JPM icon

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 %
CS
1826
Crescent Sterling
Louisiana
$4.07M -$97.3K -486 -2%
CB
1827
CNB Bank
Pennsylvania
$4.07M -$201K -1,004 -5%
SWM
1828
Sculati Wealth Management
Michigan
$4.07M -$801 -4 -0%
APG
1829
Abacus Planning Group
South Carolina
$4.07M -$122K -608 -3%
BFA
1830
Beaumont Financial Advisors
Massachusetts
$4.06M +$186K +931 +5%
GWMR
1831
GC Wealth Management RIA
Massachusetts
$4.06M +$611K +3,049 +18%
CCA
1832
Cobblestone Capital Advisors
New York
$4.05M
CCWM
1833
Cassaday & Co Wealth Management
Virginia
$4.05M -$63.3K -316 -2%
PFA
1834
Pure Financial Advisors
California
$4.05M -$1.31M -6,528 -24%
SLT
1835
St Louis Trust
Missouri
$4.04M +$178K +891 +5%
GIM
1836
Guardian Investment Management
California
$4.04M -$453K -2,261 -10%
TWP
1837
Tyche Wealth Partners
Texas
$4.04M -$925K -4,619 -19%
AC
1838
Avestar Capital
New York
$4.03M +$812K +4,053 +25%
RGI
1839
River Global Investors
United Kingdom
$4.03M -$46.1K -230 -1%
MCM
1840
Manchester Capital Management
Vermont
$4.03M +$974K +4,864 +32%
MFA
1841
Mayflower Financial Advisors
Massachusetts
$4.03M -$46.1K -230 -1%
CCFM
1842
Clear Creek Financial Management
Washington
$4.03M -$609K -3,042 -13%
QWM
1843
Quadcap Wealth Management
Texas
$4.02M -$501K -2,502 -11%
APIM
1844
Agate Pass Investment Management
Washington
$4.02M -$87.5K -437 -2%
PIP
1845
Peachtree Investment Partners
Florida
$4.01M -$420K -2,096 -9%
NIP
1846
Nicholas Investment Partners
California
$4M
SW
1847
StrongBox Wealth
Missouri
$4M -$184K -921 -4%
SAM
1848
Sawgrass Asset Management
Florida
$3.99M -$85.7K -428 -2%
PWA
1849
Phoenix Wealth Advisors
North Carolina
$3.97M -$328K -1,638 -8%
RZH
1850
Relyea Zuckerberg Hanson
Connecticut
$3.97M +$298K +1,487 +8%