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 %
CCMI
3926
Creative Capital Management Investments
California
$45.4K
RS
3927
Rakuten Securities
Japan
$44.4K +$44.4K +261 New
TLA
3928
Tanglewood Legacy Advisors
Texas
$44.2K -$230K -1,355 -84%
VF
3929
VitalStone Financial
Texas
$43K
SCA
3930
Stuart Chaussee & Associates
California
$40K +$40K +235 New
VWWMG
3931
Vermillion & White Wealth Management Group
Pennsylvania
$39.8K +$39.8K +234 New
GIS
3932
Grayhawk Investment Strategies
Alberta, Canada
$37.8K
DWA
3933
Delos Wealth Advisors
Texas
$36.2K
PWM
3934
Partnership Wealth Management
Maryland
$36.1K +$36.1K +207 New
UIA
3935
Ulland Investment Advisors
Minnesota
$36K -$9.47K -55 -21%
MSWM
3936
Mowery & Schoenfeld Wealth Management
Illinois
$34.9K +$34.9K +205 New
BFS
3937
Bare Financial Services
Pennsylvania
$34.5K +$34.5K +203 New
LAM
3938
Lummis Asset Management
Texas
$31K +$31K +182 New
HT
3939
Headlands Technologies
Illinois
$29.4K -$2M -11,761 -99%
SHIM
3940
Stone House Investment Management
Pennsylvania
$26.5K +$15.1K +89 +133%
EC
3941
EntryPoint Capital
New York
$25.9K +$25.9K +152 New
LWA
3942
Lowe Wealth Advisors
Maryland
$25.5K
CIR
3943
Clear Investment Research
Georgia
$23.7K -$341 -2 -1%
SFCL
3944
Strengthening Families & Communities LLC
Massachusetts
$22.5K +$170 +1 +0.8%
CAM
3945
ClariVest Asset Management
California
$22.3K
QL
3946
Quarry LP
New York
$22.1K +$9.7K +57 +78%
NECFA
3947
New England Capital Financial Advisors
Connecticut
$22.1K +$170 +1 +0.8%
CAM
3948
Clarity Asset Management
Iowa
$20.8K +$20.8K +122 New
MS
3949
Mizuho Securities
Japan
$18.7K +$5.1K +30 +38%
CWA
3950
Carolina Wealth Advisors
South Carolina
$16.8K