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 %
PCMC
3151
Paragon Capital Management (Colorado)
Colorado
$739K -$12.6K -63 -2%
Fiera Capital (Canada)
3152
Fiera Capital (Canada)
Quebec, Canada
$736K -$100K -500 -12%
SPP
3153
Single Point Partners
Massachusetts
$736K -$11.4K -57 -2%
DWA
3154
Dougherty Wealth Advisers
Minnesota
$736K
RWM
3155
RBA Wealth Management
California
$733K -$1.8K -9 -0.2%
FGA
3156
Fortis Group Advisors
New Jersey
$732K -$59.3K -296 -7%
CMAI
3157
Capital Management Associates Inc
Minnesota
$732K +$302K +1,508 +70%
BFS
3158
Burkett Financial Services
South Carolina
$727K -$601 -3 -0.1%
HWP
3159
Hibernia Wealth Partners
Louisiana
$725K -$6.81K -34 -0.9%
HAS
3160
HBW Advisory Services
California
$725K
FRM
3161
Fox Run Management
Connecticut
$724K +$245K +1,225 +51%
EA
3162
Emerald Advisors
Washington
$724K +$90.1K +450 +14%
BGAI
3163
Bruce G. Allen Investments
Colorado
$723K -$75.5K -377 -9%
IWP
3164
Invenio Wealth Partners
Florida
$721K -$57.9K -289 -7%
HAS
3165
Holland Advisory Services
Florida
$719K +$2.2K +11 +0.3%
MAG
3166
M3 Advisory Group
Massachusetts
$719K +$25.6K +128 +4%
GFWA
3167
Grey Fox Wealth Advisors
Delaware
$717K -$28.4K -142 -4%
WWS
3168
Wellington Wealth Strategies
Indiana
$714K -$634K -3,165 -47%
AWS
3169
Arkfeld Wealth Strategies
Nebraska
$714K +$27.4K +140 +4%
NED
3170
Nancy E. Dempze
$713K -$19K -95 -3%
SFWC
3171
Strategic Family Wealth Counselors
New Jersey
$712K +$2K +10 +0.3%
LWM
3172
LongView Wealth Management
Georgia
$712K -$28.8K -144 -4%
BFWM
3173
Bright Futures Wealth Management
New York
$710K +$710K +3,564 New
CSWM
3174
Cassady Schiller Wealth Management
Ohio
$709K +$47.5K +237 +7%
Fuller & Thaler Asset Management
3175
Fuller & Thaler Asset Management
California
$707K