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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 %
LCM
3126
LCM Capital Management
Illinois
$763K +$200 +1 +0%
OAM
3127
Oberweis Asset Management
Illinois
$762K +$401 +2 +0.1%
NA
3128
Nottingham Advisors
New York
$761K -$96.5K -482 -11%
SPI
3129
Santori & Peters Inc
Pennsylvania
$761K +$2.2K +11 +0.3%
HI
3130
Humankind Investments
New York
$758K -$58.7K -293 -7%
NG
3131
Northstar Group
New York
$758K +$66.7K +333 +10%
AAM
3132
Ascension Asset Management
New York
$757K +$757K +3,780 New
IAG
3133
Investment Advisory Group
Massachusetts
$757K +$19.4K +97 +3%
SWP
3134
Semus Wealth Partners
Florida
$757K +$801 +4 +0.1%
THL
3135
Tillman Hartley LLC
Colorado
$757K
WAM
3136
WealthTrust Asset Management
Florida
$756K -$436K -2,175 -37%
CCA
3137
Cottonwood Capital Advisors
Utah
$751K -$30.7K -168 -4%
MWM
3138
Maltin Wealth Management
New Jersey
$751K +$9.41K +47 +1%
QPW
3139
Quantum Private Wealth
Florida
$747K +$15.2K +76 +2%
PGA
3140
Portland Global Advisors
Maine
$746K -$64.5K -322 -8%
AFG
3141
Arkansas Financial Group
Arkansas
$746K -$33.7K -168 -4%
CFO
3142
Collective Family Office
Pennsylvania
$744K +$65.5K +327 +10%
MF
3143
Meridian Financial
Massachusetts
$743K
HC
3144
Hourglass Capital
Texas
$743K +$19.4K +97 +3%
SWM
3145
Silverlake Wealth Management
Vermont
$742K +$33.5K +167 +5%
DPI
3146
Diversified Portfolios Inc
Michigan
$741K +$4.01K +20 +0.5%
FNC
3147
First National Corp
Massachusetts
$741K
RW
3148
Rede Wealth
Virginia
$740K +$23.8K +119 +3%
BAG
3149
Bridgewealth Advisory Group
California
$739K -$81.3K -406 -10%
M1FG
3150
Mach-1 Financial Group
Arkansas
$739K -$4.87M -24,317 -87%