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 %
ARA
1876
Alexander Randolph Advisory
Virginia
$3.22M +$3.22M +18,929 New
GWM
1877
Graybill Wealth Management
Illinois
$3.21M +$28.4K +167 +0.9%
VCAM
1878
Van Cleef Asset Management
Ohio
$3.21M +$2.72K +16 +0.1%
FM
1879
Family Management
New York
$3.21M +$5.44K +32 +0.2%
KFGK
1880
Keystone Financial Group (Kentucky)
Kentucky
$3.2M +$44.7K +263 +1%
PRS
1881
Pinkerton Retirement Specialists
Idaho
$3.19M -$242K -1,421 -7%
HW
1882
Hedeker Wealth
Illinois
$3.19M -$72.3K -425 -2%
WG
1883
Winton Group
United Kingdom
$3.18M +$3.18M +18,716 New
PFSC
1884
Peoples Financial Services Corp
Pennsylvania
$3.18M -$6.97K -41 -0.2%
HH
1885
HWG Holdings
Texas
$3.18M +$372K +2,185 +13%
KS
1886
Karpas Strategies
Connecticut
$3.17M -$246K -1,448 -7%
GPA
1887
Guerra Pan Advisors
New Jersey
$3.17M +$63.3K +372 +2%
ATWA
1888
Arbor Trust Wealth Advisors
Michigan
$3.17M +$14.5K +85 +0.5%
SC
1889
Sawyer & Company
Massachusetts
$3.16M -$136K -802 -4%
TP
1890
Tranquility Partners
Tennessee
$3.16M -$130K -765 -4%
AHIA
1891
Andrew Hill Investment Advisors
Florida
$3.16M +$3.16M +18,571 New
PWCM
1892
Processus Wealth & Capital Management
Tennessee
$3.16M +$3.16M +18,565 New
WC
1893
Wynn Capital
Georgia
$3.16M +$3.16M +18,564 New
EFG
1894
Ethos Financial Group
Pennsylvania
$3.16M -$297K -1,749 -9%
BWM
1895
BCGM Wealth Management
Indiana
$3.15M +$18.9K +111 +0.6%
AIM
1896
Aspen Investment Management
Michigan
$3.15M -$2.04K -12 -0.1%
WA
1897
WP Advisors
California
$3.14M +$62.9K +370 +2%
OFA
1898
Oak Family Advisors
Illinois
$3.14M +$292K +1,719 +10%
OAM
1899
Occidental Asset Management
California
$3.14M +$84K +494 +3%
HIG
1900
Herr Investment Group
Texas
$3.14M -$3.76M -22,103 -55%
74 75
76
77 78