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JPMorgan Chase

4,166 hedge funds and large institutions have $419B invested in JPMorgan Chase in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,721 increasing their positions, 1,848 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,166
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.26%
Holding in Top 10
616
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-7.65%
% of All Funds
8.91%
New
189
Increased
1,721
Reduced
1,848
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
4051
Legend Financial Advisors
Pennsylvania
$182K -$25.3K -120 -12%
LAM
4052
Lummis Asset Management
Texas
$181K +$143K +676 +371%
MFG
4053
Mendota Financial Group
Wisconsin
$178K -$23.2K -110 -12%
TCM
4054
TD Capital Management
Tennessee
$175K +$11.6K +55 +7%
FNWA
4055
Financial Network Wealth Advisors
Utah
$174K -$59.9K -284 -26%
PCWA
4056
Pacific Capital Wealth Advisors
California
$164K -$35.6K -169 -18%
DP
4057
Denver PWM
Colorado
$160K -$91.1K -432 -36%
MAM
4058
Meeder Asset Management
Ohio
$158K +$3.16K +15 +2%
RS
4059
Rakuten Securities
Japan
$153K +$76.3K +362 +99%
GWM
4060
Guardian Wealth Management
Illinois
$150K +$843 +4 +0.6%
AW
4061
Avion Wealth
Texas
$144K +$86.9K +414 +152%
MCA
4062
Maryland Capital Advisors
Maryland
$143K -$422 -2 -0.3%
T
4063
Tidemark
California
$142K +$6.33K +30 +5%
TCM
4064
TruNorth Capital Management
Michigan
$140K +$13.3K +63 +10%
PP
4065
Pingora Partners
Wyoming
$140K -$21.5K -102 -13%
VFIC
4066
Valley Forge Investment Consultants
Pennsylvania
$139K +$20.7K +98 +17%
EA
4067
Evolution Advisers
Virginia
$138K
GWSA
4068
Global Wealth Strategies & Associates
Colorado
$137K +$28.7K +136 +26%
MCM
4069
MidAtlantic Capital Management
Virginia
$136K -$3.37K -16 -2%
DF
4070
DecisionPoint Financial
Arizona
$129K
BCM
4071
Basso Capital Management
Connecticut
$127K -$179K -847 -58%
DCM
4072
Disciplina Capital Management
Tennessee
$127K -$205M -971,791 -100%
DF
4073
Dunhill Financial
United Kingdom
$126K -$25.9K -123 -17%
NCM
4074
Northwest Capital Management
Oregon
$122K
JWM
4075
Jupiter Wealth Management
Colorado
$121K