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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 %
DWM
3476
Darwin Wealth Management
Florida
$440K +$200 +1 +0%
WMWM
3477
Whitaker-Myers Wealth Managers
Ohio
$439K -$18.6K -93 -4%
GAMC
3478
Garner Asset Management Corp
Texas
$439K
SWG
3479
Summit Wealth Group
Vermont
$439K
BIG
3480
Builder Investment Group
Georgia
$439K -$16K -80 -4%
NWA
3481
New World Advisors
Massachusetts
$436K -$3.01K -15 -0.7%
DFG
3482
Dupree Financial Group
Kentucky
$435K
EWM
3483
Elevatus Welath Management
New York
$434K -$252K -1,257 -37%
RIA
3484
Richwood Investment Advisors
Ohio
$434K -$20K -100 -4%
MAM
3485
Morse Asset Management
Connecticut
$434K +$200 +1 +0%
CFG
3486
Compton Financial Group
Maryland
$434K -$6.01K -30 -1%
WA
3487
Waterford Advisors
New York
$432K -$2K -10 -0.5%
SC
3488
Sepio Capital
Utah
$430K -$120K -601 -22%
IDA
3489
Intelligence Driven Advisers
California
$430K +$4.41K +22 +1%
EA
3490
Echo45 Advisors
California
$430K +$3.41K +17 +0.8%
TWM
3491
TMD Wealth Management
Arizona
$430K +$56.9K +284 +15%
CPW
3492
Catalyst Private Wealth
California
$429K +$9.82K +49 +2%
RCA
3493
Riverview Capital Advisers
Massachusetts
$428K +$6.41K +32 +2%
AFA
3494
American Financial Advisors
Georgia
$428K +$93.7K +468 +28%
T
3495
TOBAM
France
$427K +$86.2K +431 +25%
MPW
3496
MGO Private Wealth
California
$425K -$13K -65 -3%
BCB
3497
Brian C. Broderick
$423K +$423K +2,110 New
EF
3498
Exeter Financial
Arizona
$422K
LODC
3499
Lanham O'Dell & Company
West Virginia
$422K -$83.7K -418 -17%
EMAM
3500
Encompass More Asset Management
California
$422K +$131K +654 +45%