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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 %
WPW
3001
Warther Private Wealth
Ohio
$925K +$107K +532 +13%
AF
3002
Apollon Financial
South Carolina
$924K +$67.7K +338 +8%
PA
3003
PSI Advisors
Florida
$923K -$294K -1,470 -24%
NFG
3004
Nadler Financial Group
Illinois
$922K +$72.5K +362 +9%
TFF
3005
The Family Firm
Maryland
$922K +$43.1K +215 +5%
HIS
3006
Harvest Investment Services
Illinois
$921K -$17K -85 -2%
SC
3007
Sierra Capital
Florida
$920K +$5.61K +28 +0.6%
MC
3008
Matisse Capital
Oregon
$918K -$4.01K -20 -0.4%
FP
3009
Fiduciary Planning
Florida
$918K +$601 +3 +0.1%
WDA
3010
Wendell David Associates
New Hampshire
$916K +$5.21K +26 +0.6%
SCM
3011
Sterneck Capital Management
Missouri
$916K -$218K -1,089 -19%
WA
3012
Wealthstream Advisors
New York
$916K +$8.41K +42 +0.9%
DCM
3013
Dimension Capital Management
Florida
$914K +$87.9K +439 +11%
CFA
3014
CWS Financial Advisors
Michigan
$914K -$332K -1,659 -27%
MIM
3015
Merrion Investment Management
New Jersey
$910K
TA
3016
TFB Advisors
Kansas
$910K +$540K +2,814 +146%
CWG
3017
Crown Wealth Group
North Carolina
$909K +$30.8K +154 +4%
AGA
3018
Arkos Global Advisors
Texas
$908K -$69.3K -346 -7%
RIS
3019
Retirement Income Solutions
Michigan
$907K
GOCP
3020
Great Oak Capital Partners
Massachusetts
$905K -$14.8K -74 -2%
CWA
3021
CJM Wealth Advisers
Virginia
$903K -$91.3K -456 -9%
BAM
3022
Bayview Asset Management
Florida
$901K +$901K +4,500 New
EFH
3023
Eaton Financial Holdings
Florida
$901K -$88.9K -444 -9%
PP
3024
Patron Partners
Texas
$900K +$185K +923 +26%
DIA
3025
Davidson Investment Advisors
Montana
$899K -$30.8K -154 -3%