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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 %
SAI
2651
Savvy Advisors Inc
New York
$1.44M +$659K +3,292 +85%
AF
2652
Affiance Financial
Minnesota
$1.43M
CQS
2653
Credential Qtrade Securities
$1.43M +$189K +945 +15%
NJIM
2654
Nabity-Jensen Investment Management
Nebraska
$1.42M
LIA
2655
LBMC Investment Advisors
Tennessee
$1.42M -$77.9K -389 -5%
EAM
2656
Evanson Asset Management
California
$1.42M
TA
2657
TrueWealth Advisors
Alabama
$1.42M +$79.9K +399 +6%
OBGC
2658
O'Brien Greene & Co
Pennsylvania
$1.42M
BWM
2659
Birchcreek Wealth Management
Ohio
$1.42M -$1.8K -9 -0.1%
CPA
2660
Capital Planning Advisors
California
$1.42M -$1.4K -7 -0.1%
EIA
2661
Edgemoor Investment Advisors
Maryland
$1.41M +$103K +514 +8%
FA
2662
Fiducient Advisors
Illinois
$1.41M +$306K +1,529 +28%
LWM
2663
Lionsbridge Wealth Management
Florida
$1.41M -$43.7K -218 -3%
CCG
2664
Coastwise Capital Group
California
$1.41M -$234K -1,169 -14%
AAP
2665
Arax Advisory Partners
Colorado
$1.41M -$26.6K -133 -2%
SCA
2666
Sippican Capital Advisors
Massachusetts
$1.41M -$966K -4,825 -41%
TWA
2667
Talisman Wealth Advisors
New Jersey
$1.4M -$9.41K -47 -0.7%
HFA
2668
Highland Financial Advisors
New Jersey
$1.4M
FCA
2669
Fortis Capital Advisors
Kansas
$1.4M +$609K +3,041 +77%
TA
2670
TCM Advisors
West Virginia
$1.4M -$1.26M
GC
2671
Guidance Capital
Kentucky
$1.4M +$833K +4,552 +146%
FFA
2672
Frazier Financial Advisors
Ohio
$1.4M -$20.8K -104 -1%
FMN
2673
Financial Management Network
California
$1.4M -$73.2K -374 -5%
GWM
2674
Gray Wealth Management
Maine
$1.4M +$106K +530 +8%
CAM
2675
Costello Asset Management
Pennsylvania
$1.39M -$188K -937 -12%