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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 %
CYG
3651
Clean Yield Group
Vermont
$344K -$72.1K -360 -17%
TPWA
3652
Twin Peaks Wealth Advisors
California
$343K -$38.7K -193 -10%
LWA
3653
Ledgewood Wealth Advisors
New Hampshire
$343K
HFF
3654
Halter Ferguson Financial
Indiana
$343K -$11.4K -57 -3%
UWM
3655
USAdvisors Wealth Management
Minnesota
$343K +$34.9K +175 +11%
OPWM
3656
Oxinas Partners Wealth Management
Indiana
$343K +$801 +4 +0.2%
CM
3657
Columbus Macro
Pennsylvania
$340K -$32.2K -161 -9%
AL
3658
ADE LLC
Maryland
$339K
BFG
3659
Baron Financial Group
New Jersey
$337K -$10K -50 -3%
AFGAS
3660
Allegiance Financial Group Advisory Services
Virginia
$336K -$8.61K -43 -2%
HKIMG
3661
Hutchens & Kramer Investment Management Group
Indiana
$336K +$18.1K +91 +6%
RLIM
3662
Red Lighthouse Investment Management
New York
$335K +$3.21K +16 +1%
SFG
3663
Sterling Financial Group
California
$335K +$2.4K +12 +0.7%
DI
3664
Disciplined Investments
Oklahoma
$335K -$545K -2,719 -62%
BHWM
3665
Beaird Harris Wealth Management
Texas
$334K +$29.4K +147 +10%
CFS
3666
Cannon Financial Strategists
Georgia
$333K +$43.7K +218 +15%
MSF
3667
Mustard Seed Financial
Arkansas
$333K
HFRG
3668
Houlihan Financial Resource Group
Virginia
$332K -$2K -10 -0.6%
ECAM
3669
East Coast Asset Management
Massachusetts
$332K
CM
3670
Capula Management
Cayman Islands
$331K +$331K +1,654 New
ACM
3671
Avalon Capital Management
California
$331K +$15.4K +77 +5%
KFP
3672
Keener Financial Planning
Texas
$331K +$29.1K +145 +10%
C1AG
3673
Client 1st Advisory Group
Florida
$330K
R
3674
Rebalance
California
$330K
GCWM
3675
Graham Capital Wealth Management
District of Columbia
$330K