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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 %
VCM
2826
Vivaldi Capital Management
Illinois
$1.15M -$429K -2,160 -27%
FW
2827
FirstPurpose Wealth
Utah
$1.14M -$8.01K -41 -0.7%
LAI
2828
Legal Advantage Investments
California
$1.14M
GITFIT
2829
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.14M
LJHT
2830
Laurie J. Hall Trustee
$1.14M -$63.1K -315 -5%
SOS
2831
Silver Oak Securities
Tennessee
$1.14M -$50.7K -253 -4%
RCA
2832
Roberts Capital Advisors
Colorado
$1.14M +$1.14M +5,671 New
DWM
2833
Dechtman Wealth Management
Colorado
$1.14M +$90.7K +453 +9%
OKSA
2834
O'Keefe Stevens Advisory
New York
$1.13M +$144K +718 +15%
BWA
2835
Burt Wealth Advisors
Maryland
$1.13M +$47.1K +235 +4%
PA
2836
Probity Advisors
Texas
$1.13M -$1K -5 -0.1%
AWM
2837
Avaii Wealth Management
Wisconsin
$1.13M +$31.4K +157 +3%
GPWA
2838
Great Point Wealth Advisors
Massachusetts
$1.13M
FMI
2839
F/M Investments
District of Columbia
$1.13M -$16K -80 -1%
SCM
2840
SKBA Capital Management
California
$1.12M
RPGK
2841
Retirement Planning Group (Kansas)
Kansas
$1.12M +$38.3K +191 +4%
ACP
2842
Aveo Capital Partners
Colorado
$1.12M +$139K +731 +14%
DWA
2843
Delap Wealth Advisory
Oregon
$1.12M +$675K +3,370 +151%
FB
2844
First Bancorp
Maine
$1.12M +$15K +75 +1%
CPA
2845
Cardiff Park Advisors
California
$1.12M +$801 +4 +0.1%
IRC
2846
Investors Research Corp
Georgia
$1.12M -$193K -966 -15%
HWMG
2847
Hurlow Wealth Management Group
Indiana
$1.12M +$1.4K +7 +0.1%
PIMG
2848
Patriot Investment Management Group
Tennessee
$1.12M -$4.81K -24 -0.4%
MWP
2849
Moller Wealth Partners
$1.12M
LPAM
2850
Lodestar Private Asset Management
California
$1.12M -$53.3K -266 -5%