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JPMorgan Chase

4,077 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, 1,847 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,077
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.1%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.33%
New
249
Increased
1,607
Reduced
1,847
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
VWMG
1751
Virginia Wealth Management Group
Virginia
$4.43M -$161K -805 -4%
IFPG
1752
Intrepid Financial Planning Group
Indiana
$4.43M +$3K +15 +0.1%
BMC
1753
Beaton Management Company
Massachusetts
$4.42M -$7.21K -36 -0.2%
EAM
1754
EULAV Asset Management
Florida
$4.41M -$1.4M -7,000 -24%
IWA
1755
Icon Wealth Advisors
Texas
$4.41M +$2.13M +10,615 +93%
LWM
1756
Lodestone Wealth Management
Washington
$4.4M -$6.01K -30 -0.1%
PRWA
1757
Platte River Wealth Advisors
Colorado
$4.39M +$133K +665 +3%
CAMV
1758
Concord Asset Management (Virginia)
Virginia
$4.38M +$529K +2,639 +14%
CIA
1759
Cohen Investment Advisors
New Hampshire
$4.38M +$75.1K +375 +2%
MWM
1760
Massachusetts Wealth Management
Massachusetts
$4.38M +$28K +140 +0.6%
AMG
1761
Advisors Management Group
Wisconsin
$4.36M -$237K -1,181 -5%
ECML
1762
Eagle Capital Management (Louisiana)
Louisiana
$4.36M +$163K +813 +4%
MSK
1763
Melissa S. Kampmann
$4.36M +$546K +2,725 +14%
CW
1764
CreativeOne Wealth
Kansas
$4.36M +$1.44M +7,197 +49%
BC
1765
Bowman & Company
Wisconsin
$4.34M -$76.7K -383 -2%
SWM
1766
Sugarloaf Wealth Management
Georgia
$4.34M +$107K +534 +3%
BO
1767
Bank OZK
Arkansas
$4.34M -$601 -3 -0%
AIC
1768
Argus Investors Counsel
New York
$4.34M -$602K -3,006 -12%
AW
1769
Apricus Wealth
South Carolina
$4.33M -$2.23M -11,133 -34%
WOC
1770
West Oak Capital
California
$4.33M +$28.4K +142 +0.7%
MGWM
1771
Marks Group Wealth Management
Minnesota
$4.32M -$367K -1,834 -8%
SM
1772
Sweeney & Michel
California
$4.32M +$4.32M +21,436 New
FAP
1773
Financial Advisory Partners
Florida
$4.32M -$715K -3,568 -14%
IP
1774
Intellectus Partners
California
$4.31M -$7.01K -35 -0.2%
PRA
1775
Pine Ridge Advisers
New York
$4.31M