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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 %
CWM
3226
Cahaba Wealth Management
Georgia
$648K -$8.81K -44 -1%
DAM
3227
Deltec Asset Management
New York
$646K
CAGAS
3228
Capital Advisory Group Advisory Services
Minnesota
$646K +$319K +1,594 +98%
WFM
3229
Wolff Financial Management
Michigan
$643K
VWM
3230
VCI Wealth Management
Missouri
$642K +$164K +821 +34%
JLBC
3231
J.L. Bainbridge & Co
Florida
$641K
CCIA
3232
Campbell & Co Investment Adviser
Maryland
$640K -$3.16M -15,777 -83%
RA
3233
Rise Advisors
New York
$640K +$289K +1,445 +83%
I2I
3234
Insight 2811 Inc
Illinois
$638K +$2.6K +13 +0.4%
RSWA
3235
Robinson Smith Wealth Advisors
Maine
$636K -$176K -881 -22%
LAM
3236
Lakewood Asset Management
Illinois
$635K +$232K +1,159 +58%
BBA
3237
Braun-Bostich & Associates
Pennsylvania
$634K +$41.7K +208 +7%
IGGA
3238
Iron Gate Global Advisors
Utah
$634K +$13.2K +66 +2%
MAG
3239
Mayfair Advisory Group
Alabama
$634K +$33.6K +168 +6%
ACC
3240
Acorn Creek Capital
Colorado
$632K -$3.81K -19 -0.6%
CW
3241
Cook Wealth
North Carolina
$632K -$383 -2 -0.1%
DCBT
3242
Dakota Community Bank & Trust
North Dakota
$632K -$37.9K -189 -6%
FCT
3243
First Community Trust
Iowa
$631K
KA
3244
Keene & Associates
Texas
$630K -$9.61K -48 -2%
CWA
3245
Consilio Wealth Advisors
Washington
$630K +$38.7K +193 +7%
WWM
3246
Waterway Wealth Management
Texas
$630K +$28.8K +144 +5%
CTWM
3247
Cherry Tree Wealth Management
Minnesota
$629K +$4.01K +20 +0.6%
AWM
3248
Atticus Wealth Management
Florida
$629K +$140K +698 +29%
SL
3249
Summitry LLC
California
$628K +$74.5K +372 +13%
MSWMA
3250
Market Street Wealth Management Advisors
Indiana
$627K +$1.2K +6 +0.2%