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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 %
CMANY
2326
Capital Management Associates (New York)
New York
$2.14M +$1.16M +5,769 +118%
GWCM
2327
Godshalk Welsh Capital Management
Pennsylvania
$2.13M +$15K +75 +0.7%
PWM
2328
Prentice Wealth Management
New York
$2.13M +$75.5K +377 +4%
MMM
2329
Mendel Money Management
Illinois
$2.13M -$35.1K -175 -2%
MWM
2330
MGB Wealth Management
Texas
$2.13M +$110K +547 +5%
VIP
2331
Vista Investment Partners
Oklahoma
$2.13M +$22.2K +111 +1%
AR
2332
Advisory Research
Illinois
$2.12M -$5.41K -27 -0.3%
WA
2333
Wealth Architects
California
$2.12M -$106K -531 -5%
SCI
2334
Stableford Capital II
Arizona
$2.12M -$256K -1,277 -11%
FCFC
2335
First Citizens Financial Corp
Iowa
$2.12M +$5.61K +28 +0.3%
TIA
2336
Trust Investment Advisors
Indiana
$2.12M -$8.01K -40 -0.4%
WCBA
2337
Weaver C. Barksdale & Associates
Tennessee
$2.12M -$575K -2,873 -21%
ICM
2338
IMS Capital Management
Oregon
$2.12M -$2K -10 -0.1%
OIS
2339
Okabena Investment Services
Minnesota
$2.12M -$69.1K -345 -3%
WDC
2340
Woodward Diversified Capital
California
$2.11M +$17.2K +86 +0.8%
PWM
2341
Purus Wealth Management
California
$2.11M +$368K +1,836 +21%
CFO
2342
CVA Family Office
Colorado
$2.11M +$4.21K +21 +0.2%
FMP
2343
Financial Management Professionals
Texas
$2.11M -$35.3K -176 -2%
AS
2344
Altshuler Shaham
Israel
$2.11M -$458K -2,287 -18%
RCM
2345
Raleigh Capital Management
North Carolina
$2.11M +$154K +767 +8%
FH
2346
FWG Holdings
Florida
$2.1M +$124K +627 +6%
CAL
2347
Capital Advisors Ltd
Ohio
$2.1M +$31.8K +159 +2%
VFPI
2348
Vantage Financial Partners (Illinois)
Illinois
$2.1M -$48.5K -242 -2%
ACL
2349
Applied Capital LLC
Florida
$2.09M +$45.1K +225 +2%
HBWM
2350
Hollow Brook Wealth Management
New York
$2.09M