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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 %
LCAM
2351
London & Capital Asset Management
United Kingdom
$1.75M +$21.4K +126 +1%
PWM
2352
Palumbo Wealth Management
New York
$1.74M +$7.65K +45 +0.4%
LF
2353
LifeSteps Financial
California
$1.74M +$14.3K +84 +0.8%
AF
2354
Aldebaran Financial
$1.74M -$48.6K -286 -3%
ACL
2355
Applied Capital LLC
Florida
$1.74M -$74.8K -440 -4%
AFM
2356
Armstrong Fleming & Moore
District of Columbia
$1.73M – – –
CA
2357
Calton & Associates
Florida
$1.73M +$1.42M +8,330 +447%
AGP
2358
Autumn Glory Partners
Texas
$1.73M -$331K -1,967 -16%
HTHT
2359
Hemenway Trust Hemenway Trust
New Hampshire
$1.73M +$94.4K +555 +6%
FH
2360
FWG Holdings
Florida
$1.73M +$105K +609 +6%
BIA
2361
Bigelow Investment Advisors
Maine
$1.72M +$7.31K +43 +0.4%
CFS
2362
CRA Financial Services
New Jersey
$1.72M +$20.4K +120 +1%
MWM
2363
MGB Wealth Management
Texas
$1.72M +$1.72M +10,099 New
FWM
2364
Focused Wealth Management
New York
$1.72M -$11.9K -70 -0.7%
PWM
2365
Paulson Wealth Management
Illinois
$1.72M -$359K -2,113 -17%
GSC
2366
G&S Capital
Colorado
$1.71M -$1.64M -9,645 -49%
WCFA
2367
Walkner Condon Financial Advisors
Wisconsin
$1.71M +$312K +1,832 +22%
RIM
2368
RW Investment Management
Idaho
$1.71M -$3.57K -21 -0.2%
SLG
2369
Stanley-Laman Group
Pennsylvania
$1.7M +$1.02M +6,015 +150%
CGA
2370
Crescent Grove Advisors
Illinois
$1.7M -$20.9K -123 -1%
UFG
2371
United Fire Group
Iowa
$1.7M – – –
FNBOH
2372
First National Bank of Hutchinson
Kansas
$1.7M -$23.1K -136 -1%
MTC
2373
Matrix Trust Company
Colorado
$1.69M -$16.5K -97 -1%
MFC
2374
Morris Financial Concepts
South Carolina
$1.69M -$29.9K -176 -2%
EA
2375
Eudaimonia Advisors
Tennessee
$1.69M +$19.7K +116 +1%
93 94
95
96 97