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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 %
CPW
1901
Cove Private Wealth
New York
$3.13M +$3.13M +18,400 New
VRM
1902
Vectors Research Management
New York
$3.12M +$1.79M +25,520 +134%
RZH
1903
Relyea Zuckerberg Hanson
Connecticut
$3.12M +$477K +2,805 +18%
BSG
1904
Black Swift Group
Colorado
$3.12M +$3.12M +18,315 New
GFG
1905
Goldstone Financial Group
Illinois
$3.11M +$21.6K +127 +0.7%
IIC
1906
Integrated Investment Consultants
Michigan
$3.11M +$69.1K +406 +2%
EHWM
1907
Eads & Heald Wealth Management
Georgia
$3.11M -$63.4K -373 -2%
SFG
1908
Snider Financial Group
Washington
$3.11M +$106K +624 +4%
EWM
1909
Empirical Wealth Management
Washington
$3.11M +$250K +1,470 +9%
TCM
1910
Tandem Capital Management
New Jersey
$3.1M -$111K -650 -3%
SLC
1911
Second Line Capital
Louisiana
$3.1M +$3.1M +18,238 New
PIWA
1912
Prevail Innovative Wealth Advisors
Kansas
$3.1M +$352K +2,067 +13%
HDIM
1913
Hanson & Doremus Investment Management
Vermont
$3.1M -$23K -135 -0.7%
AWM
1914
Aries Wealth Management
Maine
$3.1M -$178K -1,048 -5%
CCA
1915
Criterion Capital Advisors
Tennessee
$3.09M +$3.09M +18,172 New
VBCG
1916
Valley Brook Capital Group
Pennsylvania
$3.08M +$895K +7,001 +41%
SDWIA
1917
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.07M – – –
PWPS
1918
Pinnacle Wealth Planning Services
Ohio
$3.07M -$25.5K -150 -0.8%
WEG
1919
World Equity Group
Illinois
$3.07M +$36.4K +214 +1%
IF
1920
Intrua Financial
Texas
$3.06M -$347K -2,038 -10%
CCM
1921
Condor Capital Management
New Jersey
$3.06M -$232K -1,365 -7%
AMIM
1922
Aull & Monroe Investment Management
Alabama
$3.06M -$2.72K -16 -0.1%
SMC
1923
Smith, Moore & Co
Missouri
$3.06M -$340 -2 -0%
BIP
1924
Blueprint Investment Partners
North Carolina
$3.06M +$389K +2,286 +15%
OHWP
1925
Oak Harbor Wealth Partners
North Carolina
$3.06M -$218K -1,280 -7%
75 76
77
78 79