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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 %
FC
3026
FCA Corp
Texas
$896K
SDAM
3027
Shulman DeMeo Asset Management
New York
$895K -$801 -4 -0.1%
WWM
3028
Wagner Wealth Management
South Carolina
$895K -$123K -616 -12%
HKAM
3029
Horizon Kinetics Asset Management
New York
$893K +$385K +1,924 +76%
TFCP
3030
Twin Focus Capital Partners
Massachusetts
$892K +$66.1K +330 +8%
VWM
3031
Vigilare Wealth Management
Arizona
$892K +$18.6K +93 +2%
PWS
3032
Private Wealth Strategies
Ohio
$890K -$51.3K -256 -5%
ECM
3033
Elgethun Capital Management
South Dakota
$889K +$399 +2 +0%
HIG
3034
Heritage Investment Group
Florida
$887K +$47.1K +235 +6%
RPCONE
3035
Retirement Planning Company of New England
Rhode Island
$886K -$1.5M -7,486 -63%
PCM
3036
Perritt Capital Management
Illinois
$885K -$43.5K -217 -5%
BOM
3037
Bank of Marin
California
$884K -$32.4K -162 -4%
MM
3038
Meridian Management
Arkansas
$883K -$18.8K -94 -2%
C
3039
CEDRUS
Colorado
$880K +$205K +1,025 +30%
LWM
3040
Liberty Wealth Management
California
$880K -$36.5K -182 -4%
HC
3041
Hamilton Capital
Ohio
$880K -$5.41K -27 -0.6%
KBFS
3042
Kohmann Bosshard Financial Services
Ohio
$879K +$80.1K +400 +10%
CFLC
3043
California First Leasing Corp
California
$877K
TIM
3044
Tevis Investment Management
Texas
$877K +$119K +592 +16%
PHIC
3045
Pine Haven Investment Counsel
Massachusetts
$873K
EIA
3046
Eldridge Investment Advisors
New Hampshire
$872K
FPCG
3047
Forum Private Client Group
Indiana
$871K -$34.5K -172 -4%
CP
3048
Castleview Partners
Texas
$869K +$43.7K +218 +5%
E3F
3049
Eight 31 Financial
Texas
$866K -$189K -945 -18%
CIA
3050
Cape Investment Advisory
Georgia
$866K +$24K +120 +3%