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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 %
SWIM
3551
Smallwood Wealth Investment Management
New Jersey
$394K +$40.1K +200 +11%
CCP
3552
Clarkston Capital Partners
Michigan
$394K
SFC
3553
Strategic Financial Concepts
Texas
$393K +$393K +1,962 New
KA
3554
Kearns & Associates
California
$393K
KFA
3555
Krane Funds Advisors
New York
$392K -$634K -3,180 -62%
WP
3556
Wealthspan Partners
Iowa
$391K
KFS
3557
Kurt F. Somerville
$390K -$69.1K -345 -15%
ZAM
3558
Zevin Asset Management
Massachusetts
$390K -$71K -355 -15%
LSIA
3559
LaSalle St. Investment Advisors
Illinois
$390K +$390K +2,089 New
CC
3560
Copperleaf Capital
North Carolina
$390K +$67.7K +338 +21%
MAM
3561
MMA Asset Management
Pennsylvania
$388K -$197 -1 -0.1%
BWM
3562
BCS Wealth Management
Tennessee
$388K +$401 +2 +0.1%
E
3563
ETFidea
New York
$388K
LIA
3564
Luken Investment Analytics
Tennessee
$387K
MPCA
3565
Madison Park Capital Advisors
Washington
$387K +$8.21K +41 +2%
SWMG
3566
Signature Wealth Management Group
Georgia
$386K -$4.39M -23,648 -92%
LFRG
3567
Lazard Frères Gestion
France
$386K +$31.4K +157 +9%
TFO
3568
Tarbox Family Office
California
$386K +$45.9K +229 +13%
DFA
3569
DHJJ Financial Advisors
Illinois
$384K -$1.8K -9 -0.5%
CPA
3570
Capital Performance Advisors
California
$384K +$34.1K +170 +10%
IWP
3571
Insight Wealth Partners
Texas
$383K +$58.7K +293 +18%
C
3572
Covestor
United Kingdom
$383K -$36.6K -183 -9%
BFS
3573
Baskin Financial Services
Ontario, Canada
$383K +$73.2K +365 +24%
JA
3574
JVL Associates
Michigan
$383K +$143K +715 +60%
ODIJL
3575
One Day In July LLC
Vermont
$382K -$13.2K -66 -3%