JPM icon

JPMorgan Chase

3,962 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,962
Holders Change
+283
Holders Change %
+7.69%
% of All Funds
58.08%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
448
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
3351
ICW Investment Advisors
Arizona
$437K +$3.23K +19 +0.7%
NC
3352
NovaPoint Capital
Georgia
$436K +$12.4K +73 +3%
CWM
3353
CarsonAllaria Wealth Management
Illinois
$436K -$19.4K -114 -4%
SDH
3354
Sloy Dahl & Holst
Washington
$436K -$3.23K -19 -0.7%
GAM
3355
Garrison Asset Management
Arkansas
$435K +$102K +601 +31%
SWM
3356
SFG Wealth Management
Maryland
$435K +$510 +3 +0.1%
MFGM
3357
Marshall Financial Group (Maryland)
Maryland
$433K -$10K -59 -2%
CAM
3358
Claret Asset Management
Quebec, Canada
$432K +$4.08K +24 +1%
HKAM
3359
Horizon Kinetics Asset Management
New York
$431K -$52.4K -308 -11%
AFIA
3360
America First Investment Advisors
Nebraska
$430K
LODC
3361
Lanham O'Dell & Company
West Virginia
$430K +$170 +1 +0%
MF
3362
Montis Financial
Massachusetts
$430K -$17.7K -104 -4%
LIM
3363
Lathrop Investment Management
Arkansas
$429K +$15K +88 +4%
CSIA
3364
Charles Schwab Investment Advisory
California
$425K +$4.76K +28 +1%
AL
3365
Arnhold LLC
New York
$424K
AFAS
3366
Acorn Financial Advisory Services
Virginia
$424K +$49.1K +288 +13%
WI
3367
Wedgewood Investors
Pennsylvania
$424K
WAM
3368
Walker Asset Management
Missouri
$424K +$424K +2,490 New
CCP
3369
Carmel Capital Partners
California
$423K -$137K -804 -24%
MWM
3370
Mascoma Wealth Management
New Hampshire
$421K
STB
3371
S&T Bank
Pennsylvania
$420K -$17.2K -101 -4%
TWP
3372
Tower Wealth Partners
Pennsylvania
$420K -$5.95K -35 -1%
JWM
3373
Janiczek Wealth Management
Colorado
$420K +$73.3K +431 +21%
MAM
3374
Marotta Asset Management
Virginia
$418K
SFS
3375
Solitude Financial Services
Virginia
$418K +$13.6K +80 +3%