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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 %
MIM
1926
Morningstar Investment Management
Illinois
$3.05M +$3.05M +17,951 New
MIM
1927
Moseley Investment Management
Florida
$3.05M -$33.2K -195 -1%
DBIA
1928
Dumont & Blake Investment Advisors
New Jersey
$3.04M -$203K -1,195 -6%
EFSCE
1929
Enterprise Financial Services Corp (EFSC)
Missouri
$3.04M -$29.3K -172 -1%
GLA
1930
Good Life Advisors
Pennsylvania
$3.03M +$58.5K +344 +2%
RSA
1931
River Street Advisors
Illinois
$3.03M +$156K +918 +5%
HFBOT
1932
Home Federal Bank of Tennessee
Tennessee
$3.03M -$4.25K -25 -0.1%
FFA
1933
Fortune Financial Advisors
Kansas
$3.03M -$162K -951 -5%
RFA
1934
Register Financial Advisors
Georgia
$3.02M -$94.1K -553 -3%
PCTC
1935
Perkins Coie Trust Company
Washington
$3.02M +$330K +1,942 +12%
WPC
1936
White Pine Capital
Minnesota
$3.01M -$371K -2,179 -11%
AWM
1937
Affinity Wealth Management
Delaware
$3.01M -$227K -1,335 -7%
CW
1938
Channel Wealth
California
$3.01M +$369K +2,169 +14%
EHC
1939
Everett Harris & Co
California
$3M -$16.7K -98 -0.6%
CBFP
1940
Cedar Brook Financial Partners
Ohio
$3M +$107K +630 +4%
CPA
1941
Court Place Advisors
Maryland
$2.99M -$12.8K -75 -0.4%
PP
1942
Pegasus Partners
Wisconsin
$2.99M -$10.2K -60 -0.3%
BSA
1943
Bull Street Advisors
Georgia
$2.99M +$11.9K +70 +0.4%
RIA
1944
Realta Investment Advisors
Delaware
$2.99M -$225K -1,322 -7%
WFAG
1945
Worth Financial Advisory Group
North Carolina
$2.98M +$47.8K +281 +2%
CFFP
1946
Center for Financial Planning
Michigan
$2.98M +$7.14K +42 +0.2%
TCPG
1947
Trivant Custom Portfolio Group
California
$2.97M -$82K -482 -3%
LWM
1948
Ledge Wealth Management
Minnesota
$2.97M -$65.8K -387 -2%
FWM
1949
Forza Wealth Management
Florida
$2.97M -$535K -3,145 -15%
FPIS
1950
Financial Planning & Information Services
Wisconsin
$2.97M – – –
76 77
78
79 80