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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 %
DL
2501
DOHJ LLC
Washington
$1.73M +$21.8K +109 +1%
PA
2502
Prossimo Advisors
California
$1.73M -$5.01K -25 -0.3%
MKC
2503
M. Kraus & Co
Vermont
$1.72M +$71.9K +359 +4%
WW
2504
Waterfront Wealth
Kansas
$1.72M +$5.61K +29 +0.3%
CAIMH
2505
Central Asset Investments & Management Holdings
Hong Kong
$1.72M +$1.72M +8,600 New
FNBSF
2506
First National Bank Sioux Falls
South Dakota
$1.72M -$2K -10 -0.1%
SFS
2507
Stiles Financial Services
Minnesota
$1.72M +$290K +1,446 +20%
BCP
2508
Berkeley Capital Partners
Georgia
$1.71M -$61.9K -309 -3%
WIA
2509
Westbourne Investment Advisors
Maryland
$1.71M -$8.41K -42 -0.5%
ACM
2510
Ategra Capital Management
Virginia
$1.71M -$200 -1 -0%
PPP
2511
Private Portfolio Partners
New Jersey
$1.71M -$54.9K -274 -3%
LB
2512
Legacy Bridge
Iowa
$1.71M -$3.61K -18 -0.2%
HGERS
2513
Householder Group Estate & Retirement Specialist
Arizona
$1.71M -$76.7K -383 -4%
JF
2514
Joule Financial
Kentucky
$1.7M +$23.4K +117 +1%
TWM
2515
Tanager Wealth Management
United Kingdom
$1.7M +$826K +4,123 +94%
RB
2516
Rodgers Brothers
Pennsylvania
$1.7M +$371K +1,850 +28%
WMA
2517
Wealth Management Associates
New Jersey
$1.7M -$44.3K -219 -3%
LA
2518
LexAurum Advisors
Kansas
$1.7M -$509K -2,542 -23%
TIM
2519
Tortoise Investment Management
New York
$1.7M -$19.8K -99 -1%
EAM
2520
Eukles Asset Management
Ohio
$1.69M +$93.1K +465 +6%
MHWM
2521
Montz Harcus Wealth Management
Louisiana
$1.69M +$9.01K +45 +0.5%
AGA
2522
Accuvest Global Advisors
Utah
$1.69M +$441K +2,202 +35%
BWP
2523
Balboa Wealth Partners
Arizona
$1.69M +$306K +1,530 +22%
SWRP
2524
Summit Wealth & Retirement Planning
California
$1.69M -$151K -754 -8%
TCA
2525
Troluce Capital Advisors
Puerto Rico
$1.68M +$1.68M +8,400 New