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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 %
BMC
4026
Bear Mountain Capital
Washington
$54.4K
TVWM
4027
Tower View Wealth Management
Wisconsin
$54.4K -$2.01K -10 -4%
CCMI
4028
Creative Capital Management Investments
California
$53.5K
VF
4029
VitalStone Financial
Texas
$51K
PCM
4030
Palouse Capital Management
Washington
$50.1K +$50.1K +250 New
HWM
4031
Horizons Wealth Management
North Carolina
$47.3K
SCA
4032
Stuart Chaussee & Associates
California
$47.1K
VWWMG
4033
Vermillion & White Wealth Management Group
Pennsylvania
$46.9K
GIS
4034
Grayhawk Investment Strategies
Alberta, Canada
$44.5K
UIA
4035
Ulland Investment Advisors
Minnesota
$42K
PWM
4036
Partnership Wealth Management
Maryland
$41.5K
BFP
4037
Briaud Financial Planning
Texas
$41K +$41K +200 New
KSWA
4038
Kathleen S. Wright Associates
Pennsylvania
$40.1K +$40.1K +200 New
FCG
4039
Financial Connections Group
California
$40K -$210K -1,034 -84%
MSWM
4040
Mowery & Schoenfeld Wealth Management
Illinois
$39.5K -$1.6K -8 -4%
BFS
4041
Bare Financial Services
Pennsylvania
$38.9K
DCM
4042
Davidson Capital Management
Texas
$37.3K +$37.3K +186 New
LAM
4043
Lummis Asset Management
Texas
$36.5K
FGAM
4044
Financial Gravity Asset Management
Texas
$34.7K -$81.3K -412 -70%
RCM
4045
Richardson Capital Management
Wisconsin
$34.1K +$34.1K +170 New
CAM
4046
ClariVest Asset Management
California
$33.8K +$7.61K +38 +29%
DWA
4047
Delos Wealth Advisors
Texas
$33.1K -$9.62K -48 -23%
RG
4048
Retirement Group
California
$31.4K +$21.8K +109 +227%
LWA
4049
Lowe Wealth Advisors
Maryland
$30K
YAL
4050
Your Advocates Ltd
Texas
$30K +$20K +100 +200%