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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 %
ACA
3251
Ackerman Capital Advisors
Texas
$626K +$28K +140 +5%
CFO
3252
Callan Family Office
Pennsylvania
$625K -$217K -1,081 -26%
AWA
3253
Arbor Wealth Advisors
Michigan
$624K
BWS
3254
Buck Wealth Strategies
Colorado
$623K -$8.79M -43,904 -93%
FFM
3255
Flagstone Financial Management
Nebraska
$622K -$34.7K -173 -5%
WF
3256
Whelan Financial
California
$621K +$82.1K +410 +15%
IF
3257
Integrity Financial
Wyoming
$620K +$95.1K +475 +18%
KWM
3258
Keating Wealth Management
Colorado
$620K
FAG
3259
Financial Advisory Group
Texas
$619K -$33.6K -168 -5%
IWA
3260
Inspirion Wealth Advisors
Illinois
$619K +$20K +100 +3%
LFA
3261
LGT Financial Advisors
Texas
$619K -$68.3K -341 -10%
GAM
3262
Gemmer Asset Management
California
$618K +$200 +1 +0%
CIA
3263
Compass Ion Advisors
Pennsylvania
$618K -$128K -640 -17%
TFP
3264
Triune Financial Partners
Kansas
$618K -$4.81K -24 -0.8%
MWA
3265
Motive Wealth Advisors
Michigan
$617K +$247K +1,231 +67%
Cohen & Steers
3266
Cohen & Steers
New York
$616K
WLG
3267
Williamson Legacy Group
Indiana
$616K +$616K +3,074 New
WFA
3268
WestHill Financial Advisors
California
$616K +$200 +1 +0%
RC
3269
Rovin Capital
Arizona
$615K
SAF
3270
Smith Anglin Financial
Texas
$615K +$77.9K +389 +15%
SFS
3271
Solitude Financial Services
Virginia
$614K +$121K +605 +25%
AAG
3272
Armstrong Advisory Group
Massachusetts
$612K
VCP
3273
Vista Capital Partners
Oregon
$611K -$162K -809 -21%
POIA
3274
Pin Oak Investment Advisors
Texas
$611K -$16.4K -82 -3%
CCMW
3275
Cypress Capital Management (Wyoming)
Wyoming
$611K