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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 %
LIM
2301
Letson Investment Management
Georgia
$1.83M +$1.83M +10,764 New
AIS
2302
American Investment Services
Massachusetts
$1.83M -$36.7K -216 -2%
JFA
2303
JNBA Financial Advisors
Minnesota
$1.83M -$92K -541 -5%
GTAM
2304
Global Trust Asset Management
Florida
$1.83M +$35.4K +208 +2%
FAM
2305
Formidable Asset Management
Ohio
$1.83M -$41.5K -244 -2%
OBWG
2306
Onyx Bridge Wealth Group
New York
$1.83M -$33.7K -198 -2%
ZF
2307
Zhang Financial
Michigan
$1.83M +$221K +1,301 +14%
DWM
2308
Drive Wealth Management
Utah
$1.82M -$183K -1,073 -9%
VFPI
2309
Vantage Financial Partners (Illinois)
Illinois
$1.82M -$8.51K -50 -0.5%
FMP
2310
Financial Management Professionals
Texas
$1.82M +$58K +341 +3%
QC
2311
Quent Capital
New York
$1.82M -$14.3K -84 -0.8%
NFSG
2312
Newbridge Financial Services Group
Florida
$1.82M +$219K +1,289 +14%
PPC
2313
Park Place Capital
Alabama
$1.82M -$911K -5,357 -33%
CBT
2314
CoreFirst Bank & Trust
Kansas
$1.82M -$22.8K -134 -1%
MFS
2315
Mirabella Financial Services
United Kingdom
$1.82M +$1.82M +10,672 New
TWM
2316
Tradition Wealth Management
Minnesota
$1.81M -$64.3K -378 -3%
AR
2317
Advisory Research
Illinois
$1.81M -$568K -3,341 -24%
TGAM
2318
TBH Global Asset Management
Tennessee
$1.81M -$178K -1,047 -9%
TIA
2319
Trust Investment Advisors
Indiana
$1.81M +$3.74K +22 +0.2%
ICM
2320
IMS Capital Management
Oregon
$1.8M -$16.3K -96 -0.9%
GWCM
2321
Godshalk Welsh Capital Management
Pennsylvania
$1.8M +$25.5K +150 +1%
RWA
2322
Rainsberger Wealth Advisors
Colorado
$1.8M +$18.7K +110 +1%
FCFC
2323
First Citizens Financial Corp
Iowa
$1.8M -$34K -200 -2%
AWM
2324
Angeles Wealth Management
California
$1.79M +$48.8K +287 +3%
CFO
2325
CVA Family Office
Colorado
$1.79M +$7.83K +46 +0.4%
91 92
93
94 95