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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 %
LIM
3426
Lathrop Investment Management
Arkansas
$473K -$31.2K -156 -6%
AFG
3427
AFS Financial Group
Maryland
$473K -$2.64M -13,171 -85%
WFO
3428
Wealthgate Family Office
Colorado
$473K
HB
3429
Horizon Bancorp
Indiana
$472K +$13.2K +66 +3%
CFG
3430
Clayton Financial Group
Missouri
$472K +$472K +2,355 New
MFGM
3431
Marshall Financial Group (Maryland)
Maryland
$470K -$39.5K -197 -8%
FWMM
3432
Foundation Wealth Management (Missouri)
Missouri
$470K
NWA
3433
Navis Wealth Advisors
New York
$469K -$1.2K -6 -0.3%
PS
3434
Planned Solutions
California
$469K
PHWM
3435
Pine Harbor Wealth Management
Maryland
$469K +$4.01K +20 +0.9%
WBCM
3436
Wilson & Boucher Capital Management
California
$469K +$200 +1 +0%
EC
3437
EdgeRock Capital
Colorado
$468K +$23.4K +117 +5%
WW
3438
Westshore Wealth
California
$468K -$2.4K -12 -0.5%
TC
3439
Tacita Capital
Ontario, Canada
$467K
IAP
3440
Indie Asset Partners
Indiana
$467K -$9.41K -47 -2%
MGAM
3441
McGowan Group Asset Management
Texas
$462K -$9.82K -49 -2%
SSG
3442
Summit Securities Group
New York
$461K +$321K +1,600 +229%
CPRC
3443
Consolidated Portfolio Review Corp
New York
$461K -$1.44M -7,165 -76%
AWAU
3444
Alliance Wealth Advisors (Utah)
Utah
$460K -$106K -530 -19%
1WM
3445
1858 Wealth Management
Ohio
$457K
AIA
3446
Arbor Investment Advisors
North Carolina
$457K +$41.5K +207 +10%
CMBA
3447
C.M. Bidwell & Associates
Hawaii
$455K -$6.61K -33 -1%
SNBOSCI
3448
Security National Bank of Sioux City Iowa
Iowa
$455K
ITFISA
3449
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$455K -$17.5K -91 -4%
APS
3450
American Planning Services
Florida
$455K +$40.1K +200 +10%