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 %
JSL
1851
JT Stratford LLC
Georgia
$3.29M -$37.1K -218 -1%
P
1852
&Partners
Tennessee
$3.29M +$2.19M +12,822 +198%
BFA
1853
Beaumont Financial Advisors
Massachusetts
$3.29M +$61.4K +361 +2%
GIM
1854
Gold Investment Management
Alberta, Canada
$3.29M +$3.29M +19,343 New
HCM
1855
Huber Capital Management
California
$3.29M -$6.63K -39 -0.2%
WWM
1856
WT Wealth Management
Arizona
$3.29M +$1.16M +6,847 +55%
FUBT
1857
First United Bank & Trust
Maryland
$3.28M -$37.4K -220 -1%
IP
1858
Investment Partners
Ohio
$3.28M -$76.7K -451 -2%
SLT
1859
St Louis Trust
Missouri
$3.28M +$42.5K +250 +1%
WIA
1860
World Investment Advisors
California
$3.28M +$2.54M +14,957 +346%
AAM
1861
Aureus Asset Management
Massachusetts
$3.28M +$157K +922 +5%
FWM
1862
Finer Wealth Management
Massachusetts
$3.28M +$204K +1,199 +7%
HIC
1863
Harvey Investment Company
Kentucky
$3.28M – – –
RCG
1864
Regatta Capital Group
California
$3.28M +$6.46K +38 +0.2%
CAMV
1865
Concord Asset Management (Virginia)
Virginia
$3.27M +$892K +5,245 +37%
CCG
1866
Ceeto Capital Group
Florida
$3.26M +$1.36K +8 +0%
GEA
1867
Glen Eagle Advisors
New Jersey
$3.25M -$216K -1,269 -6%
NPP
1868
New Potomac Partners
Maryland
$3.24M +$265K +1,556 +9%
MSK
1869
Melissa S. Kampmann
$3.24M +$119K +700 +4%
OAM
1870
Oak Asset Management
California
$3.23M -$99.7K -586 -3%
CCIA
1871
Campbell & Co Investment Adviser
Maryland
$3.23M +$3.23M +18,970 New
OWP
1872
Obermeyer Wealth Partners
Colorado
$3.22M +$65.8K +387 +2%
MIA
1873
MeadowBrook Investment Advisors
Michigan
$3.22M +$3.22M +18,955 New
MIM
1874
Miller Investment Management
Pennsylvania
$3.22M – – –
RMAM
1875
Raab & Moskowitz Asset Management
New Jersey
$3.22M +$210K +1,235 +7%
73 74
75
76 77