JPM icon

JPMorgan Chase

3,961 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,961
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.07%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
447
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
3826
AFG Fiduciary Services
Massachusetts
$205K +$205K +1,192 New
KNFPWM
3827
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205K +$205K +1,204 New
SAM
3828
Satovsky Asset Management
New York
$204K +$204K +1,199 New
CCMT
3829
CMT Capital Markets Trading
Germany
$204K -$8.64M -50,800 -98%
SLWA
3830
San Luis Wealth Advisors
California
$204K +$204K +1,202 New
FAM
3831
Flaharty Asset Management
Florida
$204K +$18.5K +109 +10%
VR
3832
Valued Retirements
Texas
$203K +$203K +1,196 New
JA
3833
JVL Associates
Michigan
$203K +$203K +1,196 New
HA
3834
Hanover Advisors
South Carolina
$203K +$203K +1,192 New
SW
3835
SMART Wealth
Nebraska
$203K +$203K +1,191 New
CAM
3836
Creekmur Asset Management
Illinois
$202K +$202K +1,188 New
AW
3837
Avion Wealth
Texas
$202K -$273K -1,602 -57%
PC
3838
Prairiewood Capital
North Dakota
$202K +$202K +1,187 New
SPA
3839
Sentinel Pension Advisors
Massachusetts
$201K +$201K +1,183 New
SWA
3840
Strata Wealth Advisors
Texas
$200K +$200K +1,179 New
AIM
3841
Aigen Investment Management
New York
$200K -$1.84M -10,809 -90%
ICM
3842
Intrepid Capital Management
Florida
$200K +$10.2K +60 +5%
RWA
3843
Redmont Wealth Advisors
Illinois
$200K +$200K +1,176 New
OAJ
3844
Ogorek Anthony Joseph
New York
$199K +$38.1K +225 +24%
OBWP
3845
O'Brien Wealth Partners
Massachusetts
$198K +$56.1K +330 +39%
RDIA
3846
RE Dickinson Investment Advisors
Iowa
$190K
HWMC
3847
Heritage Wealth Management (California)
California
$188K +$188K +1,105 New
PP
3848
PFS Partners
New Jersey
$187K +$340 +2 +0.2%
AA
3849
AlphaCentric Advisors
Puerto Rico
$186K +$186K +1,096 New
TCM
3850
Tradewinds Capital Management
Washington
$182K