JPM icon

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 %
BBWP
3451
Beacon Bridge Wealth Partners
Pennsylvania
$454K +$2.4K +12 +0.5%
MC
3452
Maverick Capital
Texas
$453K -$263K -1,312 -37%
JCM
3453
Jag Capital Management
Missouri
$452K -$138K -691 -23%
IVP
3454
Intrinsic Value Partners
Arizona
$452K
CNWM
3455
Clay Northam Wealth Management
California
$452K
ADMI
3456
Albert D. Mason Inc
Massachusetts
$452K -$237K -1,182 -34%
HWP
3457
Heritage Wealth Partners
Ohio
$452K
CA
3458
CapWealth Advisors
Tennessee
$451K
FEG
3459
Financial Enhancement Group
Indiana
$451K +$9.51K +52 +2%
WCWM
3460
Willow Creek Wealth Management
California
$449K +$19K +95 +4%
MFGP
3461
Marshall Financial Group (Pennsylvania)
Pennsylvania
$448K +$2.6K +13 +0.6%
PCM
3462
Pennsylvania Capital Management
Pennsylvania
$447K +$15.6K +78 +4%
SBWIC
3463
Schaper Benz & Wise Investment Counsel
Wisconsin
$446K +$60.1K +300 +16%
TC
3464
Truvestments Capital
Florida
$446K -$32.9K -164 -7%
CP
3465
Cumberland Partners
Ontario, Canada
$445K +$445K +2,223 New
PFS
3466
Prospect Financial Services
New York
$445K +$56.7K +283 +15%
SM
3467
Sensible Money
Arizona
$443K
TFIPS
3468
Towarzystwo Funduszy Inwestycyjnych PZU SA
$443K +$49.3K +246 +13%
CFS
3469
CGC Financial Services
Oregon
$443K -$78.9K -394 -15%
NF
3470
Norwood Financial
Pennsylvania
$442K +$31.8K +159 +8%
MCM
3471
McDonough Capital Management
Florida
$441K +$64.7K +323 +17%
KC
3472
Knuff & Co
California
$441K
BIA
3473
Beacon Investment Advisors
Maryland
$441K +$22.4K +112 +5%
CC
3474
Cultivar Capital
Texas
$441K
KFS
3475
Kaizen Financial Strategies
California
$440K +$10.8K +54 +3%