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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 %
ZIMP
2976
Zimmermann Investment Management & Planning
Pennsylvania
$958K +$98.1K +490 +11%
BG
2977
Benedetti & Gucer
Georgia
$956K -$167K -835 -15%
RWI
2978
Red Wave Investments
Pennsylvania
$954K +$10K +50 +1%
WAM
2979
Weinberger Asset Management
California
$952K -$5.01K -25 -0.5%
CTFG
2980
Capstone Triton Financial Group
Oklahoma
$951K +$566K +2,825 +147%
MAG
2981
MRA Advisory Group
New Jersey
$951K -$184K -920 -16%
KIA
2982
KLR Investment Advisors
Rhode Island
$951K -$59.7K -313 -6%
GHA
2983
Granite Harbor Advisors
Texas
$949K -$1.2K -6 -0.1%
WF
2984
Wayfinding Financial
Washington
$948K -$125K -637 -12%
WCM
2985
Wedge Capital Management
North Carolina
$946K -$801 -4 -0.1%
EWA
2986
ERTS Wealth Advisors
Michigan
$945K -$21.4K -107 -2%
MWM
2987
MinichMacGregor Wealth Management
New York
$942K
NI
2988
NCP Inc
California
$942K +$942K +4,702 New
IA
2989
Insight Advisors
Pennsylvania
$939K +$15.4K +77 +2%
MFG
2990
Mainsail Financial Group
Washington
$938K +$3.01K +15 +0.3%
RWM
2991
Reston Wealth Management
Virginia
$938K -$106K -528 -10%
CCP
2992
Cassia Capital Partners
North Carolina
$937K +$122K +609 +15%
SAA
2993
Southeast Asset Advisors
Georgia
$937K +$601 +3 +0.1%
RGC
2994
Roberts, Glore & Co
Illinois
$934K -$133K -665 -12%
T. Rowe Price Investment Management
2995
T. Rowe Price Investment Management
Maryland
$934K +$470K +2,348 +101%
CFD
2996
Creative Financial Designs
Indiana
$931K -$341K -1,700 -27%
PCI
2997
Planning Center Inc
Illinois
$930K +$28.8K +144 +3%
BCM
2998
Brown Capital Management
Maryland
$929K -$3.81K -19 -0.4%
THWM
2999
Taylor Hoffman Wealth Management
Virginia
$928K -$63.9K -319 -6%
FFWM
3000
Future Financial Wealth Management
Ohio
$927K -$20K -100 -2%