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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 %
AWM
2901
Aviso Wealth Management
Washington
$1.06M -$15K -75 -1%
OFS
2902
Oldfather Financial Services
Nebraska
$1.05M -$103K -515 -9%
LI
2903
LVZ Inc
Michigan
$1.05M +$6.01K +30 +0.6%
SIG
2904
Spinnaker Investment Group
California
$1.05M -$260K -1,299 -20%
HP
2905
Hilltop Partners
Indiana
$1.05M +$73.7K +368 +8%
SEIA
2906
Signature Estate & Investment Advisors
California
$1.05M -$50.3K -251 -5%
CAM
2907
Councilmark Asset Management
Tennessee
$1.05M +$1.05M +5,242 New
PA
2908
PFW Advisors
Georgia
$1.05M +$11K +55 +1%
WH
2909
Willner & Heller
California
$1.05M -$5.61K -28 -0.5%
HS
2910
Horan Securities
United States
$1.05M -$2.6K -13 -0.2%
PFT
2911
Providence First Trust
Arizona
$1.04M -$105K -525 -9%
OPW
2912
Oxler Private Wealth
New York
$1.04M +$5.61K +28 +0.5%
VWM
2913
Vivid Wealth Management
Iowa
$1.04M -$34.1K -170 -3%
NC
2914
Napatree Capital
Rhode Island
$1.04M +$23K +120 +2%
IPAM
2915
Investment Partners Asset Management
New Jersey
$1.04M +$8.21K +41 +0.8%
CAM
2916
Campion Asset Management
Virginia
$1.04M +$3.61K +18 +0.3%
SFG
2917
Sovereign Financial Group
Connecticut
$1.03M +$82.7K +413 +9%
BAM
2918
BOS Asset Management
Illinois
$1.03M +$1.4K +7 +0.1%
HA
2919
Hofer & Associates
California
$1.03M +$21.8K +109 +2%
WRPWM
2920
Werba Rubin Papier Wealth Management
California
$1.03M -$124K -620 -11%
EBSAM
2921
Eubel Brady & Suttman Asset Management
Ohio
$1.03M -$152K -761 -13%
CWM
2922
Centurion Wealth Management
Virginia
$1.03M +$67.5K +337 +7%
BA
2923
Bluesphere Advisors
Pennsylvania
$1.03M
RRA
2924
Round Rock Advisors
Connecticut
$1.03M -$763K -3,807 -43%
HAM
2925
Hedges Asset Management
Nevada
$1.02M