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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 %
NFA
2276
Northern Financial Advisors
Michigan
$1.89M +$267K +1,569 +16%
MCC
2277
Money Concepts Capital
Florida
$1.89M -$102K -599 -5%
PWC
2278
PYA Waltman Capital
Tennessee
$1.88M +$39K +229 +2%
CAM
2279
Cacti Asset Management
Georgia
$1.88M – – –
BFO
2280
Biltmore Family Office
North Carolina
$1.88M – – –
WP
2281
Westmount Partners
California
$1.88M +$18.9K +111 +1%
MCM
2282
Mainstay Capital Management
Michigan
$1.88M -$36.9K -217 -2%
LA
2283
LexAurum Advisors
Kansas
$1.88M -$26.7K -157 -1%
NPF
2284
Norris Perne & French
Michigan
$1.87M +$65.7K +386 +4%
GWA
2285
GGM Wealth Advisors
Maryland
$1.87M -$43.9K -254 -2%
HBW
2286
Hazlett, Burt & Watson
West Virginia
$1.87M -$13.1K -77 -0.7%
OC
2287
Oarsman Capital
Wisconsin
$1.87M +$10K +59 +0.5%
FIM
2288
Freedom Investment Management
Connecticut
$1.87M -$242K -1,420 -11%
MLA
2289
My Legacy Advisors
Oregon
$1.87M +$64.9K +381 +4%
HWA
2290
Heartwood Wealth Advisors
Virginia
$1.86M +$180K +1,057 +11%
CG
2291
Corundum Group
Colorado
$1.86M +$41.7K +245 +2%
TCB
2292
Texas Capital Bancshares
Texas
$1.86M -$48.6K -286 -3%
FCM
2293
FJ Capital Management
Virginia
$1.86M +$1.86M +10,922 New
OIS
2294
Okabena Investment Services
Minnesota
$1.86M +$1.41M +8,277 +314%
CW
2295
CIC Wealth
Maryland
$1.85M -$9.87K -58 -0.5%
GKWIM
2296
Gerber Kawasaki Wealth & Investment Management
California
$1.85M -$474K -2,784 -20%
ACM
2297
AlphaStar Capital Management
North Carolina
$1.85M +$537K +3,159 +41%
VCM
2298
Virtue Capital Management
Tennessee
$1.85M -$550K -3,192 -23%
MMM
2299
Mendel Money Management
Illinois
$1.84M -$212K -1,249 -10%
LFP
2300
Lakeshore Financial Planning
Michigan
$1.83M -$12.2K -72 -0.7%
90 91
92
93 94