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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 %
HGWM
3351
Horst & Graben Wealth Management
Oregon
$536K +$3.21K +16 +0.6%
MWM
3352
Merriman Wealth Management
Washington
$535K -$6.61K -33 -1%
LWMG
3353
Levy Wealth Management Group
Pennsylvania
$533K
TS
3354
Tamar Securities
California
$533K -$16.6K -83 -3%
PW
3355
Peninsula Wealth
California
$531K -$601 -3 -0.1%
HCP
3356
Holt Capital Partners
Texas
$531K +$7.61K +38 +1%
BFWA
3357
Benchmark Financial Wealth Advisors
Florida
$530K +$76.1K +380 +17%
ACA
3358
American Capital Advisory
Idaho
$529K -$87K -668 -14%
MCM
3359
Mattern Capital Management
Colorado
$529K +$529K +2,642 New
DSAM
3360
Dock Street Asset Management
Florida
$528K +$13.6K +68 +3%
VC
3361
Veery Capital
Delaware
$528K +$7.41K +37 +1%
BWM
3362
Brown Wealth Management
Illinois
$527K
PC
3363
Permit Capital
Pennsylvania
$526K
DWM
3364
Dogwood Wealth Management
Kansas
$524K +$36.7K +183 +8%
HFS
3365
Heritage Financial Services
Massachusetts
$524K -$10.8K -54 -2%
SIC
3366
SJS Investment Consulting
Ohio
$524K +$56.3K +281 +12%
BWP
3367
Bernardo Wealth Planning
Pennsylvania
$521K +$61.1K +305 +13%
VW
3368
Vance Wealth
California
$521K +$29K +145 +6%
SWM
3369
SFG Wealth Management
Maryland
$521K +$9.01K +45 +2%
CIM
3370
Contravisory Investment Management
Massachusetts
$521K -$11.4K -57 -2%
PCM
3371
Piedmont Capital Management
Montana
$521K -$102K -515 -16%
AIA
3372
AIMZ Investment Advisors
California
$519K
SCI
3373
Silver Coast Investments
United States
$517K -$19.4K -97 -4%
CSIA
3374
Charles Schwab Investment Advisory
California
$517K +$16K +80 +3%
HFA
3375
Harbert Fund Advisors
Alabama
$516K -$1.02M -5,075 -66%