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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 %
DWS
3576
Dynamic Wealth Strategies
California
$381K -$14.2K -71 -4%
BWA
3577
BlueChip Wealth Advisors
Georgia
$381K +$200 +1 +0.1%
HIM
3578
Hillsdale Investment Management
Ontario, Canada
$381K -$56.1K -280 -13%
PWA
3579
Provenance Wealth Advisors
Florida
$380K +$61.5K +307 +19%
SCA
3580
Sage Capital Advisors
South Dakota
$379K +$401 +2 +0.1%
MWM
3581
Magnolia Wealth Management
Alabama
$379K +$379K +1,898 New
NAG
3582
Northstar Advisory Group
New Jersey
$379K
PIS
3583
POM Investment Strategies
North Carolina
$379K
VBFG
3584
Vishria Bird Financial Group
Tennessee
$378K -$8.01K -40 -2%
NVCHI
3585
New Vernon Capital Holdings II
New Jersey
$378K +$378K +1,887 New
DWM
3586
Denver Wealth Management
Colorado
$378K +$1.8K +9 +0.5%
RWMG
3587
Redwood Wealth Management Group
New Jersey
$378K -$4.81K -24 -1%
O3W
3588
Omni 360 Wealth
New Jersey
$377K +$65.9K +329 +21%
RA
3589
Riverstone Advisors
Texas
$377K +$601 +3 +0.2%
JTWM
3590
Jackson Thornton Wealth Management
Alabama
$377K -$401 -2 -0.1%
WCM
3591
Wallace Capital Management
Texas
$377K +$80.5K +402 +27%
FSCM
3592
Front Street Capital Management
Montana
$376K -$3.2K -16 -0.8%
RFP
3593
Roth Financial Partners
Texas
$376K +$1.8K +9 +0.5%
KNFPWM
3594
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$375K +$134K +669 +56%
AWM
3595
Adams Wealth Management
Utah
$374K
TSS
3596
Two Sigma Securities
New York
$374K -$1.92M -9,599 -84%
DWP
3597
Destiny Wealth Partners
Florida
$373K -$68.5K -342 -16%
AM
3598
Atwater Malick
Pennsylvania
$373K +$7.61K +38 +2%
LGWM
3599
Litman Gregory Wealth Management
California
$372K +$372K +1,856 New
DC
3600
Defender Capital
North Carolina
$370K