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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 %
CCA
1826
Cobblestone Capital Advisors
New York
$3.44M -$75.4K -443 -2%
CICC
1827
Capital Investment Counsel (Colorado)
Colorado
$3.43M +$3.43M +20,151 New
GPTE
1828
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.42M – – –
PWG
1829
Portside Wealth Group
Utah
$3.41M -$159K -932 -4%
BDS
1830
Banco de Sabadell
Florida
$3.41M -$160K -943 -4%
EFG
1831
Everhart Financial Group
Ohio
$3.4M +$187K +1,097 +6%
ACM
1832
Advent Capital Management
New York
$3.4M +$3.4M +20,000 New
NIP
1833
Nicholas Investment Partners
California
$3.4M -$2.03M -11,930 -37%
KIC
1834
Kensington Investment Counsel
California
$3.39M +$468K +2,752 +16%
CPC
1835
Congress Park Capital
New York
$3.39M -$36.6K -215 -1%
ODG
1836
O'Dell Group
Ohio
$3.39M -$47.8K -281 -1%
MCA
1837
Magnolia Capital Advisors
Mississippi
$3.37M +$167K +945 +5%
RWM
1838
RKL Wealth Management
Pennsylvania
$3.37M +$285K +1,673 +9%
CTC
1839
Cetera Trust Company
Minnesota
$3.36M +$3.36M +19,766 New
SFG
1840
StrategIQ Financial Group
Indiana
$3.36M -$1M -5,889 -23%
HBT
1841
Heartland Bank & Trust
Illinois
$3.35M -$239K -1,406 -7%
AIM
1842
Acropolis Investment Management
Missouri
$3.34M -$45.2K -266 -1%
CH
1843
Canton Hathaway
Rhode Island
$3.34M – – –
SAM
1844
Secure Asset Management
Michigan
$3.33M -$268K -1,578 -7%
1WA
1845
180 Wealth Advisors
Washington
$3.32M -$66.6K -387 -2%
RDFA
1846
Ritter Daniher Financial Advisory
Ohio
$3.32M +$235K +1,381 +8%
RP
1847
Raelipskie Partnership
Ontario, Canada
$3.32M +$3.32M +19,517 New
TIA
1848
Tiemann Investment Advisors
California
$3.31M -$16.5K -97 -0.5%
FFS
1849
Founders Financial Securities
Maryland
$3.31M +$711K +4,177 +27%
IAS
1850
Investment Advisory Services
Texas
$3.3M -$42K -247 -1%
72 73
74
75 76