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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 %
FFM
3201
Fullerton Fund Management
Singapore
$672K +$672K +3,356 New
NIWA
3202
New Insight Wealth Advisors
California
$672K
AWM
3203
Alterna Wealth Management
Texas
$672K +$223K +1,115 +50%
VCWA
3204
Vanguard Capital Wealth Advisors
Colorado
$671K +$1.4K +7 +0.2%
CFS
3205
Coordinated Financial Services
Colorado
$668K +$668K +3,336 New
CCP
3206
Carmel Capital Partners
California
$668K +$169K +845 +34%
MCM
3207
Magnolia Capital Management
New York
$666K +$80.1K +400 +14%
SP
3208
Successful Portfolios
Florida
$665K -$80.7K -403 -11%
NIC
3209
Northwest Investment Counselors
Oregon
$663K +$5.01K +25 +0.8%
HNWA
3210
Henrickson Nauta Wealth Advisors
Michigan
$663K +$51K +261 +8%
HW
3211
Hamilton Wealth
California
$661K +$79.9K +399 +14%
PCFFS
3212
Pacific Center for Financial Services
California
$661K +$4.21K +21 +0.6%
LFG
3213
Lockerman Financial Group
California
$660K -$6.81K -34 -1%
EFG
3214
Ehrlich Financial Group
California
$659K -$17K -85 -3%
SOW
3215
State of Wyoming
Wyoming
$658K -$23.2K -116 -3%
AWM
3216
Altus Wealth Management
Kentucky
$658K +$35.7K +178 +6%
EWP
3217
Elevation Wealth Partners
California
$657K -$3.41K -17 -0.5%
ASG
3218
Ariston Services Group
California
$656K
LFS
3219
Legacy Financial Strategies
Kansas
$656K +$22.2K +111 +4%
WFA
3220
Wellspring Financial Advisors
Ohio
$655K +$56.3K +281 +9%
UL
3221
Unionview LLC
Washington
$655K -$78.5K -392 -11%
ICP
3222
Interchange Capital Partners
Pennsylvania
$654K +$210K +1,027 +47%
FA
3223
FSA Advisors
Michigan
$651K +$50.1K +250 +8%
FA
3224
Forefront Analytics
Pennsylvania
$650K -$48.3K -241 -7%
BAM
3225
Bosun Asset Management
Illinois
$649K -$32K -160 -5%