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 %
HA
3276
HC Advisors
Georgia
$611K -$87.8K -438 -13%
BMD
3277
Better Money Decisions
New Mexico
$611K +$269K +1,345 +79%
TAM
3278
Tucker Asset Management
Colorado
$610K +$132K +658 +28%
SLA
3279
Silver Lake Advisory
Utah
$608K +$608K +3,038 New
HCA
3280
Heck Capital Advisors
Wisconsin
$605K +$6.81K +34 +1%
FA
3281
Fermata Advisors
California
$605K +$333K +1,664 +123%
FCM
3282
Fourpath Capital Management
Oklahoma
$605K -$93.5K -467 -13%
MPCL
3283
My Personal CFO LLC
Washington
$605K +$3.81K +19 +0.6%
ICM
3284
Islay Capital Management
Texas
$602K +$75.7K +378 +14%
WCG
3285
Weaver Consulting Group
California
$600K -$26.2K -131 -4%
FEM
3286
Fulcrum Equity Management
Texas
$600K +$177K +883 +42%
SAM
3287
Shikiar Asset Management
New York
$599K +$190K +950 +47%
PG
3288
Prostatis Group
Maryland
$599K -$101K -502 -14%
HPM
3289
Hoxton Planning & Management
West Virginia
$597K -$26.4K -132 -4%
BBPWM
3290
Blue Bell Private Wealth Management
Pennsylvania
$596K +$5.01K +25 +0.8%
CRIG
3291
Charter Research & Investment Group
Connecticut
$596K
VF
3292
Virtu Financial
New York
$596K -$366K -1,829 -38%
WJA
3293
Willis Johnson & Associates
Texas
$589K +$316K +1,576 +116%
NPPM
3294
North Point Portfolio Managers
Ohio
$588K
JGIA
3295
Jackson Grant Investment Advisers
Connecticut
$588K +$2.4K +12 +0.4%
WAOI
3296
Wealth Advisors of Iowa
Iowa
$588K +$18.4K +92 +3%
TPW
3297
Tiller Private Wealth
Pennsylvania
$587K -$35.5K -177 -6%
PCMC
3298
Planning Capital Management Corporation
Pennsylvania
$587K -$199K -992 -25%
AWM
3299
Allen Wealth Management
North Carolina
$587K +$7.81K +39 +1%
KIC
3300
Keating Investment Counselors
Florida
$586K -$60.1K -300 -9%