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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 %
Capstone Investment Advisors
3876
Capstone Investment Advisors
New York
$123K -$15M -88,014 -99%
GWM
3877
Guardian Wealth Management
Illinois
$123K +$1.02K +6 +0.8%
LIWM
3878
Long Island Wealth Management
New York
$120K +$120K +707 New
SSG
3879
Summit Securities Group
New York
$119K -$136K -800 -53%
ETC
3880
Exchange Traded Concepts
Oklahoma
$117K -$8.71M -51,204 -99%
DCM
3881
Disciplina Capital Management
Tennessee
$116K +$851 +5 +0.7%
MCA
3882
Maryland Capital Advisors
Maryland
$115K
EA
3883
Evolution Advisers
Virginia
$112K +$68.8K +400 +159%
CW
3884
Cooksen Wealth
Texas
$109K +$109K +643 New
GJIA
3885
Glass Jacobson Investment Advisors
Maryland
$106K -$489K -2,872 -82%
DF
3886
Dunhill Financial
United Kingdom
$106K -$73.3K -431 -41%
DF
3887
DecisionPoint Financial
Arizona
$104K -$2.04K -12 -2%
W
3888
WealthCollab
Washington
$100K +$100K +589 New
APW
3889
Acima Private Wealth
Virginia
$96.8K
VFIC
3890
Valley Forge Investment Consultants
Pennsylvania
$95.8K
RAM
3891
Riggs Asset Management
Pennsylvania
$93.9K -$13.6K -80 -13%
HCM
3892
Horrell Capital Management
Arkansas
$93K
MSG
3893
Main Street Group
Virginia
$91.5K +$91.5K +538 New
GWSA
3894
Global Wealth Strategies & Associates
Colorado
$87.6K
IPW
3895
Impact Partnership Wealth
Georgia
$85.3K -$147K -866 -63%
CCM
3896
Copeland Capital Management
Pennsylvania
$85.1K
SRCM
3897
Signature Resources Capital Management
California
$82.7K +$82.7K +486 New
CI
3898
Cordant Inc
Oregon
$76.4K +$76.4K +449 New
MWA
3899
Miller Wealth Advisors
Colorado
$75.7K -$2.55K -15 -3%
NA
3900
Nordwand Advisors
Pennsylvania
$74.7K