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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 %
BMC
1951
Benin Management Corp
Connecticut
$2.97M -$25.5K -150 -0.9%
SF
1952
Symphony Financial
Texas
$2.96M +$2.33M +13,767 +365%
SIA
1953
Sage Investment Advisers
New York
$2.96M -$122K -718 -4%
CA
1954
CGN Advisors
Kansas
$2.96M -$163K -960 -5%
MWA
1955
Moser Wealth Advisors
Washington
$2.95M -$20.4K -120 -0.7%
MCCP
1956
Mission Creek Capital Partners
California
$2.95M +$47.6K +280 +2%
3IP
1957
3Chopt Investment Partners
Virginia
$2.94M +$16.5K +97 +0.6%
SQA
1958
Simon Quick Advisors
New Jersey
$2.93M -$355K -2,087 -11%
NF
1959
Nvest Financial
New Hampshire
$2.93M +$161K +944 +6%
GWMR
1960
GC Wealth Management RIA
Massachusetts
$2.93M +$2.93M +17,225 New
MLM
1961
Mount Lucas Management
Pennsylvania
$2.92M +$2.92M +17,143 New
BIG
1962
Brooklyn Investment Group
New York
$2.91M +$2.91M +17,123 New
GPFA
1963
Game Plan Financial Advisors
Ohio
$2.91M +$2.91M +17,093 New
FBT
1964
First Bankers Trust
Kentucky
$2.9M -$42K -247 -1%
PMFA
1965
Plante Moran Financial Advisors
Michigan
$2.9M +$276K +1,624 +11%
BHA
1966
Beech Hill Advisors
New York
$2.9M -$649K -3,818 -18%
MTIC
1967
Missouri Trust & Investment Company
Missouri
$2.89M +$78.1K +459 +3%
OC
1968
Opinicus Capital
Florida
$2.88M +$2.88M +16,956 New
CC
1969
Centiva Capital
New York
$2.88M -$3.45M -20,267 -54%
EA
1970
Eclectic Associates
California
$2.88M -$186K -1,094 -6%
FCCM
1971
First City Capital Management
Georgia
$2.87M -$19.6K -115 -0.7%
LFM
1972
LGT Fund Management
Liechtenstein
$2.87M +$1.02M +5,970 +55%
AEPWM
1973
Atlantic Edge Private Wealth Management
Florida
$2.86M +$2.86M +16,842 New
CBT
1974
Central Bank & Trust
Kentucky
$2.86M +$882K +5,184 +45%
RHP
1975
Royal Harbor Partners
Texas
$2.86M +$90.5K +532 +3%
77 78
79
80 81