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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 %
PJWM
3876
Philip James Wealth Mangement
Georgia
$228K +$228K +1,140 New
AWM
3877
AAF Wealth Management
Massachusetts
$228K -$34.4K -172 -13%
CPWM
3878
Cypress Point Wealth Management
Texas
$228K +$228K +1,136 New
EIA
3879
Eastover Investment Advisors
North Carolina
$227K +$227K +1,135 New
TW
3880
Towerpoint Wealth
California
$227K +$227K +1,133 New
CIA
3881
Caerus Investment Advisors
Texas
$227K +$227K +1,133 New
HWMC
3882
Heritage Wealth Management (California)
California
$227K +$5.41K +27 +2%
BF
3883
Brogan Financial
Tennessee
$226K +$226K +1,129 New
KLI
3884
Kelman-Lazarov Inc
Tennessee
$226K +$226K +1,127 New
SHIM
3885
Stone House Investment Management
Pennsylvania
$226K +$194K +971 +622%
RPA
3886
Rock Point Advisors
Vermont
$225K +$225K +1,124 New
AFS
3887
AFG Fiduciary Services
Massachusetts
$225K -$10.3K -52 -4%
MFG
3888
Mendota Financial Group
Wisconsin
$224K -$88.5K -442 -28%
SCM
3889
Stonehearth Capital Management
Massachusetts
$223K +$223K +1,114 New
TCFP
3890
Treasure Coast Financial Planning
Florida
$223K +$223K +1,114 New
RDIA
3891
RE Dickinson Investment Advisors
Iowa
$223K
FPF
3892
First Pacific Financial
Washington
$223K -$188K -938 -46%
FWA
3893
FOCUS Wealth Advisors
Texas
$223K +$223K +1,111 New
FWM
3894
FMFE Wealth Management
New York
$222K +$222K +1,110 New
PP
3895
PFS Partners
New Jersey
$221K +$401 +2 +0.2%
FWM
3896
Foguth Wealth Management
Michigan
$220K +$220K +1,099 New
SIA
3897
Spectrum Investment Advisors
Wisconsin
$220K +$220K +1,097 New
SFS
3898
Sharp Financial Services
Pennsylvania
$219K +$219K +1,094 New
MPW
3899
MA Private Wealth
California
$219K +$219K +1,093 New
CP
3900
Coho Partners
Pennsylvania
$218K +$218K +1,088 New