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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 %
TSWM
3076
Tyler-Stone Wealth Management
Ohio
$823K -$40.3K -201 -5%
CSWG
3077
Cardinal Strategic Wealth Guidance
Kentucky
$823K -$103K -512 -11%
WA
3078
Westfuller Advisors
New York
$823K +$823K +4,107 New
CI
3079
Cavalier Investments
Georgia
$822K +$44.9K +224 +6%
KHCM
3080
Kirtland Hills Capital Management
Ohio
$822K +$822K +4,216 New
WWP
3081
Walden Wealth Partners
Ohio
$820K
IAG
3082
Investmark Advisory Group
Connecticut
$818K +$1.6K +8 +0.2%
MAM
3083
Milestone Asset Management
Pennsylvania
$816K +$345K +1,722 +73%
JCM
3084
Jacobsen Capital Management
Utah
$816K -$38.7K -193 -5%
MWM
3085
Mosley Wealth Management
California
$816K -$35.1K -175 -4%
EL
3086
EWA LLC
Pennsylvania
$816K +$442K +2,222 +118%
WSWA
3087
Warren Street Wealth Advisors
California
$815K +$113K +565 +16%
BW
3088
BIP Wealth
Georgia
$814K +$332K +1,658 +69%
HP
3089
Holistic Planning
Texas
$812K +$4.61K +23 +0.6%
SXL
3090
Summit X LLC
Missouri
$810K +$23.7K +118 +3%
TFG
3091
Taylor Financial Group
Virginia
$809K -$38.1K -190 -4%
WWM
3092
Whalen Wealth Management
Nevada
$808K +$34.7K +173 +4%
AMCA
3093
Arthur M. Cohen & Associates
Illinois
$807K +$17.2K +86 +2%
NFSG
3094
Newbridge Financial Services Group
Florida
$805K -$1.34M -6,689 -62%
GA
3095
Goldstein Advisors
Wisconsin
$805K +$17.6K +88 +2%
PSCM
3096
Per Stirling Capital Management
Texas
$805K +$22K +110 +3%
SNBOSD
3097
Security National Bank of So Dak
Iowa
$803K -$30K -150 -4%
OA
3098
Operose Advisors
Wisconsin
$802K +$416K +2,075 +107%
GC
3099
Garde Capital
Washington
$801K -$106K -528 -12%
ZF
3100
Zega Financial
Florida
$800K +$800K +3,996 New