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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 %
HFM
2601
Harvest Fund Management
China
$1.53M +$841K +4,200 +122%
KCM
2602
KRS Capital Management
Michigan
$1.53M -$59.5K -297 -4%
GPI
2603
General Partner Inc
Pennsylvania
$1.53M
IA
2604
IFG Advisors
Missouri
$1.53M -$5.41K -27 -0.4%
VAS
2605
Vestmark Advisory Solutions
Massachusetts
$1.53M +$612K +3,055 +67%
AIM
2606
Alhambra Investment Management
Florida
$1.53M -$14.4K -72 -0.9%
DFS
2607
Dixon Fnancial Services
California
$1.52M -$24.4K -122 -2%
AA
2608
Alta Advisers
United Kingdom
$1.52M +$20K +100 +1%
EFA
2609
Edge Financial Advisors
Illinois
$1.52M +$1.52M +7,595 New
JWWM
2610
Johnson & White Wealth Management
Pennsylvania
$1.52M +$51.7K +258 +4%
PFS
2611
Physicians Financial Services
North Carolina
$1.52M
MPW
2612
Monterey Private Wealth
California
$1.51M +$8.61K +43 +0.6%
WG
2613
Wealth Group
North Carolina
$1.51M +$1.51M +7,540 New
GPA
2614
Garrison Point Advisors
California
$1.51M -$32K -160 -2%
CWA
2615
CM Wealth Advisors
Ohio
$1.5M +$783K +4,083 +108%
NWM
2616
Northwest Wealth Management
Iowa
$1.5M -$151K -755 -9%
PWP
2617
Pursue Wealth Partners
California
$1.5M
AWG
2618
Altus Wealth Group
Colorado
$1.5M -$11.2K -56 -0.7%
AA
2619
Alesco Advisors
New York
$1.49M +$18.6K +93 +1%
CP
2620
Covenant Partners
Tennessee
$1.49M
FVWA
2621
Foster Victor Wealth Advisors
South Carolina
$1.49M +$14.5K +74 +1%
OL
2622
OneFund LLC
Florida
$1.49M -$29.4K -148 -2%
LCM
2623
Lazari Capital Management
California
$1.49M -$119K -596 -7%
OCM
2624
Objective Capital Management
Ohio
$1.49M +$136K +678 +10%
CICI
2625
Capital Investment Counsel Inc
North Carolina
$1.49M -$75.1K -375 -5%