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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 %
HAIM
2326
Hunter Associates Investment Management
Pennsylvania
$1.79M +$142K +835 +9%
HWM
2327
Hemington Wealth Management
Virginia
$1.79M +$219K +1,285 +14%
VIP
2328
Vista Investment Partners
Oklahoma
$1.79M +$1.79M +10,505 New
SAMT
2329
Select Asset Management & Trust
Pennsylvania
$1.78M – – –
VCM
2330
Violich Capital Management
California
$1.78M -$400K -2,350 -18%
WDC
2331
Woodward Diversified Capital
California
$1.78M -$67.7K -398 -4%
AA
2332
Aire Advisors
California
$1.78M +$79.7K +468 +5%
TCPWM
2333
Traverso Chambers Private Wealth Management
California
$1.78M +$86.1K +506 +5%
CG
2334
Cynosure Group
Utah
$1.78M +$56.5K +332 +3%
EWS
2335
Evergreen Wealth Solutions
Pennsylvania
$1.77M -$51.2K -301 -3%
HBWM
2336
Hollow Brook Wealth Management
New York
$1.77M -$2.21K -13 -0.1%
FAG
2337
Fortitude Advisory Group
Washington
$1.77M -$206K -1,213 -10%
ECP
2338
Epacria Capital Partners
Colorado
$1.77M – – –
RVPG
2339
Relative Value Partners Group
$1.77M +$55.1K +324 +3%
CASB
2340
Cape Ann Savings Bank
Massachusetts
$1.77M -$68.7K -394 -4%
SIG
2341
Sky Investment Group
Connecticut
$1.76M -$2.89K -17 -0.2%
SIC
2342
Sterling Investment Counsel
New York
$1.76M -$4.76K -28 -0.3%
MCM
2343
Monument Capital Management
Virginia
$1.76M +$676K +3,972 +62%
CAL
2344
Capital Advisors Ltd
Ohio
$1.76M -$12.2K -72 -0.7%
WPA
2345
Winning Points Advisors
Florida
$1.76M +$170K +1,000 +11%
TCM
2346
Towercrest Capital Management
Pennsylvania
$1.75M +$4.59K +27 +0.3%
MPCG
2347
Matrix Private Capital Group
New York
$1.75M -$44.9K -264 -2%
PF
2348
Prosperitas Financial
California
$1.75M +$157K +925 +10%
MCWA
2349
Meadow Creek Wealth Advisors
Georgia
$1.75M +$1.75M +10,275 New
PWM
2350
Prentice Wealth Management
New York
$1.75M +$64.1K +377 +4%
92 93
94
95 96