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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 %
APWM
3626
Argonautica Private Wealth Management
Massachusetts
$355K
FWM
3627
FSA Wealth Management
Massachusetts
$355K -$29.8K -149 -8%
LAM
3628
Lewis Asset Management
California
$355K +$801 +4 +0.2%
TWP
3629
Tower Wealth Partners
Pennsylvania
$354K -$140K -700 -28%
PWMG
3630
Private Wealth Management Group
New Jersey
$354K -$106K -529 -23%
DJYG
3631
David J. Yvars Group
Florida
$352K
VBWMG
3632
Von Berge Wealth Management Group
California
$351K
LA
3633
Lakeside Advisors
Washington
$351K +$9.21K +46 +3%
BTWM
3634
Brass Tax Wealth Management
Ohio
$350K +$350K +1,749 New
FAM
3635
Family Asset Management
South Carolina
$350K +$7.81K +39 +2%
RJTCONH
3636
Raymond James Trust Company of New Hampshire
New Hampshire
$350K -$19.4K -97 -5%
WA
3637
WESPAC Advisors
California
$350K -$31.6K -158 -8%
MC
3638
McCarthy & Cox
Ohio
$349K +$349K +1,744 New
MGWA
3639
Monument Group Wealth Advisors
Massachusetts
$349K
MSFP
3640
Mark Sheptoff Financial Planning
Connecticut
$349K
IPW
3641
IronBridge Private Wealth
Texas
$348K -$10.8K -54 -3%
CWA
3642
Core Wealth Advisors
Florida
$348K +$5.01K +25 +1%
WQ
3643
Wealth Quarterback
New Jersey
$348K -$273K -1,363 -44%
NRWA
3644
North Ridge Wealth Advisors
Oregon
$348K
AMG
3645
Asset Management Group
Connecticut
$348K +$5.81K +29 +2%
CP
3646
Capital Planning
Washington
$347K
CC
3647
Capital Counsel
New York
$345K +$88.1K +440 +34%
RIM
3648
Rockbridge Investment Management
New York
$345K
BSHC
3649
Breed's Hill Capital
Massachusetts
$345K -$41.9K -209 -11%
GWA
3650
Gratus Wealth Advisors
Virginia
$344K +$14.1K +78 +4%