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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 %
DCM
3901
Davis Capital Management
Florida
$74.6K +$74.6K +438 New
AWM
3902
Activest Wealth Management
Florida
$74.1K +$68K +400 +1,111%
LFA
3903
Livelsberger Financial Advisory
Ohio
$73.8K +$73.8K +434 New
BHWM
3904
Bay Harbor Wealth Management
Maryland
$73.1K +$64.1K +377 +711%
RF
3905
Robbins Farley
New Hampshire
$71.6K
VWA
3906
Valued Wealth Advisors
Utah
$71K +$71K +489 New
IHWM
3907
Iron Horse Wealth Management
Iowa
$70.6K -$8.51K -50 -11%
HC
3908
Hoese & Co
Minnesota
$69.5K
MAM
3909
Marquette Asset Management
Minnesota
$68K
KI
3910
Kapitalo Investimentos
Brazil
$66.5K +$5.1K +30 +8%
TWD
3911
True Wealth Design
Ohio
$65.8K +$5.61K +33 +9%
FWA
3912
FSC Wealth Advisors
New York
$60.9K -$4.93K -29 -7%
CMA
3913
Cedar Mountain Advisors
Oregon
$59K +$170 +1 +0.3%
RTL
3914
Red Tortoise LLC
Georgia
$58.2K
T
3915
Tidemark
California
$56K +$56K +329 New
TCM
3916
Tanaka Capital Management
New York
$56K
TCG
3917
Transcendent Capital Group
Oklahoma
$53.1K +$53.1K +312 New
BMC
3918
Bear Mountain Capital
Washington
$50.7K +$50.7K +302 New
PCWA
3919
Pacific Capital Wealth Advisors
California
$49.8K +$49.8K +293 New
BSWA
3920
Bromfield Sneider Wealth Advisors
Massachusetts
$49.3K
DPW
3921
DiNuzzo Private Wealth
Pennsylvania
$49.3K +$49.3K +290 New
MBFW
3922
Morton Brown Family Wealth
Pennsylvania
$49.2K +$47.1K +277 +2,308%
TVWM
3923
Tower View Wealth Management
Wisconsin
$48K +$342 +2 +0.7%
HWM
3924
Horizons Wealth Management
North Carolina
$47.3K
FSWA
3925
Financial Synergies Wealth Advisors
Texas
$46.6K -$58.3K -435 -56%