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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 %
AWM
2576
Accel Wealth Management
Iowa
$1.6M -$3K -15 -0.2%
AC
2577
Apella Capital
Connecticut
$1.59M +$10.1K +51 +0.6%
BFA
2578
Beacon Financial Advisory
Ohio
$1.59M -$10.6K -53 -0.7%
SC
2579
Steph & Co
Wisconsin
$1.59M -$112K -559 -7%
CC
2580
Callan Capital
California
$1.59M +$319K +1,592 +25%
LGA
2581
Lebenthal Global Advisors
New York
$1.59M +$119K +596 +8%
RFG
2582
RFP Financial Group
Georgia
$1.58M +$7.21K +36 +0.5%
LF
2583
Lee Financial
Texas
$1.58M +$596K +2,978 +61%
CRI
2584
Colonial River Investments
Virginia
$1.58M +$113K +562 +8%
SC
2585
Stephens Consulting
Michigan
$1.58M -$17.8K -89 -1%
TWM
2586
Thrive Wealth Management
Pennsylvania
$1.57M +$111K +555 +8%
CWM
2587
Castle Wealth Management
Florida
$1.57M -$354K -1,769 -18%
UF
2588
Univest Financial
Pennsylvania
$1.57M -$4.46M -22,271 -74%
SVCP
2589
Silicon Valley Capital Partners
California
$1.56M +$397K +1,984 +34%
RWPA
2590
Richard W. Paul & Associates
Michigan
$1.56M -$129K -643 -8%
CCA
2591
Childress Capital Advisors
Texas
$1.56M -$119K -596 -7%
PK
2592
Pflug Koory
Nebraska
$1.56M
AWA
2593
Alta Wealth Advisors
Massachusetts
$1.56M +$6.01K +30 +0.4%
KWM
2594
Kolinsky Wealth Management
New Jersey
$1.54M +$98.7K +493 +7%
MFF
2595
Mango Five Family
Nevada
$1.54M -$289K -1,445 -16%
BC
2596
Belmont Capital
California
$1.54M
SAM
2597
SignalPoint Asset Management
Missouri
$1.54M -$40.5K -202 -3%
GF
2598
Gries Financial
Ohio
$1.54M +$692K +3,457 +82%
KFSC
2599
Keystone Financial Services (Colorado)
Colorado
$1.54M -$7.41K -37 -0.5%
MWP
2600
Madison Wealth Partners
Wisconsin
$1.53M -$9.41K -47 -0.6%