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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 %
WC
1976
Waterloo Capital
Texas
$2.86M +$989K +5,815 +53%
GGA
1977
Granite Group Advisors
Connecticut
$2.85M +$2.85M +15,143 New
BCFD
1978
Boit C.F. David
$2.85M +$427K +2,492 +18%
AP
1979
Adero Partners
California
$2.84M +$68.4K +402 +2%
SGC
1980
Slocum, Gordon & Co
Rhode Island
$2.83M – – –
LAIC
1981
Lederer & Associates Investment Counsel
California
$2.83M -$34.4K -202 -1%
MC
1982
Martin & Co
Tennessee
$2.83M -$98.3K -578 -3%
MGIU
1983
M&G Investments (USA)
Illinois
$2.82M +$2.82M +16,612 New
VFA
1984
Voya Financial Advisors
Connecticut
$2.81M +$24.5K +144 +0.9%
KM
1985
KP Management
Minnesota
$2.81M +$2.81M +16,527 New
FIC
1986
FCG Investment Company
Tennessee
$2.81M +$2.81M +16,507 New
MC
1987
Marest Capital
California
$2.8M +$2.8M +16,483 New
TA
1988
Townsend & Associates
Colorado
$2.79M +$3.41K +20 +0.1%
APF
1989
Alaska Permanent Fund
Alaska
$2.79M -$14.6K -86 -0.5%
SCM
1990
Spreng Capital Management
Ohio
$2.79M -$129K -757 -4%
LIM
1991
Loudon Investment Management
New Hampshire
$2.77M -$11.6K -68 -0.4%
GWM
1992
GSB Wealth Management
Connecticut
$2.77M -$59.5K -350 -2%
CRA
1993
Clear Rock Advisors
Texas
$2.77M +$2.77M +15,835 New
CA
1994
Cumberland Advisors
Florida
$2.76M -$28.9K -170 -1%
LMKC
1995
L.M. Kohn & Company
Ohio
$2.76M +$189K +1,110 +7%
TPWM
1996
Twelve Points Wealth Management
Massachusetts
$2.76M -$232K -1,364 -8%
TWA
1997
TCI Wealth Advisors
Arizona
$2.76M +$172K +1,009 +7%
HWA
1998
Heritage Wealth Advisors
Virginia
$2.76M -$169K -992 -6%
IFWM
1999
Institute for Wealth Management
Colorado
$2.75M -$41K -241 -1%
BB
2000
Bell Bank
North Dakota
$2.75M +$102K +602 +4%
78 79
80
81 82