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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 %
PAG
3326
Paladin Advisory Group
Iowa
$557K -$24.1K -121 -4%
LA
3327
Lane & Associates
New Jersey
$556K +$15K +75 +3%
TC
3328
Trilogy Capital
California
$556K -$2.6K -13 -0.5%
PI
3329
Parkside Investments
Illinois
$556K +$2K +10 +0.4%
GSIS
3330
Global Strategic Investment Solutions
Arizona
$554K +$117K +583 +27%
MAP
3331
Moody Aldrich Partners
Massachusetts
$553K -$13K -65 -2%
FFL
3332
Financial Freedom LLC
Ohio
$551K +$1.2K +6 +0.2%
IPW
3333
Intergy Private Wealth
Colorado
$550K -$6.41K -32 -1%
CAM
3334
Claret Asset Management
Quebec, Canada
$549K +$40.8K +204 +8%
BDFN
3335
Bond & Devick Financial Network
Minnesota
$548K -$33.7K -168 -6%
AR
3336
Apeiron RIA
Texas
$548K +$3.81K +19 +0.7%
SC
3337
Schoolcraft Capital
Colorado
$547K -$27.2K -136 -5%
RC
3338
Reik & Co
New York
$547K
AFP
3339
Alpha Financial Partners
Kentucky
$547K +$17.4K +87 +3%
VF
3340
Vawter Financial
Ohio
$545K -$24.2K -121 -4%
SIAG
3341
Safeguard Investment Advisory Group
California
$543K -$38.8K -194 -7%
PGWM
3342
Pitti Group Wealth Management
New York
$543K -$11.7K -60 -2%
IP
3343
Isthmus Partners
Wisconsin
$542K -$65.3K -326 -11%
T
3344
TCWP
Ohio
$542K
JWM
3345
Janiczek Wealth Management
Colorado
$541K +$47.3K +236 +10%
FAFN
3346
First Affirmative Financial Network
Colorado
$540K +$20K +100 +4%
APM
3347
Advanced Portfolio Management
New York
$538K +$538K +2,688 New
ML
3348
Mayport LLC
Massachusetts
$537K +$21K +105 +4%
MECA
3349
Miller Equity Capital Advisors
Texas
$536K
VIM
3350
VELA Investment Management
Ohio
$536K -$200K -1,000 -27%