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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 %
PMA
1801
Prudent Man Advisors
Illinois
$3.53M +$115K +677 +3%
HI
1802
Hoey Investments
Pennsylvania
$3.51M +$468K +2,752 +15%
FCA
1803
FLC Capital Advisors
California
$3.51M +$81.8K +481 +2%
NAMP
1804
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.51M -$21.3K -125 -0.6%
IHL
1805
Investment House LLC
California
$3.5M +$2.59M +15,245 +285%
LFA
1806
Landmark Financial Advisors
Kentucky
$3.5M +$26.7K +157 +0.8%
OFS
1807
OneAscent Financial Services
Alabama
$3.5M +$2.42M +14,200 +222%
CP
1808
Canopy Partners
Ohio
$3.5M +$3.5M +20,570 New
OAM
1809
Ostrum Asset Management
France
$3.49M -$23.5K -138 -0.7%
CCWM
1810
Cassaday & Co Wealth Management
Virginia
$3.49M +$12.9K +76 +0.4%
DC
1811
DeDora Capital
California
$3.49M +$59.7K +351 +2%
MG
1812
Mather Group
Illinois
$3.49M +$274K +1,612 +9%
APIM
1813
Agate Pass Investment Management
Washington
$3.49M +$99.7K +586 +3%
EWM
1814
Evermay Wealth Management
Virginia
$3.48M -$289K -1,700 -8%
BTWM
1815
Baker Tilly Wealth Management
Wisconsin
$3.48M -$375K -2,204 -10%
RCWM
1816
Royal Capital Wealth Management
Indiana
$3.48M +$14.3K +84 +0.4%
RGI
1817
River Global Investors
United Kingdom
$3.47M -$34.6K -203 -1%
KWM
1818
Keebeck Wealth Management
Illinois
$3.46M +$27.2K +160 +0.8%
MFA
1819
Mayflower Financial Advisors
Massachusetts
$3.46M -$149K -874 -4%
SAM
1820
Sawgrass Asset Management
Florida
$3.46M -$124K -730 -3%
SWM
1821
Sculati Wealth Management
Michigan
$3.46M +$17K +100 +0.5%
XSC
1822
X-Square Capital
Puerto Rico
$3.45M -$136K -801 -4%
SWMP
1823
Signature Wealth Management Partners
New Jersey
$3.45M -$510 -3 -0%
ZIG
1824
Zullo Investment Group
Pennsylvania
$3.45M +$60.7K +357 +2%
MAWCM
1825
Mine & Arao Wealth Creation & Management
California
$3.45M +$24.5K +144 +0.7%
71 72
73
74 75