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 %
DW
3826
Dodds Wealth
Colorado
$257K +$15.4K +77 +6%
SCA
3827
Scott Capital Advisors
Oregon
$257K +$4.53K +23 +2%
AW
3828
Avion Wealth
Texas
$256K +$18.1K +90 +8%
WWG
3829
West Wealth Group
California
$256K +$801 +4 +0.3%
PSC
3830
Prentiss Smith & Co
Vermont
$254K
HIS
3831
Horizon Investment Services
Indiana
$253K -$2.21K -11 -0.9%
CMP
3832
Coston McIsaac & Partners
Maine
$252K -$10.4K -52 -4%
4WM
3833
4J Wealth Management
Virginia
$251K
W
3834
WPWealth
Texas
$251K +$251K +1,251 New
GCM
3835
G2 Capital Management
Ohio
$250K
HSWM
3836
Hubbell Strickland Wealth Management
Louisiana
$248K -$1.8K -9 -0.7%
ETIA
3837
Epic Trust Investment Advisors
Washington
$247K +$247K +1,234 New
VCM
3838
Versant Capital Management
Arizona
$247K -$148K -739 -37%
FAM
3839
Flaharty Asset Management
Florida
$247K +$6.81K +34 +3%
CPA
3840
Clear Point Advisors
New York
$246K -$2.8K -14 -1%
FWM
3841
FMB Wealth Management
California
$246K
PFA
3842
Plotkin Financial Advisors
Maryland
$246K -$7.21K -36 -3%
KCIC
3843
Kuhn & Co Investment Counsel
Illinois
$245K
WAM
3844
WFA Asset Management
Wisconsin
$244K +$82.6K +412 +51%
FWSM
3845
First Wilshire Securities Management
California
$243K -$31.8K -159 -12%
CA
3846
Crane Advisory
California
$243K
OP
3847
ORG Partners
Indiana
$243K -$2.75M -13,800 -92%
PSIWM
3848
Paradigm Strategies in Wealth Management
Minnesota
$243K +$401 +2 +0.2%
KFG
3849
Kingdom Financial Group
Arizona
$242K -$497K -2,482 -67%
PC
3850
Prairiewood Capital
North Dakota
$242K +$4.01K +20 +2%