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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 %
MIP
2201
Marietta Investment Partners
Wisconsin
$2.04M +$25.3K +149 +1%
IC
2202
Inscription Capital
Texas
$2.03M +$391K +2,300 +24%
VIM
2203
Vista Investment Management
Pennsylvania
$2.03M -$45.4K -267 -2%
OIM
2204
Oder Investment Management
California
$2.03M -$37.1K -218 -2%
WAAG
2205
Wealth Alliance Advisory Group
Kansas
$2.03M +$154K +908 +8%
RPCONE
2206
Retirement Planning Company of New England
Rhode Island
$2.03M +$50K +294 +3%
AC
2207
Aldebaran Capital
Indiana
$2.03M – – –
CRWM
2208
Castle Rock Wealth Management
California
$2.02M +$83K +482 +4%
SCI
2209
Stableford Capital II
Arizona
$2.02M -$197K -1,155 -9%
KLWA
2210
Kelly Lawrence W & Associates
California
$2.02M -$10.2K -60 -0.5%
SCA
2211
Sippican Capital Advisors
Massachusetts
$2.01M +$821K +4,825 +69%
MA
2212
MBA Advisors
Pennsylvania
$2.01M +$6.8K +40 +0.3%
AFC
2213
AFT Forsyth & Company
Florida
$2.01M +$12.9K +76 +0.6%
BL
2214
Balentine LLC
Georgia
$2.01M -$688K -4,043 -26%
AWA
2215
Acorn Wealth Advisors
Michigan
$2.01M -$25K -147 -1%
RBFC
2216
Roman Butler Fullerton & Co
Missouri
$2.01M +$51.5K +299 +3%
OCPWS
2217
One Charles Private Wealth Services
Massachusetts
$2.01M +$58.2K +342 +3%
MCI
2218
MRP Capital Investments
Georgia
$2M -$2.82M -16,572 -58%
WAM
2219
Weatherly Asset Management
California
$1.99M -$98.3K -578 -5%
CFA
2220
Camarda Financial Advisors
Florida
$1.99M +$51.2K +301 +3%
FPCP
2221
Fort Point Capital Partners
California
$1.99M -$38.3K -225 -2%
IWM
2222
Iams Wealth Management
Nebraska
$1.99M -$137K -805 -6%
BWA
2223
Blodgett Wealth Advisors
California
$1.99M -$170K -999 -8%
A
2224
AustralianSuper
Australia
$1.99M -$500K -2,942 -20%
PFWA
2225
Paces Ferry Wealth Advisors
Georgia
$1.98M -$9.53K -56 -0.5%
87 88
89
90 91