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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 %
WDL
2151
Well Done LLC
Michigan
$2.22M +$314K +1,848 +17%
MA
2152
MONECO Advisors
Connecticut
$2.22M -$171K -1,003 -7%
FF
2153
Farrow Financial
Vermont
$2.21M +$2.21M +13,000 New
WCM
2154
Weaver Capital Management
Georgia
$2.2M +$2.2M +12,934 New
WCM
2155
Winthrop Capital Management
Indiana
$2.2M +$2.2M +12,928 New
FWP
2156
Falcon Wealth Planning
California
$2.2M +$126K +740 +6%
BAM
2157
Byrne Asset Management
New Jersey
$2.2M -$82.2K -485 -4%
BCM
2158
Beck Capital Management
Texas
$2.19M -$10.7K -63 -0.5%
WI
2159
WrapManager Inc
California
$2.19M +$62.1K +365 +3%
CV
2160
Counterweight Ventures
North Carolina
$2.19M +$2.19M +12,873 New
NCM
2161
Neumann Capital Management
California
$2.19M -$3.91K -23 -0.2%
WCM
2162
Washington Capital Management
Washington
$2.18M -$167K -980 -7%
PBK
2163
Peoples Bank (Kansas)
Kansas
$2.18M -$59K -347 -3%
KHLMTHM
2164
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.18M – – –
NME
2165
Notis-McConarty Edward
$2.18M -$213K -1,250 -9%
SAM
2166
Smartleaf Asset Management
Massachusetts
$2.18M +$2.18M +12,862 New
AS
2167
Altshuler Shaham
Israel
$2.18M -$157M -923,547 -99%
HNWAG
2168
High Net Worth Advisory Group
Florida
$2.17M -$158K -928 -7%
PVH
2169
Psagot Value Holdings
Israel
$2.17M – – –
BST
2170
Bath Savings Trust
Maine
$2.16M +$86.8K +510 +4%
LWMM
2171
Legacy Wealth Management (Mississippi)
Mississippi
$2.15M – – –
CA
2172
Cornerstone Advisory
Maryland
$2.15M +$28.4K +167 +1%
PCM
2173
Pointe Capital Management
Michigan
$2.15M -$23K -135 -1%
BB
2174
Burford Brothers
Texas
$2.15M +$2.15M +12,624 New
DLHL
2175
Donald L. Hagan LLC
Florida
$2.15M -$62.8K -369 -3%
85 86
87
88 89