -6,276 -23%
NW
1798
Naviter Wealth
Arkansas
$3.54M +$715K +4,201 +25%
LCM
1799
Leisure Capital Management
California
$3.54M -$207K -1,218 -6%
NL
1800
NWAM LLC
Washington
$3.53M -$5.27K -31 -0.1%
70 71
72
73 74