JPM icon

JPMorgan Chase

4,077 hedge funds and large institutions have $412B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,607 increasing their positions, 1,847 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,077
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.1%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.33%
New
249
Increased
1,607
Reduced
1,847
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
2526
Precedent Wealth Partners
Texas
$1.68M +$102K +508 +6%
SA
2527
SRN Advisors
Pennsylvania
$1.68M +$150K +748 +10%
CA
2528
Calton & Associates
Florida
$1.68M -$363K -1,811 -18%
OAM
2529
Ostrum Asset Management
France
$1.68M -$2.44M -12,162 -59%
BFG
2530
Bouchey Financial Group
New York
$1.68M -$12.8K -64 -0.8%
WAL
2531
W Advisors LLC
Tennessee
$1.67M -$2.8K -14 -0.2%
HI
2532
Hendershot Investments
Virginia
$1.67M
SIS
2533
Sound Income Strategies
Florida
$1.67M +$112K +559 +7%
NAMNJ
2534
NorthStar Asset Management (New Jersey)
New Jersey
$1.66M +$63.3K +316 +4%
AWS
2535
Aspen Wealth Strategies
Colorado
$1.66M -$299K -1,493 -15%
CIM
2536
Caldwell Investment Management
Ontario, Canada
$1.66M -$632K -3,160 -28%
SCP
2537
Sivia Capital Partners
California
$1.66M -$29.6K -148 -2%
SCM
2538
Steele Capital Management
Iowa
$1.66M -$95.7K -478 -5%
SFG
2539
Sather Financial Group
Texas
$1.66M
Financial Engines Advisors
2540
Financial Engines Advisors
California
$1.66M +$565K +2,819 +52%
EWS
2541
Eagle Wealth Strategies
New Jersey
$1.66M -$18.5K -93 -1%
Members Trust
2542
Members Trust
Florida
$1.66M -$149K -742 -8%
HG
2543
Herbst Group
Connecticut
$1.65M -$5.01K -25 -0.3%
AFS
2544
Access Financial Services
Minnesota
$1.65M
OC
2545
Oarsman Capital
Wisconsin
$1.65M -$556K -2,776 -25%
CAM
2546
CPA Asset Management
Florida
$1.65M +$2.8K +14 +0.2%
SR
2547
Syntax Research
Florida
$1.65M +$9.41K +47 +0.6%
COCM
2548
Charter Oak Capital Management
New Hampshire
$1.64M +$127K +636 +8%
SFB
2549
STAR Financial Bank
Indiana
$1.64M -$57.9K -289 -3%
CVM
2550
Cheviot Value Management
California
$1.64M