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JPMorgan Chase
JPM

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
$39.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.45B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.21B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$11.1B
5
Barclays
Barclays
United Kingdom
$2.21B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.4B
2
PIF
Public Investment Fund
Saudi Arabia
$0
3
Swedbank
Swedbank
Sweden
$0
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$192M
5
Goldman Sachs
Goldman Sachs
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
4001
Miller Wealth Advisors
Colorado
$86.1K -$3.01K -15 -3%
BHWM
4002
Bay Harbor Wealth Management
Maryland
$85.6K -$601 -3 -0.7%
PA
4003
Pineridge Advisors
Missouri
$83.1K -$90.3K -451 -52%
HC
4004
Hoese & Co
Minnesota
$82.8K – – –
SRCM
4005
Signature Resources Capital Management
California
$82.7K – – –
RTL
4006
Red Tortoise LLC
Georgia
$82.1K +$13.6K +68 +20%
MAM
4007
Marquette Asset Management
Minnesota
$80.1K – – –
FFWA
4008
FRG Family Wealth Advisors
Washington
$79.6K +$79.6K +415 New
IPW
4009
Impact Partnership Wealth
Georgia
$76.1K -$24.4K -122 -24%
RF
4010
Robbins Farley
New Hampshire
$75.5K -$8.81K -44 -10%
IHWM
4011
Iron Horse Wealth Management
Iowa
$75.2K -$8.02K -40 -10%
RFG
4012
REAP Financial Group
Texas
$74.3K -$321K -1,604 -81%
FWA
4013
FSC Wealth Advisors
New York
$72.3K +$601 +3 +0.8%
PCWA
4014
Pacific Capital Wealth Advisors
California
$69.5K +$10.8K +54 +18%
TWD
4015
True Wealth Design
Ohio
$66.8K -$10.6K -53 -14%
T
4016
Tidemark
California
$66.1K +$200 +1 +0.3%
RWA
4017
Redmont Wealth Advisors
Illinois
$65.7K -$170K -848 -72%
TCM
4018
TruNorth Capital Management
Michigan
$64.3K +$64.3K +321 New
TCM
4019
Tanaka Capital Management
New York
$64K -$2.41K -12 -4%
CMA
4020
Cedar Mountain Advisors
Oregon
$62.7K -$6.82K -34 -10%
WCM
4021
Westend Capital Management
California
$58.5K +$58.5K +292 New
DPW
4022
DiNuzzo Private Wealth
Pennsylvania
$58.3K +$200 +1 +0.3%
BSWA
4023
Bromfield Sneider Wealth Advisors
Massachusetts
$58.1K – – –
MIM
4024
Meridiem Investment Management
United Kingdom
$56.1K -$317K -1,582 -85%
TLA
4025
Tanglewood Legacy Advisors
Texas
$54.7K +$2.6K +13 +5%
159 160
161
162 163