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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 %
NMM
3776
Naples Money Management
Florida
$277K -$2.7M -13,500 -91%
BPCA
3777
Bank Pictet & Cie (Asia)
Singapore
$276K
QCIG
3778
Quad-Cities Investment Group
Iowa
$276K -$21.2K -106 -7%
WLIM
3779
White Lighthouse Investment Management
Massachusetts
$276K
MBI
3780
May Barnhard Investments
Maryland
$275K -$246K -1,227 -47%
AWM
3781
Avondale Wealth Management
Texas
$275K -$50.1K -250 -15%
SF
3782
Safeguard Financial
Wisconsin
$275K -$155K -772 -36%
VAF
3783
Values Added Financial
District of Columbia
$275K
AAS
3784
Asset Allocation Strategies
Michigan
$274K +$10.6K +53 +4%
FCC
3785
Flower City Capital
New York
$273K -$18.6K -93 -6%
KFP
3786
Keystone Financial Planning
Ohio
$273K -$200 -1 -0.1%
ACA
3787
Ascension Capital Advisors
Texas
$273K
RP
3788
Riverwater Partners
Wisconsin
$273K +$273K +1,362 New
BBNB
3789
Baker Boyer National Bank
Washington
$272K +$30K +150 +12%
AWC
3790
Adamsbrown Wealth Consultants
Kansas
$272K +$10.4K +52 +4%
WPWM
3791
Western Pacific Wealth Management
Illinois
$272K +$200 +1 +0.1%
HA
3792
Hanover Advisors
South Carolina
$271K +$32.6K +163 +14%
KL
3793
KWMG LLC
Kansas
$271K -$11.8K -59 -4%
KCM
3794
Kennedy Capital Management
Missouri
$271K +$801 +4 +0.3%
HIF
3795
Hill Island Financial
Michigan
$271K -$74.5K -372 -22%
CAM
3796
Creekmur Asset Management
Illinois
$270K +$32.2K +161 +14%
CWA
3797
Cascade Wealth Advisors
Washington
$268K +$268K +1,468 New
LAM
3798
Lifestyle Asset Management
Texas
$268K -$53.1K -265 -17%
EI
3799
EDMP Inc
Florida
$268K +$7.21K +36 +3%
SPW
3800
Sonoma Private Wealth
California
$268K -$52.9K -264 -17%