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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 %
AT
2926
Avalon Trust
New Mexico
$1.01M +$127K +634 +14%
DA
2927
Drake & Associates
Wisconsin
$1.01M -$49.9K -249 -5%
KL
2928
KilterHowling LLC
Colorado
$1.01M +$123K +614 +14%
AI
2929
AXS Investments
New York
$1.01M +$65.5K +327 +7%
FPGK
2930
Financial Partners Group (Kansas)
Kansas
$1.01M +$63.1K +315 +7%
EFA
2931
Evernest Financial Advisors
Indiana
$1.01M +$112K +605 +13%
HWM
2932
Horizon Wealth Management
Illinois
$1.01M +$34.6K +173 +4%
IIM
2933
InTrack Investment Management
Vermont
$1M -$149K -745 -13%
LA
2934
Latitude Advisors
Florida
$1M +$72.3K +361 +8%
JC
2935
JBF Capital
Colorado
$1M
ACM
2936
AUA Capital Management
Pennsylvania
$1M +$2.2K +11 +0.2%
BWM
2937
Baron Wealth Management
Michigan
$1M +$143K +714 +17%
IDBONY
2938
Israel Discount Bank of New York
New York
$1M -$628K -3,133 -39%
MHR
2939
Matthew Hamilton Rosenberg
$1,000K +$2.19K +11 +0.2%
AWMG
2940
Alliance Wealth Management Group
New Jersey
$1,000K
LRIA
2941
Leonard Rickey Investment Advisors
Washington
$999K +$36.7K +183 +4%
CAWM
2942
Capital Advisors Wealth Management
Washington
$998K +$48.9K +244 +5%
PWM
2943
Proathlete Wealth Management
Florida
$994K -$26.2K -131 -3%
WC
2944
Westhampton Capital
North Carolina
$993K
KCM
2945
Kathmere Capital Management
Pennsylvania
$992K -$26.4K -132 -3%
BIMC
2946
Benson Investment Management Company
Virginia
$991K
TCOTS
2947
Trust Company of the South
North Carolina
$991K +$10.6K +53 +1%
NRI
2948
NFP Retirement Inc
California
$989K +$85.5K +427 +9%
EI
2949
Ellevest Inc
New York
$988K +$288K +1,440 +41%
SPWG
2950
Sage Private Wealth Group
Illinois
$988K +$170K +850 +21%