JPM icon

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 %
APC
3051
Aspire Private Capital
North Carolina
$866K +$104K +518 +14%
DWG
3052
Darden Wealth Group
Michigan
$865K -$19.4K -97 -2%
HWA
3053
Hillcrest Wealth Advisors
New Jersey
$863K
ACA
3054
Affinity Capital Advisors
California
$863K +$22K +110 +3%
BDA
3055
Borer Denton & Associates
Pennsylvania
$862K +$178K +889 +26%
KWS
3056
Keystone Wealth Services
California
$859K +$2.4K +12 +0.3%
TF
3057
Trek Financial
Arizona
$859K -$13.2K -66 -2%
CWA
3058
Clearview Wealth Advisors
Oregon
$853K -$239K -1,192 -22%
S
3059
Sachetta
Massachusetts
$852K
NVIM
3060
New Vernon Investment Management
Illinois
$852K
WPW
3061
Watershed Private Wealth
Illinois
$851K -$24.8K -124 -3%
UH
3062
Unigestion Holding
Switzerland
$847K +$847K +4,229 New
SIM
3063
SSI Investment Management
California
$845K -$9.41K -47 -1%
RHDIC
3064
R.H. Dinel Investment Counsel
California
$845K
SC
3065
Summa Corp
Texas
$841K -$141K -704 -14%
SRSA
3066
S.R. Schill & Associates
Washington
$840K +$1.4K +7 +0.2%
OWA
3067
Opal Wealth Advisors
New York
$839K -$315K -1,574 -27%
WLPWM
3068
Walled Lake Planning & Wealth Management
Illinois
$838K -$118K -587 -12%
GWSG
3069
GPS Wealth Strategies Group
Colorado
$836K +$12.8K +64 +2%
CGH
3070
CMG Global Holdings
Texas
$833K
WA1
3071
Wimmer Associates 1
California
$832K -$2K -10 -0.2%
MWP
3072
Meridian Wealth Partners
Pennsylvania
$830K +$55.3K +276 +7%
FFA
3073
Florida Financial Advisors
Florida
$828K +$57.9K +289 +8%
OTPPB
3074
Ontario Teachers' Pension Plan Board
Ontario, Canada
$827K +$827K +4,129 New
CWM
3075
Cranbrook Wealth Management
Michigan
$823K