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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 %
AA
2376
AJ Advisors
Tennessee
$1.68M +$994K +5,844 +144%
FTIS
2377
First Trust Investment Solutions
Florida
$1.67M +$1.67M +9,831 New
PP
2378
Paloma Partners
Connecticut
$1.67M +$1.1M +6,453 +192%
SSWM
2379
Strait & Sound Wealth Management
California
$1.67M -$19.7K -118 -1%
SI
2380
Saxon Interests
Texas
$1.67M +$1.67M +9,803 New
AWS
2381
Aspen Wealth Strategies
Colorado
$1.67M -$4.08K -24 -0.2%
OCM
2382
Orion Capital Management
California
$1.67M +$12.8K +75 +0.8%
KP
2383
Keel Point
Alabama
$1.66M +$116K +679 +7%
NEWAS
2384
N.E.W. Advisory Services
Wisconsin
$1.66M -$26.2K -154 -2%
RCM
2385
Raleigh Capital Management
North Carolina
$1.66M +$224K +1,317 +16%
RSVP
2386
Ramsay Stattman Vela & Price
Colorado
$1.66M – – –
NA
2387
Navellier & Associates
Nevada
$1.66M +$167K +980 +11%
CWS
2388
Cypress Wealth Services
California
$1.65M -$28.2K -166 -2%
PWMG
2389
Provence Wealth Management Group
California
$1.65M +$270K +1,585 +20%
CG
2390
Clarus Group
Texas
$1.65M -$269K -1,583 -14%
AA
2391
Advisory Alpha
Michigan
$1.65M +$464K +2,728 +39%
JF
2392
JSF Financial
California
$1.65M -$123K -723 -7%
WWP
2393
WR Wealth Planners
Missouri
$1.64M +$166K +977 +11%
SRC
2394
Sage Rhino Capital
California
$1.64M +$1.19K +7 +0.1%
AFP
2395
Ausdal Financial Partners
Iowa
$1.64M +$5.61K +33 +0.3%
MFP
2396
Meridian Financial Partners
Virginia
$1.64M +$90.9K +543 +6%
MCM
2397
Mendel Capital Management
Arkansas
$1.64M +$17.4K +102 +1%
CWM
2398
Castle Wealth Management
Florida
$1.63M +$136K +802 +9%
KIG
2399
Kowal Investment Group
Wisconsin
$1.63M +$94.4K +555 +6%
CWA
2400
Canvas Wealth Advisors
Kansas
$1.63M -$39.4K -233 -2%
94 95
96
97 98