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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 %
CWA
4051
Carolina Wealth Advisors
South Carolina
$27.8K +$8.01K +40 +40%
SFCL
4052
Strengthening Families & Communities LLC
Massachusetts
$27K +$203 +1 +0.8%
CIR
4053
Clear Investment Research
Georgia
$26.9K -$1K -5 -4%
NECFA
4054
New England Capital Financial Advisors
Connecticut
$26K
BIM
4055
Breakwater Investment Management
Washington
$25.4K +$25.4K +127 New
CAM
4056
Clarity Asset Management
Iowa
$24.5K
MBFW
4057
Morton Brown Family Wealth
Pennsylvania
$23K -$34.8K -174 -60%
GAG
4058
Goodman Advisory Group
Massachusetts
$18.6K
ECM
4059
Everence Capital Management
Indiana
$16.8K
PIC
4060
Portland Investment Counsel
Ontario, Canada
$16.7K
WF
4061
WoodTrust Financial
Wisconsin
$15.8K +$259 +1,291 +2%
PPWM
4062
PFG Private Wealth Management
Florida
$13.6K
WA
4063
WestEnd Advisors
North Carolina
$13.5K +$2.21K +11 +20%
ETC
4064
Exchange Traded Concepts
Oklahoma
$13.2K -$124K -620 -90%
BFA
4065
BBJS Financial Advisors
Washington
$10K +$10K +50 New
FF
4066
Friedenthal Financial
New Jersey
$9.01K +$9.01K +45 New
AWM
4067
Activest Wealth Management
Florida
$7.48K -$80.7K -399 -92%
PS
4068
PayPay Securities
Japan
$6.41K -$1.8K -9 -22%
QL
4069
Quarry LP
New York
$5.81K -$20.2K -101 -78%
JFG
4070
JDM Financial Group
Texas
$5.81K
KIG
4071
Kessler Investment Group
Indiana
$5.37K -$1.58M -7,641 -100%
AFWM
4072
Abich Financial Wealth Management
Virginia
$5.21K +$5.21K +26 New
CJ
4073
Caitlin John
Michigan
$4.3K -$205 -1 -5%
SWM
4074
Sanctuary Wealth Management
Idaho
$4.01K
IA
4075
IFS Advisors
Kansas
$2.19K