JPM icon

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 %
PDL
2226
Portfolio Design Labs
California
$1.98M +$1.98M +11,664 New
BSAM
2227
Blue Square Asset Management
New York
$1.98M -$13.9K -82 -0.7%
BWM
2228
BlackDiamond Wealth Management
New York
$1.98M +$225K +1,288 +13%
OHWA
2229
Oak Hill Wealth Advisors
Virginia
$1.98M +$510 +3 +0%
ADBIC
2230
A.D. Beadell Investment Counsel
Wisconsin
$1.97M -$37.4K -220 -2%
TAM
2231
Trillium Asset Management
Massachusetts
$1.97M -$18.2K -107 -0.9%
ACM
2232
Allred Capital Management
Texas
$1.97M -$47.8K -281 -2%
AWA
2233
Aaron Wealth Advisors
Illinois
$1.97M -$12.4K -73 -0.6%
WCM
2234
Windsor Capital Management
Arizona
$1.96M -$67.4K -396 -3%
PBO
2235
Peoples Bank (Ohio)
Ohio
$1.96M -$19.7K -116 -1%
GA
2236
Gateway Advisory
New Jersey
$1.96M +$130K +764 +7%
AA
2237
Auxano Advisors
Washington
$1.96M -$107K -628 -5%
6F
2238
626 Financial
Michigan
$1.96M -$92K -541 -4%
SCG
2239
Sonata Capital Group
Washington
$1.96M -$85K -500 -4%
EWM
2240
Evergreen Wealth Management
Michigan
$1.95M +$46.8K +275 +2%
CIM
2241
Caldwell Investment Management
Ontario, Canada
$1.95M – – –
WMP
2242
Wealth Management Partners
Arizona
$1.95M -$54.6K -321 -3%
TSS
2243
Two Sigma Securities
New York
$1.95M -$3.16M -18,565 -62%
WA
2244
Waddell & Associates
Tennessee
$1.95M -$183K -1,077 -9%
HAG
2245
HF Advisory Group
Maryland
$1.95M +$261K +1,534 +15%
OC
2246
Optimas Capital
Hong Kong
$1.95M -$4.12M -24,247 -68%
YWS
2247
Yarger Wealth Strategies
Ohio
$1.95M -$265K -1,556 -12%
HCM
2248
Highview Capital Management
Illinois
$1.95M +$25K +147 +1%
MW
2249
MBL Wealth
North Carolina
$1.94M +$80.5K +473 +4%
CWM
2250
Chesapeake Wealth Management
Virginia
$1.94M -$75.2K -442 -4%
88 89
90
91 92