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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 %
ME
2751
McIlrath & Eck
Washington
$1.26M +$2.8K +14 +0.2%
RPWA
2752
Regent Peak Wealth Advisors
Georgia
$1.26M -$18.4K -92 -1%
SWM
2753
Sendero Wealth Management
Texas
$1.26M +$91.5K +457 +8%
VSQM
2754
V-Square Quantitative Management
Illinois
$1.26M
IGWM
2755
ICA Group Wealth Management
Colorado
$1.26M +$23.6K +118 +2%
PWP
2756
Phillips Wealth Planners
Mississippi
$1.25M -$56.4K -312 -4%
SC
2757
Solstein Capital
California
$1.25M
PCA
2758
Prosperity Capital Advisors
Ohio
$1.25M +$503K +2,513 +68%
GAM
2759
Gould Asset Management
California
$1.25M
NCFG
2760
New Century Financial Group
New Jersey
$1.25M -$96.7K -483 -7%
SWM
2761
Shakespeare Wealth Management
Wisconsin
$1.24M
GC
2762
GFG Capital
Florida
$1.24M -$13.4K -67 -1%
VP
2763
Verum Partners
North Carolina
$1.24M +$48.7K +243 +4%
AFG
2764
ABLE Financial Group
Arizona
$1.24M +$201K +1,004 +19%
SL
2765
Salomon & Ludwin
Virginia
$1.24M +$32.6K +163 +3%
FC
2766
Financial Council
Maryland
$1.23M -$58.3K -291 -5%
CastleKeep Investment Advisors
2767
CastleKeep Investment Advisors
Connecticut
$1.23M -$278K -1,390 -18%
SL
2768
Sentry LLC
Tennessee
$1.23M -$1.2K -6 -0.1%
SWA
2769
Sax Wealth Advisors
New Jersey
$1.23M +$347K +1,732 +39%
SEP
2770
Southland Equity Partners
Missouri
$1.22M +$293K +1,463 +31%
CWP
2771
Core Wealth Partners
California
$1.22M +$59.9K +299 +5%
MTC
2772
McDaniel Terry & Co
Texas
$1.22M +$90.1K +450 +8%
V
2773
ViaWealth
Kansas
$1.22M +$3.21K +16 +0.3%
DA
2774
Denali Advisors
California
$1.22M -$120K -600 -9%
BCG
2775
BayBridge Capital Group
California
$1.22M -$7.2K -38 -0.6%