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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 %
WFAG
3401
Wescott Financial Advisory Group
Pennsylvania
$493K -$48.5K -242 -9%
WFA
3402
WMG Financial Advisors
Tennessee
$491K +$138K +688 +39%
CCA
3403
Covey Capital Advisors
Georgia
$491K
OPPS
3404
Obsidian Personal Planning Solutions
Maryland
$489K +$107K +558 +28%
MPAM
3405
Murphy Pohlad Asset Management
Minnesota
$489K -$40.1K -200 -8%
KIA
3406
Kraematon Investment Advisors
Massachusetts
$485K +$2.8K +14 +0.6%
JC
3407
Jacobs & Co
California
$485K
SAM
3408
SP Asset Management
California
$484K +$1.6K +8 +0.3%
MWM
3409
Mascoma Wealth Management
New Hampshire
$483K -$12K -60 -2%
APWA
3410
Atlas Private Wealth Advisors
New Jersey
$482K -$1.32M -6,573 -73%
SAM
3411
Sequent Asset Management
Texas
$482K -$103K -515 -18%
BCM
3412
Bayesian Capital Management
New York
$481K -$801K -4,000 -63%
BWA
3413
Beam Wealth Advisors
Louisiana
$481K +$21K +105 +5%
TIA
3414
Tandem Investment Advisors
South Carolina
$480K -$49.3K -246 -9%
CC
3415
Centiva Capital
New York
$478K -$2.92M -14,560 -86%
GB
3416
Goepper Burkhardt
South Carolina
$478K +$13.7K +69 +3%
PDM
3417
Penn Davis McFarland
Texas
$475K
VLC
3418
Van Leeuwen & Company
New Jersey
$475K +$108K +538 +29%
PPWM
3419
Paragon Private Wealth Management
Kentucky
$475K +$105K +526 +29%
KA
3420
Kercheville Advisors
Texas
$475K +$475K +2,370 New
CWM
3421
Cherrydale Wealth Management
New Jersey
$475K +$80.5K +402 +20%
SWM
3422
SilverOak Wealth Management
Minnesota
$474K -$3.81K -19 -0.8%
SWM
3423
Solano Wealth Management
California
$474K +$601 +3 +0.1%
PSA
3424
Plum Street Advisors
Louisiana
$474K +$474K +2,247 New
TCOO
3425
Trust Company of Oklahoma
Oklahoma
$473K +$8.21K +41 +2%