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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 %
BAM
2876
Bellevue Asset Management
Washington
$1.08M -$11.4K -57 -1%
LAS
2877
LWM Advisory Services
Florida
$1.08M -$15.8K -79 -1%
GDP
2878
Great Diamond Partners
Maine
$1.08M -$12.4K -62 -1%
GWP
2879
Gateway Wealth Partners
Wisconsin
$1.08M +$8.01K +40 +0.8%
WB
2880
West Bancorporation
Iowa
$1.08M -$134K -668 -11%
CMTU
2881
Capital Markets Trading (UK)
United Kingdom
$1.08M -$539K -2,693 -33%
JCIA
2882
Jackson Creek Investment Advisors
Colorado
$1.08M -$33K -165 -3%
MIC
2883
Meridian Investment Counsel
California
$1.07M -$4.01K -20 -0.4%
HSG
2884
Helen Stephens Group
Texas
$1.07M -$18.6K -93 -2%
MWPCG
2885
Measured Wealth Private Client Group
New Hampshire
$1.07M +$32.2K +161 +3%
IHL
2886
Investment House LLC
California
$1.07M -$3.05M -15,245 -74%
DOA
2887
D'Orazio & Associates
Virginia
$1.07M +$122K +610 +13%
SFG
2888
Sunburst Financial Group
Alabama
$1.07M +$10.3K +52 +1%
OLA
2889
Oliver Luxxe Assets
New Jersey
$1.07M -$60.5K -302 -5%
GSAM
2890
Grant Street Asset Management
Pennsylvania
$1.07M -$20.4K -102 -2%
SWP
2891
Summit Wealth Partners
Florida
$1.07M +$200 +1 +0%
NFP
2892
Narus Financial Partners
Utah
$1.06M +$4.01K +20 +0.4%
OFW
2893
Omnia Family Wealth
Florida
$1.06M +$85.9K +429 +9%
JWA
2894
JFS Wealth Advisors
Pennsylvania
$1.06M -$60.7K -303 -5%
RG
2895
Renaissance Group
Kentucky
$1.06M -$23.8K -119 -2%
CF
2896
Copperwynd Financial
Arizona
$1.06M -$16.8K -84 -2%
GL
2897
Gerber LLC
Ohio
$1.06M +$62.7K +313 +6%
RFA
2898
ROI Financial Advisors
Oregon
$1.06M -$29.6K -148 -3%
RMCM
2899
Reynders McVeigh Capital Management
Massachusetts
$1.06M +$43.7K +218 +4%
SFG
2900
Seamount Financial Group
Colorado
$1.06M