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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 %
FI
2251
Financial Insights
Washington
$1.94M +$51.9K +305 +3%
WCM
2252
WealthBridge Capital Management
Ohio
$1.94M +$40.7K +239 +2%
OL
2253
Optas LLC
Texas
$1.94M +$13.4K +79 +0.7%
IWA
2254
Icon Wealth Advisors
Texas
$1.94M +$1.94M +11,379 New
KA
2255
Klingman & Associates
New York
$1.93M +$37.8K +222 +2%
PCM
2256
Princeton Capital Management
New Jersey
$1.93M +$44.4K +261 +2%
GC
2257
Gilbert & Cook
Iowa
$1.93M +$27.9K +164 +1%
SWK
2258
Stephen W. Kidder
$1.92M -$29.8K -175 -2%
CA
2259
Carson Advisory
Georgia
$1.92M -$14.5K -85 -0.7%
PWMG
2260
Pinnacle Wealth Management Group
Michigan
$1.92M – – –
PHS
2261
Pekin Hardy Strauss
Illinois
$1.92M – – –
SFS
2262
Summit Financial Strategies
Ohio
$1.92M +$16.8K +99 +0.9%
BA
2263
Birinyi Associates
Connecticut
$1.92M +$340 +2 +0%
Kayne Anderson Rudnick Investment Management
2264
Kayne Anderson Rudnick Investment Management
California
$1.91M +$18.7K +110 +1%
LWL
2265
Leo Wealth LLC
Texas
$1.91M +$1.91M +10,768 New
HCM
2266
HMS Capital Management
Tennessee
$1.91M -$41.2K -242 -2%
DI
2267
Diligent Investors
California
$1.91M +$14.3K +84 +0.8%
KMWM
2268
Keudell/Morrison Wealth Management
Oregon
$1.9M -$123K -726 -6%
BWP
2269
BSW Wealth Partners
Colorado
$1.9M -$105K -616 -5%
GCC
2270
Game Creek Capital
Massachusetts
$1.9M -$34K -200 -2%
PEA
2271
Park Edge Advisors
Ohio
$1.9M +$34.9K +205 +2%
RWP
2272
Revolve Wealth Partners
New Jersey
$1.9M +$16.2K +95 +0.9%
SJIM
2273
St. Johns Investment Management
Florida
$1.89M -$25.5K -150 -1%
WA
2274
Wealth Architects
California
$1.89M +$680 +4 +0%
CFG
2275
CKW Financial Group
Hawaii
$1.89M -$17K -100 -0.9%
89 90
91
92 93