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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 %
LFS
3701
Lutz Financial Services
Nebraska
$312K -$4.61K -23 -1%
CMS
3702
Capital Market Strategies
Florida
$312K +$12.2K +61 +4%
PFP
3703
Paragon Financial Partners
California
$311K +$200 +1 +0.1%
DP
3704
Denver PWM
Colorado
$311K -$44.3K -225 -12%
GWM
3705
Gitterman Wealth Management
New Jersey
$310K -$133K -666 -30%
IWN
3706
Independent Wealth Network
Iowa
$309K +$25.6K +128 +9%
SAM
3707
Seelaus Asset Management
New Jersey
$309K -$311K -1,555 -50%
RCM
3708
Ridgepath Capital Management
Tennessee
$309K -$10K -50 -3%
Capstone Investment Advisors
3709
Capstone Investment Advisors
New York
$308K +$163K +816 +113%
UFF
3710
USA Financial Formulas
Michigan
$308K -$239K -1,191 -44%
CWA
3711
Continuum Wealth Advisors
New York
$308K
RCM
3712
Rain Capital Management
Oregon
$307K +$11K +55 +4%
BWM
3713
Boyd Wealth Management
California
$306K
PPWM
3714
Perissos Private Wealth Management
Oklahoma
$305K +$305K +1,525 New
PWM
3715
Power Wealth Management
Georgia
$305K -$23K -115 -7%
RIP
3716
RAM Investment Partners
Washington
$305K +$35K +175 +13%
YCG
3717
Yeomans Consulting Group
Georgia
$304K +$6.01K +30 +2%
TWM
3718
Trevian Wealth Management
Massachusetts
$303K +$1.81K +9 +0.6%
SCM
3719
Sebold Capital Management
Illinois
$303K +$5.01K +25 +2%
BMM
3720
Berkshire Money Management
Massachusetts
$302K +$302K +1,510 New
B
3721
Barings
North Carolina
$302K +$302K +1,508 New
GWAG
3722
Garrett Wealth Advisory Group
Texas
$302K +$200 +1 +0.1%
RA
3723
Rational Advisors
New York
$301K -$157K -782 -34%
GCL
3724
Gouws Capital LLC
North Carolina
$300K -$14K -70 -4%
CAG
3725
Curtis Advisory Group
California
$300K