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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 %
AIM
2676
ARGA Investment Management
Connecticut
$1.39M -$158K -787 -10%
AIA
2677
Angeles Investment Advisors
California
$1.39M +$111K +553 +9%
CWM
2678
Centric Wealth Management
Illinois
$1.39M +$608K +3,172 +78%
AWA
2679
Aletheian Wealth Advisors
Washington
$1.39M +$245K +1,225 +21%
SPA
2680
Sherbrooke Park Advisers
New York
$1.39M +$970K +4,841 +233%
BPGAM
2681
BTG Pactual Global Asset Management
Bermuda
$1.38M +$1.38M +6,907 New
OWG
2682
Oxford Wealth Group
Florida
$1.38M +$1.38M +6,902 New
CM
2683
Caption Management
Oklahoma
$1.38M +$1.38M +6,900 New
GCS
2684
Gordian Capital (Singapore)
Singapore
$1.38M +$150K +750 +12%
PCM
2685
Prelude Capital Management
New York
$1.38M +$422K +2,106 +44%
BWM
2686
BNC Wealth Management
Oregon
$1.37M +$179K +896 +15%
WAG
2687
Wiser Advisor Group
Arizona
$1.37M -$47.8K -238 -3%
MFWP
2688
Mosaic Family Wealth Partners
Missouri
$1.37M +$145K +724 +12%
SW
2689
Solidarity Wealth
Utah
$1.37M -$200 -1 -0%
PVM
2690
Palogic Value Management
Texas
$1.37M
FBB
2691
Fulton Breakefield Broenniman
Maryland
$1.37M -$4.21K -21 -0.3%
RW
2692
REDW Wealth
New Mexico
$1.36M +$4.41K +22 +0.3%
VCM
2693
Viewpoint Capital Management
Washington
$1.36M +$62.5K +312 +5%
Two Sigma Investments
2694
Two Sigma Investments
New York
$1.36M -$1.76M -8,778 -56%
WC
2695
Winmill & Co
New York
$1.36M
USGIU
2696
U.S. Global Investors (USGI)
Texas
$1.36M
SB
2697
Sunflower Bank
Texas
$1.36M -$70.9K -354 -5%
SDWMA
2698
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.36M +$958K +4,781 +238%
WWC
2699
Waypoint Wealth Counsel
Georgia
$1.36M +$18K +90 +1%
SFS
2700
Security Financial Services
Indiana
$1.36M +$6.81K +34 +0.5%