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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 %
PSFG
2701
Prairie Sky Financial Group
Illinois
$1.36M -$10.2K -51 -0.7%
NPFS
2702
Novak & Powell Financial Services
Florida
$1.35M -$21.2K -106 -2%
FHC
2703
First Heartland Consultants
Missouri
$1.34M +$74.9K +374 +6%
NCM
2704
Northside Capital Management
Oregon
$1.34M
OW
2705
Olistico Wealth
Oklahoma
$1.34M -$219K -1,095 -14%
GFA
2706
Gallagher Fiduciary Advisors
Illinois
$1.34M +$62.1K +310 +5%
WCA
2707
Waypoint Capital Advisors
Minnesota
$1.33M +$26.4K +132 +2%
PFA
2708
Pathway Financial Advisors
Vermont
$1.33M -$7.21K -36 -0.5%
TC
2709
Trust Company
Kansas
$1.33M -$162K -811 -11%
PWM
2710
PBMares Wealth Management
Virginia
$1.33M +$12.6K +63 +1%
CA
2711
Centerpoint Advisors
Massachusetts
$1.33M +$80.7K +403 +6%
CI
2712
CAZ Investments
Texas
$1.32M
FRA
2713
Frank Rimerman Advisors
California
$1.32M
CAM
2714
Cubic Asset Management
Massachusetts
$1.32M +$6.21K +31 +0.5%
KFS
2715
Keynote Financial Services
Connecticut
$1.31M +$1.31M +6,534 New
PCH
2716
PGIM Custom Harvest
New Jersey
$1.31M +$641K +3,202 +96%
SWM
2717
Sterling Wealth Management
Illinois
$1.31M
DCM
2718
Driehaus Capital Management
Illinois
$1.31M -$473K -2,362 -27%
CF
2719
Clarity Financial
Texas
$1.3M +$42.5K +212 +3%
KFA
2720
Kelleher Financial Advisors
New York
$1.3M -$39.1K -195 -3%
STAS
2721
Strong Tower Advisory Services
Minnesota
$1.3M +$120K +601 +10%
CHA
2722
Carmichael Hill & Associates
Maryland
$1.3M -$52.1K -260 -4%
OFS
2723
Orrstown Financial Services
Pennsylvania
$1.3M +$48.5K +242 +4%
LF
2724
Lantz Financial
Illinois
$1.3M -$4.01K -20 -0.3%
BFG
2725
Berger Financial Group
Minnesota
$1.3M +$114K +569 +10%