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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 %
CAG
3726
Curtis Advisory Group
California
$300K
MWM
3727
Maripau Wealth Management
Indiana
$300K -$22.6K -113 -7%
LFASL
3728
Lugano Financial Advisors SA (LFA)
Switzerland
$298K
FWM
3729
FFT Wealth Management
Pennsylvania
$298K +$11.4K +57 +4%
SWM
3730
Seed Wealth Management
Illinois
$298K
FIC
3731
Family Investment Center
Missouri
$297K
UC
3732
Unio Capital
New Jersey
$296K -$34.1K -170 -10%
HF
3733
Halpern Financial
Virginia
$295K
CFGA
3734
Cambridge Financial Group (Arizona)
Arizona
$294K -$61.7K -308 -17%
AL
3735
ACAS LLC
California
$293K -$2.4K -12 -0.8%
ES
3736
ETF Store
Kansas
$293K +$49.5K +247 +20%
AA
3737
AlphaMark Advisors
Kentucky
$293K
GCP
3738
Gill Capital Partners
Colorado
$293K
WA
3739
Wealthstar Advisors
Texas
$292K +$292K +1,460 New
OA
3740
Oceanside Advisors
South Carolina
$292K +$292K +1,460 New
BWG
3741
Balanced Wealth Group
Ohio
$291K +$2.37K +12 +0.8%
LIG
3742
Lokken Investment Group
Delaware
$291K -$2.2K -11 -0.8%
BCM
3743
Basso Capital Management
Connecticut
$291K
RFP
3744
Root Financial Partners
California
$291K +$291K +1,450 New
SBCM
3745
Silverberg Bernstein Capital Management
New York
$290K
KFS
3746
Kelly Financial Services
Massachusetts
$290K +$1.2K +6 +0.4%
AWM
3747
Abound Wealth Management
Tennessee
$290K +$36.9K +184 +15%
DB
3748
Dravo Bay
Delaware
$290K -$12.4K -62 -4%
NEPPG
3749
New England Professional Planning Group
Rhode Island
$289K -$1.4K -7 -0.5%
BIP
3750
Blue Investment Partners
California
$289K +$17K +85 +6%