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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 %
IF
2026
Ironwood Financial
Arizona
$2.67M -$6.46K -38 -0.2%
ATFA
2027
All Terrain Financial Advisors
Minnesota
$2.67M +$26.7K +157 +1%
RL
2028
Ruffer LLP
United Kingdom
$2.67M -$27.8K -163 -1%
FPAS
2029
Focus Partners Advisor Solutions
Missouri
$2.66M -$691K -4,064 -21%
CA
2030
Continental Advisors
Utah
$2.66M – – –
NBT
2031
Northwest Bank & Trust
Iowa
$2.66M +$2.66M +15,630 New
SN
2032
Sittner & Nelson
Oregon
$2.66M +$95.6K +562 +4%
WCM
2033
Weik Capital Management
Pennsylvania
$2.65M -$62.9K -370 -2%
Two Sigma Investments
2034
Two Sigma Investments
New York
$2.65M +$609K +3,578 +30%
IP
2035
Ignite Planners
California
$2.65M -$323K -1,875 -11%
AFG
2036
AFS Financial Group
Maryland
$2.64M -$3.08M -18,109 -54%
HFP
2037
Holistic Financial Partners
Indiana
$2.64M +$138K +811 +6%
AWM
2038
Aberdeen Wealth Management
Illinois
$2.63M -$41.7K -245 -2%
LWM
2039
Laidlaw Wealth Management
New York
$2.62M -$770K -4,524 -23%
CCG
2040
Chatham Capital Group
Georgia
$2.62M – – –
CFP
2041
Catalyst Financial Partners
Massachusetts
$2.62M +$23.3K +137 +0.9%
HIC
2042
Hartline Investment Corp
Illinois
$2.61M +$76.9K +452 +3%
WP
2043
WMS Partners
Maryland
$2.6M -$622K -3,659 -19%
EWA
2044
Etesian Wealth Advisors
Oregon
$2.6M -$12.9K -76 -0.5%
PFM
2045
Phillips Financial Management
Indiana
$2.6M -$19.6K -115 -0.7%
MYIA
2046
Mount Yale Investment Advisors
Colorado
$2.6M -$7.88M -46,329 -75%
REMPR
2047
Roof Eidam Maycock Peralta (REMP)
California
$2.6M – – –
AW
2048
Alaethes Wealth
Nevada
$2.6M -$8.85K -52 -0.3%
MCM
2049
Manchester Capital Management
Vermont
$2.59M +$14.8K +87 +0.6%
SWA
2050
SFMG Wealth Advisors
Texas
$2.59M +$40.3K +237 +2%
80 81
82
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