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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 %
JSAM
3376
J. Safra Asset Management
New York
$515K +$55.5K +277 +12%
IIA
3377
ICW Investment Advisors
Arizona
$515K +$601 +3 +0.1%
SDH
3378
Sloy Dahl & Holst
Washington
$514K
CFP
3379
Cascade Financial Partners
California
$512K +$512K +2,801 New
WH
3380
Whitcomb & Hess
Ohio
$511K -$602K -3,005 -54%
GA
3381
Greytown Advisors
Florida
$509K -$65.7K -328 -11%
GAA
3382
Guardian Asset Advisors
Pennsylvania
$509K +$143K +713 +39%
BCMLT
3383
Beacon Capital Management LLC (Tennessee)
Tennessee
$508K +$89.1K +445 +21%
IWM
3384
Integris Wealth Management
California
$507K -$49.3K -246 -9%
MF
3385
Montis Financial
Massachusetts
$507K +$1K +5 +0.2%
CL
3386
COWA LLC
Oklahoma
$507K -$75.3K -376 -13%
AFIA
3387
America First Investment Advisors
Nebraska
$507K
SFG
3388
SNS Financial Group
Minnesota
$505K -$21.2K -106 -4%
MA
3389
MKT Advisors
California
$504K +$195 +1 +0%
GAM
3390
Garrison Asset Management
Arkansas
$503K -$10K -50 -2%
AL
3391
Arnhold LLC
New York
$499K
KPWG
3392
KFA Private Wealth Group
Virginia
$498K +$10K +50 +2%
OCG
3393
Opus Capital Group
Ohio
$496K +$205K +1,021 +70%
FSA
3394
Financial Security Advisor
Virginia
$496K -$40.5K -202 -8%
IFA
3395
Index Fund Advisors
California
$496K -$28K -140 -5%
WAM
3396
Walker Asset Management
Missouri
$496K -$3.21K -16 -0.6%
GFL
3397
Granite FO LLC
New Hampshire
$495K -$664 -3 -0.1%
MWM
3398
Melfa Wealth Management
Massachusetts
$494K +$494K +2,468 New
STB
3399
S&T Bank
Pennsylvania
$494K
TC
3400
TAGStone Capital
North Carolina
$494K +$22K +110 +5%