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 %
MTC
2376
Matrix Trust Company
Colorado
$2.02M +$25.8K +129 +1%
AF
2377
Aldebaran Financial
$2.02M -$32K -160 -2%
CG
2378
CFO4Life Group
Texas
$2.01M +$185K +922 +10%
AA
2379
Advisory Alpha
Michigan
$2.01M +$73.5K +367 +4%
BC
2380
Barrett & Company
Rhode Island
$2.01M +$726K +3,623 +57%
LF
2381
LifeSteps Financial
California
$2.01M -$43.9K -219 -2%
SLG
2382
Stanley-Laman Group
Pennsylvania
$2.01M +$401 +2 +0%
MAM
2383
MWA Asset Management
Massachusetts
$2M +$90.3K +451 +5%
PWM
2384
Paulson Wealth Management
Illinois
$2M -$19K -95 -0.9%
ICA
2385
Infrastructure Capital Advisors
New York
$2M +$2M +10,000 New
KIG
2386
Kowal Investment Group
Wisconsin
$2M +$82.3K +411 +4%
VCM
2387
Virtue Capital Management
Tennessee
$2M +$32.5K +177 +2%
LI
2388
LRI Investments
Florida
$2M +$2M +9,990 New
GTAM
2389
Global Trust Asset Management
Florida
$1.99M -$163K -812 -8%
PWM
2390
Pinnacle Wealth Management
California
$1.99M +$1.99M +9,934 New
IWM
2391
Iams Wealth Management
Nebraska
$1.99M -$166K -899 -8%
IP
2392
Ignite Planners
California
$1.98M -$1.08M -5,423 -35%
CWS
2393
Cypress Wealth Services
California
$1.98M +$33.5K +167 +2%
WWP
2394
WR Wealth Planners
Missouri
$1.98M +$43.3K +216 +2%
AA
2395
AJ Advisors
Tennessee
$1.98M -$4.41K -22 -0.2%
CGA
2396
Crescent Grove Advisors
Illinois
$1.98M -$26.4K -132 -1%
DWM
2397
Drive Wealth Management
Utah
$1.98M -$172K -859 -8%
GMFG
2398
Greater Midwest Financial Group
Minnesota
$1.96M +$84.3K +421 +5%
MFG
2399
Mosaic Financial Group
Illinois
$1.96M +$1.96M +9,766 New
IIM
2400
Ironwood Investment Management
Massachusetts
$1.95M +$484K +2,416 +33%