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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 %
CIA
2476
Citadel Investment Advisory
Ohio
$1.79M
RHAM
2477
Round Hill Asset Management
California
$1.79M -$10.2K -51 -0.6%
SAMT
2478
Select Asset Management & Trust
Pennsylvania
$1.79M -$313K -1,563 -15%
DM
2479
Delphi Management
Massachusetts
$1.78M -$71.1K -355 -4%
BSI
2480
Bennett Selby Investments
Maine
$1.78M -$3.21K -16 -0.2%
AC
2481
Asio Capital
Kentucky
$1.78M
FPWM
2482
FSB Premier Wealth Management
Iowa
$1.78M +$145K +722 +9%
HFAS
2483
Hummer Financial Advisory Services
Illinois
$1.78M +$8.61K +43 +0.5%
CG
2484
Clarus Group
Texas
$1.78M -$160K -800 -8%
MWM
2485
Mittelman Wealth Management
Massachusetts
$1.78M +$1.78M +8,877 New
MCM
2486
Mendel Capital Management
Arkansas
$1.77M -$153K -764 -8%
IF
2487
IRON Financial
Illinois
$1.77M -$90.9K -454 -5%
GCC
2488
Game Creek Capital
Massachusetts
$1.77M -$466K -2,325 -21%
MFP
2489
Meridian Financial Partners
Virginia
$1.77M -$1.09K -6 -0.1%
AA
2490
Addison Advisors
Vermont
$1.76M +$19.8K +99 +1%
CCWM
2491
Correct Capital Wealth Management
Missouri
$1.76M +$220K +1,098 +14%
WPA
2492
Winning Points Advisors
Florida
$1.76M
DWM
2493
Defined Wealth Management
Oregon
$1.75M +$1.4K +7 +0.1%
PCG
2494
PFC Capital Group
California
$1.75M -$30K -150 -2%
MSWM
2495
McGlone Suttner Wealth Management
Wisconsin
$1.74M +$199K +993 +13%
CFG
2496
Cooper Financial Group
California
$1.74M +$197K +984 +13%
EWS
2497
Evergreen Wealth Solutions
Pennsylvania
$1.74M -$349K -1,743 -17%
FNBTCON
2498
First National Bank & Trust Co of Newtown
Pennsylvania
$1.74M
GWP
2499
Gen-Wealth Partners
Michigan
$1.74M +$1.74M +8,681 New
RCM
2500
RMR Capital Management
California
$1.74M