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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 %
BWM
2401
Baystate Wealth Management
Massachusetts
$1.63M -$252K -1,482 -13%
NL
2402
Navalign LLC
California
$1.63M -$82.3K -484 -5%
MAM
2403
MWA Asset Management
Massachusetts
$1.63M +$9.7K +57 +0.6%
EFM
2404
Eley Financial Management
Vermont
$1.62M -$2.38K -14 -0.1%
PC
2405
PhiloSmith Capital
Connecticut
$1.62M – – –
SIC
2406
Samalin Investment Counsel
New York
$1.62M -$21.1K -124 -1%
MCM
2407
Morton Capital Management
California
$1.62M +$5.44K +32 +0.3%
PI
2408
PEAK6 Investments
Illinois
$1.62M -$14.1M -83,073 -90%
AFG
2409
Alterity Financial Group
Maine
$1.62M -$41.2K -242 -2%
SFM
2410
Signet Financial Management
New Jersey
$1.62M -$38.4K -226 -2%
CBA
2411
Coastal Bridge Advisors
Connecticut
$1.62M +$170 +1 +0%
VC
2412
Vicus Capital
Pennsylvania
$1.61M -$410K -2,412 -20%
SFWA
2413
Summit Financial Wealth Advisors
Louisiana
$1.61M +$50K +294 +3%
CPRC
2414
Consolidated Portfolio Review Corp
New York
$1.61M -$339K -1,992 -17%
GHAM
2415
Gilman Hill Asset Management
Connecticut
$1.61M -$160K -939 -9%
W
2416
Wealthquest
Ohio
$1.61M +$35.4K +208 +2%
JSW
2417
Journey Strategic Wealth
New Jersey
$1.6M +$90.3K +531 +6%
FCG
2418
Fielder Capital Group
Tennessee
$1.6M +$1.6M +9,405 New
PIA
2419
Perennial Investment Advisors
California
$1.6M -$125K -737 -7%
HIIFS
2420
Harel Insurance Investments & Financial Services
Israel
$1.6M -$45.9K -270 -3%
UAML
2421
US Asset Management LLC
Pennsylvania
$1.6M +$1.6M +9,375 New
UWPG
2422
Ullmann Wealth Partners Group
Florida
$1.59M +$680K +3,997 +74%
RWP
2423
Ridgecrest Wealth Partners
California
$1.59M -$1.7K -10 -0.1%
GMFG
2424
Greater Midwest Financial Group
Minnesota
$1.59M +$1.59M +9,351 New
TB
2425
Terril Brothers
Missouri
$1.59M +$425K +2,500 +37%
95 96
97
98 99