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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 %
USB
2126
Union Savings Bank
Connecticut
$2.28M -$25.3K -149 -1%
EG
2127
Ellerson Group
Maryland
$2.28M – – –
SFG
2128
Summit Financial Group
West Virginia
$2.28M -$20.6K -121 -0.9%
VCP
2129
Verus Capital Partners
Arizona
$2.27M -$11.9K -70 -0.5%
B
2130
Birchbrook
Maine
$2.27M +$2.27M +13,342 New
PCP
2131
Proficio Capital Partners
Massachusetts
$2.27M +$71.1K +418 +3%
FBT
2132
First Bank & Trust
South Dakota
$2.27M -$263K -1,547 -10%
I
2133
INVST
Indiana
$2.26M +$25.4K +145 +1%
SIM
2134
Sentry Investment Management
Wisconsin
$2.26M -$606K -3,565 -21%
PH
2135
Pinnacle Holdings
Oklahoma
$2.26M +$16.8K +99 +0.7%
AI
2136
Accredited Investors
Minnesota
$2.25M +$3.4K +20 +0.2%
CHJWM
2137
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.24M -$3.58K -21 -0.2%
LWP
2138
LMG Wealth Partners
Louisiana
$2.24M -$68.4K -402 -3%
KJWM
2139
Kiley Juergens Wealth Management
Washington
$2.24M -$31.1K -183 -1%
UCB
2140
United Community Bank
South Carolina
$2.24M -$57.3K -337 -2%
HFM
2141
Hartford Funds Management
Pennsylvania
$2.24M +$467K +2,745 +26%
Aristotle Capital Management
2142
Aristotle Capital Management
California
$2.23M -$340 -2 -0%
SPI
2143
Sutton Place Investors
New York
$2.23M +$1.43M +8,412 +179%
TVAMP
2144
Tennessee Valley Asset Management Partners
Tennessee
$2.23M +$1.14M +6,700 +105%
WA
2145
WBH Advisory
Maryland
$2.23M -$54.4K -320 -2%
CB
2146
Centennial Bank
Arkansas
$2.23M +$40.1K +236 +2%
LCM
2147
LVM Capital Management
Michigan
$2.23M +$627K +3,684 +39%
CPM
2148
Connective Portfolio Management
New York
$2.22M +$2.22M +13,080 New
RCA
2149
Ranch Capital Advisors
Florida
$2.22M +$45.2K +266 +2%
TIA
2150
Traphagen Investment Advisors
New Jersey
$2.22M +$118K +695 +6%
84 85
86
87 88