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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 %
VA
3501
Verdad Advisers
Massachusetts
$421K +$421K +2,103 New
IA
3502
Inspire Advisors
Idaho
$421K +$10.8K +54 +3%
CCC
3503
Chelsea Counsel Company
California
$419K +$14.6K +73 +4%
HCM
3504
Hutchinson Capital Management
California
$419K -$23.2K -116 -5%
SIMC
3505
Squire Investment Management Company
Utah
$418K -$5.61K -28 -1%
SFC
3506
Sprinkle Financial Consultants
Colorado
$418K +$601 +3 +0.1%
RCM
3507
Requisite Capital Management
Texas
$417K
4WM
3508
49 Wealth Management
Texas
$417K +$417K +2,094 New
WAM
3509
Worth Asset Management
Texas
$416K +$93.7K +468 +29%
PCM
3510
Presidio Capital Management
California
$416K +$416K +2,079 New
MA
3511
Mezzasalma Advisors
New Jersey
$416K -$2K -10 -0.5%
FDS
3512
Freedom Day Solutions
Texas
$416K -$17.6K -88 -4%
CWM
3513
CarsonAllaria Wealth Management
Illinois
$415K -$98.4K -491 -19%
CWM
3514
Campbell Wealth Management
Virginia
$415K +$28.1K +140 +7%
SC
3515
Sykon Capital
New York
$415K
CWM
3516
Cedar Wealth Management
California
$414K +$100K +500 +32%
CCA
3517
Conestoga Capital Advisors
Pennsylvania
$414K
RHJA
3518
Rice Hall James & Associates
California
$412K
SA
3519
Skyline Advisors
Washington
$412K +$200 +1 +0%
TCM
3520
Triumph Capital Management
Colorado
$411K -$324K -1,627 -44%
RA
3521
Riversedge Advisors
Delaware
$411K +$14K +70 +4%
VFP
3522
Verus Financial Partners
Virginia
$411K +$200 +1 +0%
ONSWM
3523
Old North State Wealth Management
North Carolina
$410K +$42.1K +210 +11%
FF
3524
Francis Financial
$409K -$68.9K -344 -14%
TBWA
3525
Three Bridge Wealth Advisors
California
$409K