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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 %
KAM
3176
KEB Asset Management
Illinois
$707K
OWM
3177
OneAscent Wealth Management
Alabama
$703K -$24.8K -124 -3%
AHL
3178
Abel Hall LLC
Louisiana
$703K +$35.9K +179 +5%
WAM
3179
Wallington Asset Management
Indiana
$702K -$6.01K -30 -0.8%
CIA
3180
Cascade Investment Advisors
Oregon
$700K -$4.01K -20 -0.6%
1W
3181
1776 Wealth
Georgia
$698K -$2.6K -13 -0.4%
ML
3182
McAdam LLC
Pennsylvania
$698K +$50.1K +250 +8%
CIS
3183
Custom Index Systems
New York
$689K +$216K +1,076 +46%
CMI
3184
Clare Market Investments
Texas
$687K +$70.7K +353 +11%
ACM
3185
Advance Capital Management
Michigan
$687K +$9.62K +48 +1%
SI
3186
Seeds Investor
New York
$687K -$14.4K -72 -2%
Walleye Trading
3187
Walleye Trading
New York
$686K +$686K +3,426 New
GA
3188
GSG Advisors
New Jersey
$686K -$27.8K -140 -4%
IFO
3189
Independent Family Office
New York
$685K
BWM
3190
Bulltick Wealth Management
Florida
$683K -$692K -3,454 -50%
HIA
3191
HTG Investment Advisors
Connecticut
$682K -$42.7K -213 -6%
PWM
3192
Prosperity Wealth Management
California
$679K +$157K +782 +30%
TA
3193
Tactive Advisors
Florida
$678K +$678K +3,386 New
BRA
3194
Bender Robert & Associates
California
$677K -$29K -145 -4%
GWM
3195
Glass Wealth Management
Texas
$677K +$677K +3,379 New
SFP
3196
Sweet Financial Partners
Minnesota
$676K -$251K -1,252 -27%
LFA
3197
Laraway Financial Advisors
Minnesota
$676K -$40.1K -200 -6%
FA
3198
Fountainhead AM
New Jersey
$675K +$25.2K +126 +4%
USWIA
3199
UP Strategic Wealth Investment Advisors
Pennsylvania
$675K
PPW
3200
Pasadena Private Wealth
California
$674K +$401 +2 +0.1%