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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 %
BHBT
2851
Burke & Herbert Bank & Trust
Virginia
$1.11M -$168K -840 -13%
SWM
2852
Shelton Wealth Management
Texas
$1.11M +$80.9K +404 +8%
LSA
2853
Lion Street Advisors
Texas
$1.11M
DMBA
2854
Deseret Mutual Benefit Administrators
Utah
$1.11M -$31.4K -157 -3%
AFO
2855
Allie Family Office
Florida
$1.11M
SFP
2856
Sandbox Financial Partners
Maryland
$1.11M +$14.6K +73 +1%
PCMC
2857
Private Capital Management (Colorado)
Colorado
$1.11M -$26.8K -134 -2%
PWAC
2858
Private Wealth Advisors (California)
California
$1.11M -$2.8K -14 -0.3%
MJRIC
2859
Mogy Joel R Investment Counsel
California
$1.11M +$312K +1,558 +39%
FFA
2860
Fi3 Financial Advisors
Indiana
$1.1M -$29K -152 -3%
TA
2861
Tectonic Advisors
Texas
$1.1M +$61.3K +306 +6%
WA
2862
WealthTrust Axiom
Pennsylvania
$1.1M -$20.8K -104 -2%
WDG
2863
Wealth Dimensions Group
Ohio
$1.1M -$47.1K -235 -4%
FCM
2864
Firestone Capital Management
Florida
$1.1M +$5.41K +27 +0.5%
PCS
2865
Private Client Services
Kentucky
$1.1M +$52.3K +261 +5%
GS
2866
GTS Securities
New York
$1.1M -$9.43M -47,075 -90%
CA
2867
Cambridge Advisors
Nebraska
$1.09M +$6.01K +30 +0.6%
CSI
2868
Cross Staff Investments
New York
$1.09M
HC
2869
Hara Capital
Washington
$1.09M -$35.1K -175 -3%
RFS
2870
Richardson Financial Services
Massachusetts
$1.09M +$105K +522 +11%
SFC
2871
Swisher Financial Concepts
Ohio
$1.09M -$201K -1,031 -16%
TFA
2872
Tranquilli Financial Advisor
New Jersey
$1.08M +$25.6K +128 +2%
PC
2873
Port Capital
Illinois
$1.08M -$172K -858 -14%
EWA
2874
Evolution Wealth Advisors
Florida
$1.08M +$87.7K +438 +9%
DAM
2875
Derbend Asset Management
Georgia
$1.08M +$97.1K +485 +10%