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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 %
WAG
2076
Winthrop Advisory Group
Massachusetts
$2.48M +$572K +3,360 +30%
WFG
2077
Wills Financial Group
Virginia
$2.48M +$1.29M +7,611 +110%
CW
2078
CreativeOne Wealth
Kansas
$2.47M -$1.77M -10,408 -42%
BFA
2079
Benedict Financial Advisors
Georgia
$2.47M +$11.1K +65 +0.4%
FFA
2080
Fragasso Financial Advisors
Pennsylvania
$2.47M -$56K -329 -2%
CFS
2081
Commonwealth Financial Services
West Virginia
$2.47M +$3.4K +20 +0.1%
JHCP
2082
Jackson Hole Capital Partners
Oklahoma
$2.46M – – –
MLA
2083
MB, Levis & Associates
Pennsylvania
$2.46M +$11.6K +68 +0.5%
DTC
2084
Davidson Trust Company
Washington
$2.46M -$28.6K -168 -1%
OCM
2085
Orleans Capital Management
Louisiana
$2.45M +$222K +1,308 +10%
AF
2086
Apexium Financial
Texas
$2.45M +$768K +4,514 +46%
CA
2087
Corrado Advisors
New Jersey
$2.45M -$902K -5,303 -27%
BWM
2088
BKM Wealth Management
Wisconsin
$2.44M +$2.44M +14,363 New
BCM
2089
BlueCrest Capital Management
Jersey
$2.44M -$2.69M -15,825 -52%
AWA
2090
Amplius Wealth Advisors
Pennsylvania
$2.44M +$22.8K +134 +0.9%
CPSC
2091
Carl P. Sherr & Co
Massachusetts
$2.44M -$6.97K -41 -0.3%
SIA
2092
Strategic Investment Advisors
Michigan
$2.43M +$557K +3,276 +30%
YDMI
2093
Y.D. More Investments
Israel
$2.43M -$10.5K -62 -0.4%
RAM
2094
Ramirez Asset Management
New York
$2.43M – – –
LWA
2095
Lantern Wealth Advisors
New York
$2.42M +$2.42M +14,210 New
RWS
2096
Resolute Wealth Strategies
Mississippi
$2.4M -$203K -1,191 -8%
WHC
2097
Wulff, Hansen & Co
California
$2.4M +$16.7K +98 +0.7%
AA
2098
Altman Advisors
Illinois
$2.39M -$143K -840 -6%
OIA
2099
Optimum Investment Advisors
Illinois
$2.39M -$295K -1,736 -11%
FCB
2100
First County Bank
Connecticut
$2.39M -$9.36K -55 -0.4%
82 83
84
85 86