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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 %
BBNA
2001
Bremer Bank National Association
Minnesota
$2.75M -$158K -927 -5%
VWM
2002
Venturi Wealth Management
Texas
$2.75M +$46.3K +272 +2%
HCCM
2003
Hudson Canyon Capital Management
New York
$2.74M -$82.2K -483 -3%
IIA
2004
IPG Investment Advisors
California
$2.74M +$582K +3,421 +27%
AC
2005
Avestar Capital
New York
$2.74M +$469K +2,758 +21%
PB
2006
Pinnacle Bancorp
Nebraska
$2.73M -$1.61M -9,494 -37%
TWM
2007
TriaGen Wealth Management
California
$2.73M -$62.6K -368 -2%
RTC
2008
Riverview Trust Company
Washington
$2.72M -$52.4K -308 -2%
EL
2009
EMFO LLC
Florida
$2.72M -$510K -3,000 -16%
DAM
2010
Delta Asset Management
Tennessee
$2.71M +$340 +2 +0%
AWC
2011
Abundance Wealth Counselors
Pennsylvania
$2.71M -$1.87K -11 -0.1%
DA
2012
Dillon & Associates
Michigan
$2.71M +$9.69K +57 +0.4%
AO
2013
Advisor OS
Illinois
$2.71M +$145K +850 +6%
GG
2014
Gleason Group
Kentucky
$2.71M +$19.7K +116 +0.7%
GC
2015
Guardian Capital
Ontario, Canada
$2.7M +$98K +576 +4%
FA
2016
FDx Advisors
Illinois
$2.7M -$174K -1,021 -6%
CPIA
2017
Cornell Pochily Investment Advisors
New York
$2.7M +$4.76K +28 +0.2%
BCM
2018
Boltwood Capital Management
California
$2.7M -$43.9K -258 -2%
PWAM
2019
Pinnacle West Asset Management
Wyoming
$2.7M +$161K +945 +6%
BOCM
2020
Bontempo Ohly Capital Management
Maryland
$2.69M -$13.1K -77 -0.5%
KF
2021
Krilogy Financial
Missouri
$2.69M +$117K +688 +5%
MWM
2022
Marion Wealth Management
Pennsylvania
$2.69M -$17.4K -102 -0.6%
CIAS
2023
CFS Investment Advisory Services
New Jersey
$2.69M -$30.6K -180 -1%
CIC
2024
Chilton Investment Company
Connecticut
$2.68M +$40.1K +236 +2%
SICM
2025
Sustainable Insight Capital Management
New York
$2.68M -$953K -5,600 -26%
79 80
81
82 83