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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 %
EB
2176
Exchange Bank
California
$2.15M -$188K -1,104 -8%
IW
2177
Imprint Wealth
South Carolina
$2.14M -$275K -1,610 -11%
AGAM
2178
Audent Global Asset Management
California
$2.13M +$154K +903 +8%
FCA
2179
FinTrust Capital Advisors
South Carolina
$2.12M -$70.1K -412 -3%
EBWM
2180
Eagle Bluffs Wealth Management
Missouri
$2.11M -$66.5K -391 -3%
ILI
2181
Invesco LLC (Illinois)
Illinois
$2.11M -$5.95K -35 -0.3%
RWA
2182
Redhawk Wealth Advisors
Minnesota
$2.1M +$226K +1,327 +12%
GWM
2183
Greenwich Wealth Management
Connecticut
$2.1M -$54.8K -322 -3%
SSA
2184
South Street Advisors
New York
$2.1M +$386K +2,270 +23%
LA
2185
Lindenwold Advisors
Pennsylvania
$2.09M -$16.8K -99 -0.8%
TRIA
2186
Trail Ridge Investment Advisors
Colorado
$2.09M -$12.6K -74 -0.6%
FFC
2187
First Financial Corp
Indiana
$2.09M -$49.2K -289 -2%
1IA
2188
1620 Investment Advisors
Massachusetts
$2.08M -$72.6K -427 -3%
HAM
2189
Harmony Asset Management
Arizona
$2.08M +$2.08M +12,245 New
WWM
2190
Wolff Wiese Magana
California
$2.08M -$441K -2,593 -17%
MA
2191
MJP Associates
Connecticut
$2.08M +$513K +3,014 +33%
NRC
2192
New Republic Capital
North Carolina
$2.07M +$77.1K +453 +4%
MHIC
2193
Marble Harbor Investment Counsel
Massachusetts
$2.07M +$17K +100 +0.8%
AWE
2194
Avidian Wealth Enterprises
Texas
$2.07M -$58.9K -346 -3%
CWA
2195
Consilium Wealth Advisory
Texas
$2.07M +$260K +1,526 +14%
FA
2196
Financial Advisors
Massachusetts
$2.07M +$1.39M +8,196 +207%
KAS
2197
KPP Advisory Services
Kentucky
$2.06M -$11.6K -68 -0.6%
EWM
2198
Executive Wealth Management
Michigan
$2.05M +$152K +892 +8%
SSA
2199
Sierra Summit Advisors
Nevada
$2.05M +$2.05M +12,064 New
UM
2200
Ulysses Management
New York
$2.04M – – –
86 87
88
89 90