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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 %
GIM
2801
Greylin Investment Management
Virginia
$1.19M -$10K -50 -0.8%
5SA
2802
5th Street Advisors
Connecticut
$1.19M
CUAMC
2803
China Universal Asset Management Company
China
$1.18M +$1.18M +5,914 New
BPFA
2804
Barnes Pettey Financial Advisors
Mississippi
$1.18M +$38.3K +191 +3%
FFO
2805
Fortitude Family Office
Arizona
$1.18M +$23.6K +118 +2%
CG
2806
Clifford Group
Massachusetts
$1.18M -$16.6K -83 -1%
EW
2807
Element Wealth
Mississippi
$1.18M -$3.81K -19 -0.3%
SCA
2808
St. Clair Advisors
Ohio
$1.17M
BIA
2809
Benchmark Investment Advisors
Illinois
$1.17M +$195K +971 +20%
APW
2810
Aurora Private Wealth
New Jersey
$1.17M -$26.7K -134 -2%
SMWM
2811
Silvia McColl Wealth Management
California
$1.17M +$11.3K +58 +1%
BFA
2812
Buttonwood Financial Advisors
Maryland
$1.17M -$12.4K -62 -1%
MWM
2813
McNaughton Wealth Management
California
$1.17M -$37.5K -187 -3%
MWA
2814
Monograph Wealth Advisors
California
$1.17M +$1.17M +5,823 New
AGC
2815
Aspen Grove Capital
Colorado
$1.17M +$39.1K +195 +3%
WIM
2816
Westside Investment Management
California
$1.16M -$6.01K -30 -0.5%
OPWM
2817
Oakwell Private Wealth Management
Texas
$1.16M +$96.3K +481 +9%
CWC
2818
Carolinas Wealth Consulting
North Carolina
$1.16M -$31.6K -158 -3%
WAG
2819
Wallace Advisory Group
California
$1.16M +$144K +846 +14%
PAA
2820
Peregrine Asset Advisers
Oregon
$1.16M
TCM
2821
Tributary Capital Management
Nebraska
$1.16M +$104K +519 +10%
PFG
2822
Prosperity Financial Group
California
$1.15M +$432K +2,158 +60%
GCM
2823
Galibier Capital Management
Ontario, Canada
$1.15M
EFL
2824
ERn Financial LLC
Wisconsin
$1.15M +$22K +110 +2%
HFA
2825
High Falls Advisors
New York
$1.15M +$33K +165 +3%