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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 %
6F
2276
626 Financial
Michigan
$2.25M -$52.9K -264 -2%
ADBIC
2277
A.D. Beadell Investment Counsel
Wisconsin
$2.25M -$73.1K -365 -3%
MLA
2278
My Legacy Advisors
Oregon
$2.25M +$49.9K +249 +2%
SWK
2279
Stephen W. Kidder
$2.25M -$14K -70 -0.6%
SFS
2280
Summit Financial Strategies
Ohio
$2.25M -$10K -50 -0.4%
WMP
2281
Wealth Management Partners
Arizona
$2.24M -$56.5K -282 -2%
EAM
2282
Empirical Asset Management
Massachusetts
$2.24M +$2.06M +16,190 +1,137%
AA
2283
Auxano Advisors
Washington
$2.24M -$64.5K -322 -3%
HIIFS
2284
Harel Insurance Investments & Financial Services
Israel
$2.24M +$361K +1,801 +19%
WWM
2285
Wolff Wiese Magana
California
$2.24M -$216K -1,077 -9%
BA
2286
Birinyi Associates
Connecticut
$2.23M -$19.6K -98 -0.9%
ACM
2287
Arcataur Capital Management
Wisconsin
$2.23M +$1.15M +5,749 +106%
PWMG
2288
Pinnacle Wealth Management Group
Michigan
$2.23M -$26.4K -132 -1%
CWM
2289
Chesapeake Wealth Management
Virginia
$2.23M -$57.9K -289 -3%
NFA
2290
Northern Financial Advisors
Michigan
$2.23M +$3.21K +16 +0.1%
CAM
2291
Cacti Asset Management
Georgia
$2.23M
HAM
2292
Harmony Asset Management
Arizona
$2.22M -$228K -1,138 -9%
ZF
2293
Zhang Financial
Michigan
$2.22M +$72.5K +362 +3%
BSAM
2294
Blue Square Asset Management
New York
$2.22M -$114K -567 -5%
PEA
2295
Park Edge Advisors
Ohio
$2.22M -$14.8K -74 -0.7%
CP
2296
Canopy Partners
Ohio
$2.22M -$1.9M -9,496 -46%
KMWM
2297
Keudell/Morrison Wealth Management
Oregon
$2.22M -$25.8K -129 -1%
EB
2298
Emprise Bank
Kansas
$2.21M +$2.21M +11,048 New
TCWM
2299
Total Clarity Wealth Management
Illinois
$2.21M +$355K +1,773 +19%
DI
2300
Diligent Investors
California
$2.21M -$32.6K -163 -1%