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JPMorgan Chase

4,076 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, 1,846 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,076
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.09%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.34%
New
249
Increased
1,607
Reduced
1,846
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
3951
BOCHK Asset Management
Hong Kong
$200K
SWM
3952
StoneCrest Wealth Management
Arizona
$200K +$200K +1,000 New
BT
3953
Brandywine Trust
Delaware
$200K +$200K +1,000 New
GBA
3954
Garrison Bradford & Associates
New York
$200K +$200K +1,000 New
SCM
3955
Stonebridge Capital Management
California
$200K +$200K +1,000 New
W
3956
WealthCollab
Washington
$194K +$76.1K +380 +65%
AA
3957
AlphaCentric Advisors
Puerto Rico
$194K -$25.4K -127 -12%
TCCM
3958
Timber Creek Capital Management
Massachusetts
$190K
FIM
3959
FWL Investment Management
Texas
$190K +$26K +130 +16%
VIA
3960
Virtus Investment Advisers
Connecticut
$188K -$20K -100 -10%
HT
3961
Headlands Technologies
Illinois
$188K +$153K +766 +443%
CPG
3962
Cornerstone Planning Group
New Jersey
$182K -$5.14K -27 -3%
FG
3963
Fairman Group
Pennsylvania
$180K
SA
3964
Scarborough Advisors
Maryland
$176K -$3.2K -16 -2%
HFS
3965
HBC Financial Services
Washington
$171K -$18.9K -99 -10%
MIM
3966
Macroview Investment Management
Maryland
$169K
PP
3967
Paloma Partners
Connecticut
$166K -$1.8M -8,994 -92%
TCM
3968
TD Capital Management
Tennessee
$166K +$10K +50 +6%
FA
3969
Financial Avengers
California
$163K +$13.5K +68 +9%
SCA
3970
Sander Capital Advisors
Washington
$160K +$4K +20 +3%
ATC
3971
Advantage Trust Company
Kansas
$158K
FSWA
3972
Financial Synergies Wealth Advisors
Texas
$158K +$87.9K +439 +126%
PP
3973
Pingora Partners
Wyoming
$153K +$153K +765 New
VWA
3974
Valued Wealth Advisors
Utah
$153K +$54.9K +274 +56%
BCCM
3975
Black Cypress Capital Management
Florida
$147K +$147K +735 New