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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 %
IIL
2101
Insight Inv LLC
California
$2.39M +$12.8K +75 +0.5%
IWS
2102
Insight Wealth Strategies
California
$2.39M -$64.6K -380 -3%
LI
2103
Lafayette Investments
Maryland
$2.38M +$14.5K +85 +0.6%
TLCM
2104
Twin Lakes Capital Management
California
$2.38M +$10K +59 +0.4%
WA
2105
Wambolt & Associates
Colorado
$2.38M -$189K -1,114 -7%
RA
2106
Rockingstone Advisors
Massachusetts
$2.37M -$46.4K -273 -2%
LA
2107
LM Advisors
California
$2.37M +$2.37M +13,948 New
ACMA
2108
Arbor Capital Management (Alaska)
Alaska
$2.37M -$146K -851 -6%
NHC
2109
Nicholas Hoffman & Company
Georgia
$2.37M +$190K +1,116 +9%
FFG
2110
Fortem Financial Group
California
$2.36M +$166K +973 +8%
AT
2111
Arlington Trust
Alabama
$2.36M +$1.88M +11,048 +391%
GM
2112
GeoWealth Management
Illinois
$2.36M +$1.78M +10,473 +309%
Koshinski Asset Management
2113
Koshinski Asset Management
Illinois
$2.35M -$2.34M -13,730 -50%
HA
2114
Hamel Associates
New Jersey
$2.34M – – –
BI
2115
Ballast Inc
Kentucky
$2.34M +$205K +1,207 +10%
CIM
2116
Chapman Investment Management
California
$2.33M – – –
MSFS
2117
Main Street Financial Solutions
Pennsylvania
$2.32M -$35K -206 -1%
SIP
2118
Stoneridge Investment Partners
Pennsylvania
$2.31M +$1.04M +6,088 +81%
BFIC
2119
Bedell Frazier Investment Counselling
California
$2.31M -$25.5K -150 -1%
CIM
2120
CIM Investment Management
Pennsylvania
$2.31M – – –
JGCM
2121
Joseph Group Capital Management
Ohio
$2.3M +$42.5K +250 +2%
LC
2122
LCNB Corp
Ohio
$2.3M +$23.5K +138 +1%
BFA
2123
Brendel Financial Advisors
New Hampshire
$2.29M -$2.89K -17 -0.1%
AFS
2124
Aft Forsyth & Sober
Florida
$2.29M – – –
WCBA
2125
Weaver C. Barksdale & Associates
Tennessee
$2.29M -$481K -2,830 -17%
83 84
85
86 87