JPM icon

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 %
HIM
3676
Hanlon Investment Management
New Jersey
$330K +$82.5K +412 +33%
MFA
3677
Morling Financial Advisors
California
$330K -$3K -15 -0.9%
MLFP
3678
MPS Loria Financial Planners
Illinois
$330K -$17.4K -87 -5%
MGIA
3679
Matthew Goff Investment Advisor
Texas
$328K
SA
3680
Shilanski & Associates
Alaska
$324K -$371K -1,854 -53%
TFA
3681
Toth Financial Advisory
Virginia
$324K +$10.4K +52 +3%
RIM
3682
Redwood Investment Management
Arizona
$324K -$1.41M -7,040 -81%
HCC
3683
Hirtle Callaghan & Co
Pennsylvania
$323K +$323K +1,614 New
Flossbach Von Storch
3684
Flossbach Von Storch
Germany
$323K +$323K +1,611 New
CWA
3685
Centennial Wealth Advisory
Michigan
$322K +$60.1K +300 +23%
SC
3686
Saturna Capital
Washington
$322K
BIA
3687
Bell Investment Advisors
California
$321K -$93.5K -467 -23%
MF
3688
Manchester Financial
California
$321K -$5.61K -28 -2%
TCMP
3689
Thrive Capital Management (Pennsylvania)
Pennsylvania
$321K -$230K -1,146 -42%
PCA
3690
Private Capital Advisors
Connecticut
$320K
KCM
3691
Kendall Capital Management
Maryland
$320K
KWM
3692
KFG Wealth Management
Indiana
$319K +$11.2K +56 +4%
WCM
3693
Washburn Capital Management
Florida
$318K -$25.6K -128 -7%
LFGO
3694
Legacy Financial Group (Oklahoma)
Oklahoma
$318K -$37.1K -185 -10%
SRWM
3695
Shira Ridge Wealth Management
California
$318K +$3.61K +18 +1%
AWM
3696
Able Wealth Management
New Jersey
$315K
ACP
3697
Arcus Capital Partners
Georgia
$315K
AWM
3698
Act Wealth Management
Texas
$314K -$121K -603 -28%
RW
3699
Rockport Wealth
Ohio
$313K +$313K +1,566 New
WCP
3700
Wick Capital Partners
Pennsylvania
$313K +$31.2K +156 +11%