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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 %
OWA
2626
ORBA Wealth Advisors
Illinois
$1.48M -$280K -1,400 -16%
OIM
2627
Orca Investment Management
Oregon
$1.48M -$149K -746 -9%
LIM
2628
Longfellow Investment Management
Massachusetts
$1.48M +$2K +10 +0.1%
AP
2629
Atwood & Palmer
Missouri
$1.48M +$25.4K +127 +2%
BWA
2630
Bordeaux Wealth Advisors
California
$1.48M -$56.3K -281 -4%
ACA
2631
Atlas Capital Advisors
Wyoming
$1.47M +$49.1K +245 +3%
AWM
2632
AllSquare Wealth Management
New York
$1.47M
RLWM
2633
RF&L Wealth Management
Massachusetts
$1.46M -$36.1K -180 -2%
GA
2634
Geller Advisors
New York
$1.46M +$109K +544 +8%
SHFA
2635
SC&H Financial Advisors
Maryland
$1.46M -$57.3K -286 -4%
SM
2636
Salzhauer Michael
$1.46M
APW
2637
Austin Private Wealth
Texas
$1.46M +$35.5K +179 +2%
OPOWM
2638
One Plus One Wealth Management
Florida
$1.45M
PIA
2639
Powell Investment Advisors
Florida
$1.45M
KCFA
2640
Key Client Fiduciary Advisors
New Jersey
$1.45M -$240K -1,200 -14%
OWA
2641
One Wealth Advisors
California
$1.45M +$257K +1,281 +22%
HWP
2642
Highline Wealth Partners
California
$1.45M +$29.8K +149 +2%
GM
2643
Granger Management
New York
$1.45M +$705K +3,521 +95%
CIM
2644
Corda Investment Management
Texas
$1.45M +$139K +695 +11%
DG
2645
DMC Group
Alabama
$1.44M +$51.1K +255 +4%
CIA
2646
Cladis Investment Advisory
Montana
$1.44M
UWS
2647
Unique Wealth Strategies
Illinois
$1.44M +$179K +896 +14%
GFPC
2648
Global Financial Private Client
Florida
$1.44M +$138K +693 +11%
S
2649
Sunpointe
Missouri
$1.44M -$62.9K -314 -4%
ACM
2650
Armbruster Capital Management
New York
$1.44M -$15K -75 -1%