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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 %
LL
3101
LWMG LLC
Minnesota
$800K -$25.8K -129 -3%
KWM
3102
Kaydan Wealth Management
Michigan
$800K +$1.6K +8 +0.2%
HG
3103
Harbor Group
New Hampshire
$799K -$2K -10 -0.3%
SPWG
3104
Syntegra Private Wealth Group
Missouri
$798K +$99.2K +495 +14%
VFPW
3105
Vantage Financial Partners (Wisconsin)
Wisconsin
$798K +$798K +3,986 New
SAG
3106
Spotlight Asset Group
Illinois
$797K +$189K +944 +31%
IWA
3107
IVC Wealth Advisors
Pennsylvania
$791K -$1.4K -7 -0.2%
LWM
3108
Laidlaw Wealth Management
New York
$791K -$2.3M -11,473 -74%
TSS
3109
Thomas Story & Son
Indiana
$789K
GG
3110
GenWealth Group
New Jersey
$786K +$4.81K +24 +0.6%
CAM
3111
Concorde Asset Management
Michigan
$786K +$131K +653 +20%
AOI
3112
Auto-Owners Insurance
Michigan
$784K
EIM
3113
Essex Investment Management
Massachusetts
$784K -$53.1K -265 -6%
SAM
3114
S.A. Mason
Michigan
$783K +$28.8K +144 +4%
MRWM
3115
ML&R Wealth Management
Texas
$782K +$8.61K +43 +1%
ONST
3116
Old North State Trust
North Carolina
$781K +$781K +3,900 New
GSIAS
3117
Garden State Investment Advisory Services
New Jersey
$781K -$16.4K -82 -2%
HWM
3118
Howard Wealth Management
Connecticut
$781K +$83.1K +415 +12%
GAA
3119
Global Assets Advisory
Florida
$779K +$779K +154,974 New
WAM
3120
WNY Asset Management
New York
$773K +$44.5K +222 +6%
TWP
3121
Triad Wealth Partners
Kansas
$772K +$772K +3,852 New
HWM
3122
Hassell Wealth Management
Louisiana
$771K +$47.7K +248 +7%
TIM
3123
Total Investment Management
Arizona
$769K +$30.2K +151 +4%
TFGT
3124
TS Financial Group (TSFG)
Illinois
$766K +$34.5K +172 +5%
RA
3125
Ruggaard & Associates
Ohio
$765K +$18K +90 +2%