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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 %
EWM
1926
Empirical Wealth Management
Washington
$3.65M -$8.01K -40 -0.2%
GFG
1927
Goldstone Financial Group
Illinois
$3.65M -$19.4K -97 -0.5%
MIA
1928
MeadowBrook Investment Advisors
Michigan
$3.64M -$153K -764 -4%
TP
1929
Tranquility Partners
Tennessee
$3.64M -$82.1K -410 -2%
WC
1930
Wynn Capital
Georgia
$3.63M -$84.5K -422 -2%
TCM
1931
Tandem Capital Management
New Jersey
$3.63M -$27K -135 -0.7%
CW
1932
Channel Wealth
California
$3.62M +$85.5K +427 +2%
AWM
1933
Aries Wealth Management
Maine
$3.62M -$27K -135 -0.7%
PFSC
1934
Peoples Financial Services Corp
Pennsylvania
$3.61M -$133K -663 -4%
CFFP
1935
Center for Financial Planning
Michigan
$3.61M +$104K +521 +3%
MIM
1936
Moseley Investment Management
Florida
$3.61M +$20K +100 +0.6%
LSA
1937
L & S Advisors
California
$3.6M -$9.28M -46,352 -72%
SMC
1938
Smith, Moore & Co
Missouri
$3.59M -$9.61K -48 -0.3%
OHWP
1939
Oak Harbor Wealth Partners
North Carolina
$3.59M -$9.82K -49 -0.3%
PWPS
1940
Pinnacle Wealth Planning Services
Ohio
$3.59M -$28.8K -144 -0.8%
Walleye Capital
1941
Walleye Capital
New York
$3.58M +$3.58M +17,897 New
DBIA
1942
Dumont & Blake Investment Advisors
New Jersey
$3.58M -$401 -2 -0%
EGM
1943
Engineers Gate Manager
New York
$3.58M +$3.58M +17,868 New
RFA
1944
Rollins Financial Advisors
New York
$3.57M +$587K +2,932 +20%
HDIM
1945
Hanson & Doremus Investment Management
Vermont
$3.57M -$77.1K -385 -2%
GLA
1946
Good Life Advisors
Pennsylvania
$3.57M +$401 +2 +0%
HFBOT
1947
Home Federal Bank of Tennessee
Tennessee
$3.57M
EHC
1948
Everett Harris & Co
California
$3.56M +$29.2K +146 +0.8%
VBCG
1949
Valley Brook Capital Group
Pennsylvania
$3.56M -$232K -1,472 -6%
NF
1950
Nvest Financial
New Hampshire
$3.56M +$106K +527 +3%