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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 %
AC
3301
Avenir Corporation
Virginia
$586K
CHA
3302
Cooper/Haims Advisors
New York
$585K +$31.9K +159 +6%
AFWM
3303
AMJ Financial Wealth Management
Virginia
$579K +$579K +2,892 New
NC
3304
NovaPoint Capital
Georgia
$579K +$65.5K +327 +13%
G
3305
GenTrust
Florida
$578K +$578K +2,885 New
AWP
3306
Abacus Wealth Partners
California
$577K -$106K -531 -16%
SCM
3307
Shapiro Capital Management
Georgia
$577K
OFS
3308
OMC Financial Services
New York
$573K +$573K +2,860 New
DFA
3309
Davies Financial Advisors
California
$573K +$573K +2,859 New
MTIM
3310
Marathon Trading Investment Management
Pennsylvania
$572K
MS
3311
Madden Securities
Texas
$571K -$335K -1,671 -37%
FWP
3312
Firethorn Wealth Partners
Georgia
$568K +$2.6K +13 +0.5%
VH
3313
Visionary Horizons
Tennessee
$568K -$5.86K -32 -1%
MMHP
3314
Murphy Middleton Hinkle & Parker
Georgia
$568K +$11K +55 +2%
SG
3315
Strid Group
Pennsylvania
$565K -$19.4K -97 -3%
CCP
3316
Clarity Capital Partners
California
$564K -$5.81K -29 -1%
BA
3317
Brightwater Advisory
Florida
$564K +$30.8K +154 +6%
HI
3318
Harrington Investments
California
$563K -$20.6K -103 -4%
SWM
3319
Selective Wealth Management
Virginia
$563K -$19.2K -98 -3%
WIM
3320
Warwick Investment Management
Texas
$563K +$167K +832 +42%
DBRC
3321
D.B. Root & Company
Pennsylvania
$561K +$276K +1,379 +97%
PIM
3322
Pullen Investment Management
Florida
$560K +$560K +2,794 New
GGI
3323
Godsey & Gibb Inc
Virginia
$559K +$70.1K +350 +14%
SFFS
3324
Stonehage Fleming Financial Services
Jersey
$558K +$243K +2,294 +77%
WWM
3325
Westwood Wealth Management
California
$558K -$20K -100 -3%