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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 %
ISWM
2426
Independent Solutions Wealth Management
New York
$1.58M -$229K -1,345 -13%
IF
2427
IRON Financial
Illinois
$1.58M -$2.89K -17 -0.2%
CAM
2428
Cozad Asset Management
Illinois
$1.58M +$75.9K +446 +5%
AC
2429
Allstate Corporation
Illinois
$1.58M -$163K -960 -9%
TCWM
2430
Total Clarity Wealth Management
Illinois
$1.58M -$1.87K -11 -0.1%
DM
2431
Delphi Management
Massachusetts
$1.58M +$90.5K +532 +6%
AAM
2432
AMI Asset Management
California
$1.57M -$26K -153 -2%
MTWM
2433
Masso Torrence Wealth Management
New Jersey
$1.57M +$30.6K +180 +2%
FP
2434
Financial Perspectives
Minnesota
$1.57M +$9.53K +56 +0.6%
DBG
2435
De Burlo Group
Massachusetts
$1.56M – – –
LWM
2436
Lakeridge Wealth Management
Ohio
$1.56M +$1.56M +9,179 New
CSC
2437
Caldwell Sutter Capital
California
$1.56M -$11.1K -65 -0.7%
SWRP
2438
Summit Wealth & Retirement Planning
California
$1.56M -$9.02K -53 -0.6%
WFI
2439
West Family Investments
California
$1.56M +$28.2K +166 +2%
JJBC
2440
James J. Burns & Company
New York
$1.56M +$255K +1,497 +20%
FWA
2441
FSM Wealth Advisors
Ohio
$1.55M -$14.8K -87 -0.9%
MFF
2442
Mango Five Family
Nevada
$1.55M +$1.55M +9,125 New
CG
2443
CFO4Life Group
Texas
$1.55M +$6.97K +41 +0.5%
NMG
2444
New Millennium Group
Utah
$1.55M +$1.49M +8,736 +2,454%
D
2445
Diversified
Delaware
$1.54M +$124K +727 +9%
CSB
2446
City State Bank
Iowa
$1.54M -$14.5K -85 -0.9%
SRA
2447
Secured Retirement Advisors
Minnesota
$1.54M +$1.54M +9,063 New
PCS
2448
Personal CFO Solutions
New Jersey
$1.54M -$415K -2,438 -21%
PWA
2449
Providence Wealth Advisors
Illinois
$1.54M -$3.12M -14,133 -67%
APA
2450
Astoria Portfolio Advisors
New York
$1.54M +$762K +4,351 +98%
96 97
98
99 100