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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 %
Members Trust
2451
Members Trust
Florida
$1.53M +$92.1K +541 +6%
SMA
2452
Seven Mile Advisory
New Jersey
$1.53M +$104K +614 +7%
APWA
2453
Atlas Private Wealth Advisors
New Jersey
$1.53M +$170 +1 +0%
RHAM
2454
Round Hill Asset Management
California
$1.53M -$10K -59 -0.7%
CCT
2455
Capital City Trust
Florida
$1.53M +$245K +1,438 +19%
KFA
2456
Kapstone Financial Advisors
Ohio
$1.52M -$979K -5,663 -39%
CIA
2457
Citadel Investment Advisory
Ohio
$1.52M – – –
RRA
2458
Round Rock Advisors
Connecticut
$1.52M +$850 +5 +0.1%
BSI
2459
Bennett Selby Investments
Maine
$1.52M -$30.4K -179 -2%
SMH
2460
Sanders Morris Harris
Texas
$1.52M -$2.08M -12,144 -58%
HGERS
2461
Householder Group Estate & Retirement Specialist
Arizona
$1.51M +$107K +630 +8%
AC
2462
Asio Capital
Kentucky
$1.51M +$37.9K +223 +3%
DCM
2463
Driehaus Capital Management
Illinois
$1.51M +$269K +1,584 +22%
WW
2464
Waterfront Wealth
Kansas
$1.51M +$24.7K +145 +2%
BCG
2465
Breakwater Capital Group
New Jersey
$1.51M +$53.4K +314 +4%
PCG
2466
PFC Capital Group
California
$1.51M +$1.51M +8,875 New
BCP
2467
Berkeley Capital Partners
Georgia
$1.51M +$6.46K +38 +0.4%
BBP
2468
Banco BTG Pactual
Brazil
$1.51M +$420K +2,465 +39%
HFAS
2469
Hummer Financial Advisory Services
Illinois
$1.5M – – –
TWP
2470
Tempus Wealth Planning
California
$1.5M -$38.8K -228 -3%
Eagle Capital Management (New York)
2471
Eagle Capital Management (New York)
New York
$1.5M – – –
PPP
2472
Private Portfolio Partners
New Jersey
$1.5M -$13.1K -77 -0.9%
OWA
2473
ORBA Wealth Advisors
Illinois
$1.5M +$1.5M +8,792 New
JWM
2474
JPL Wealth Management
Colorado
$1.49M +$1.49M +8,774 New
SCM
2475
Steele Capital Management
Iowa
$1.49M +$1.49M +8,760 New
97 98
99
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