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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 %
CWA
3751
Clarus Wealth Advisors
Arizona
$289K -$24.2K -124 -8%
T
3752
TNF
Montana
$288K -$6.76K -35 -2%
HP
3753
Highlander Partners
Texas
$288K +$288K +1,500 New
PWA
3754
Peterson Wealth Advisors
Utah
$288K +$1.4K +7 +0.5%
SCA
3755
Southern Capital Advisors
Tennessee
$288K -$230K -1,148 -44%
NRW
3756
Nova R Wealth
Kansas
$288K -$24K -120 -8%
GC
3757
Gibson Capital
Pennsylvania
$287K
WCM Investment Management
3758
WCM Investment Management
California
$286K -$46.3K -231 -14%
MMC
3759
Mizuho Markets Cayman
Cayman Islands
$285K +$285K +1,468 New
PO
3760
Private Ocean
California
$285K -$4.61K -23 -2%
LAM
3761
Lountzis Asset Management
Pennsylvania
$283K
NI
3762
NDVR Inc
Massachusetts
$282K +$26K +130 +10%
VAM
3763
Verity Asset Management
North Carolina
$282K +$200 +1 +0.1%
AFS
3764
Annapolis Financial Services
Maryland
$282K -$59.5K -297 -17%
PCMK
3765
Paragon Capital Management (Kansas)
Kansas
$282K -$7.21K -36 -2%
ELM
3766
Elite Life Management
Florida
$281K +$11.8K +59 +4%
IA
3767
IMZ Advisory
Florida
$281K
NCMW
3768
Northern Capital Management (Washington)
Washington
$280K +$22.4K +112 +9%
SIM
3769
Sterling Investment Management
Arizona
$280K +$13.6K +68 +5%
MAM
3770
Mainsail Asset Management
Alabama
$279K
RK
3771
Rather & Kittrell
Tennessee
$278K +$12.6K +63 +5%
PVAMC
3772
PPS&V Asset Management Consultants
Michigan
$278K +$801 +4 +0.3%
YWM
3773
Yoder Wealth Management
California
$278K -$34.1K -170 -11%
SA
3774
Sicart Associates
New York
$277K
B
3775
Bensler
Washington
$277K +$23.2K +116 +9%