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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 %
MWM
3601
MBE Wealth Management
Wisconsin
$370K +$35.5K +177 +11%
SC
3602
Schiavi & Co
Delaware
$370K
WFA
3603
Websterrogers Financial Advisors
South Carolina
$370K -$58.1K -290 -14%
HWM
3604
HFR Wealth Management
New York
$370K
SHWM
3605
Smith & Howard Wealth Management
Georgia
$368K -$8.01K -40 -2%
APW
3606
Axim Planning & Wealth
Ohio
$367K -$365K -1,824 -50%
SSW
3607
Smith Shellnut Wilson
Mississippi
$367K
CCM
3608
Chickasaw Capital Management
Tennessee
$366K +$50.3K +251 +16%
FZCM
3609
Flynn Zito Capital Management
New York
$365K +$2.6K +13 +0.7%
CAM
3610
Crestone Asset Management
Colorado
$365K -$15.4K -77 -4%
SWMG
3611
Sanchez Wealth Management Group
Florida
$365K +$200 +1 +0.1%
OWMIAS
3612
One Wealth Management Investment & Advisory Services
Florida
$364K +$8.61K +43 +2%
AAM
3613
Ameraudi Asset Management
New York
$364K
CCIA
3614
Cherry Creek Investment Advisors
Colorado
$362K +$2.2K +11 +0.6%
LD
3615
Lipe & Dalton
New York
$361K +$54.2K +270 +18%
PRI
3616
Prepared Retirement Institute
Pennsylvania
$359K -$405K -2,024 -53%
SCM
3617
Sage Capital Management
New Jersey
$358K +$1.6K +8 +0.4%
RBC
3618
Roble Belko & Company
Pennsylvania
$358K -$111K -556 -24%
SFMG
3619
Sage Financial Management Group
Virginia
$358K
GF
3620
Gimbal Financial
Indiana
$357K +$2K +10 +0.6%
TFP
3621
Traction Financial Partners
Wyoming
$357K +$2.19K +11 +0.6%
DA
3622
Detalus Advisors
Missouri
$357K +$13.6K +68 +4%
AIFAIM
3623
American Institute for Advanced Investment Management
Arizona
$357K +$79.7K +398 +29%
WFPG
3624
Waller Financial Planning Group
Ohio
$356K -$19.8K -99 -5%
WFS
3625
Widmann Financial Services
Maryland
$355K