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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 %
LIA
2051
LS Investment Advisors
Michigan
$2.58M +$22.8K +134 +0.9%
SWM
2052
Segment Wealth Management
Texas
$2.58M +$276K +1,624 +12%
LMIM
2053
Lockheed Martin Investment Management
Maryland
$2.58M -$9.85M -64,020 -79%
BCM
2054
Birmingham Capital Management
Alabama
$2.58M -$93.6K -550 -4%
TAM
2055
Titleist Asset Management
Texas
$2.57M +$32.5K +191 +1%
BCA
2056
Bay Colony Advisors
Massachusetts
$2.57M +$100K +588 +4%
NCM
2057
Next Capital Management
New York
$2.57M +$50.7K +298 +2%
DFA
2058
Delta Financial Advisors
Louisiana
$2.57M +$31.6K +186 +1%
FDS
2059
First Dallas Securities
Texas
$2.57M +$1.21M +7,124 +89%
BFW
2060
Brady Family Wealth
Missouri
$2.57M +$37.6K +221 +1%
PL
2061
Perpetual Ltd
Australia
$2.57M -$693K -4,076 -21%
KF
2062
KKM Financial
Illinois
$2.57M +$2.57M +15,081 New
OP
2063
ORG Partners
Indiana
$2.56M +$563K +3,311 +28%
AIA
2064
Armor Investment Advisors
North Carolina
$2.55M +$13.1K +77 +0.5%
WA
2065
Wealth Alliance
New York
$2.54M -$78.8K -463 -3%
RF
2066
Rollins Financial
Georgia
$2.53M -$240K -1,408 -9%
RFA
2067
Rollins Financial Advisors
New York
$2.53M +$2.53M +14,899 New
NMM
2068
Naples Money Management
Florida
$2.53M +$2.53M +14,880 New
GAM
2069
Grandview Asset Management
Pennsylvania
$2.51M -$21.8K -128 -0.9%
GI
2070
GS Investments
Minnesota
$2.51M – – –
FCFC
2071
First Commonwealth Financial Corp
Pennsylvania
$2.5M -$409K -2,406 -14%
JWM
2072
Jeppson Wealth Management
California
$2.49M -$680 -4 -0%
SEEDPG
2073
S.E.E.D. Planning Group
New York
$2.49M -$59K -347 -2%
HVP
2074
Hudson Value Partners
Florida
$2.48M +$12.9K +76 +0.5%
FFO
2075
Fiduciary Family Office
Florida
$2.48M +$2.48M +14,605 New
81 82
83
84 85