JPM icon

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 %
MCM
3976
MidAtlantic Capital Management
Virginia
$146K -$9.21K -46 -6%
RS
3977
Rakuten Securities
Japan
$146K +$93.3K +466 +179%
GWM
3978
Guardian Wealth Management
Illinois
$145K +$801 +4 +0.6%
MFT
3979
Moisand Fitzgerald Tamayo
Florida
$143K -$7.01K -35 -5%
DCM
3980
Disciplina Capital Management
Tennessee
$137K +$1K +5 +0.7%
MCA
3981
Maryland Capital Advisors
Maryland
$136K
DF
3982
Dunhill Financial
United Kingdom
$133K +$8.21K +41 +7%
EA
3983
Evolution Advisers
Virginia
$131K
GJIA
3984
Glass Jacobson Investment Advisors
Maryland
$125K
DF
3985
DecisionPoint Financial
Arizona
$118K
RAM
3986
Riggs Asset Management
Pennsylvania
$117K +$6.61K +33 +6%
APW
3987
Acima Private Wealth
Virginia
$114K
VFIC
3988
Valley Forge Investment Consultants
Pennsylvania
$113K
EFP
3989
EnRich Financial Partners
Wisconsin
$113K +$113K +562 New
JWM
3990
Jupiter Wealth Management
Colorado
$112K -$1.29M -6,613 -92%
HCM
3991
Horrell Capital Management
Arkansas
$110K
MSG
3992
Main Street Group
Virginia
$105K -$1.79K -9 -2%
TCG
3993
Transcendent Capital Group
Oklahoma
$105K +$42.7K +213 +68%
GWSA
3994
Global Wealth Strategies & Associates
Colorado
$103K
CSS
3995
Cubist Systematic Strategies
Connecticut
$102K -$483K -2,413 -83%
TWP
3996
TFO Wealth Partners
Ohio
$102K -$103K -513 -50%
CCM
3997
Cutler Capital Management
Massachusetts
$100K +$100K +500 New
HFS
3998
Horizon Financial Services
North Carolina
$96.9K +$96.9K +484 New
DCM
3999
Davis Capital Management
Florida
$93K +$5.78K +29 +7%
NA
4000
Nordwand Advisors
Pennsylvania
$87.9K