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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 %
CIM
3801
Corbyn Investment Management
Maryland
$268K -$2.6K -13 -1%
CCA
3802
Cadent Capital Advisors
Oklahoma
$267K +$601 +3 +0.2%
FWM
3803
Fortress Wealth Management
California
$266K
GCM
3804
Gladius Capital Management
Illinois
$265K +$265K +1,324 New
SMF
3805
Sterling Manor Financial
New York
$264K +$264K +1,316 New
JPLA
3806
Joseph P. Lucia & Associates
New York
$262K +$7.61K +38 +3%
CFC
3807
Coyle Financial Counsel
Illinois
$262K +$14.6K +73 +6%
AFO
3808
Arrowroot Family Office
California
$262K -$6.21K -31 -2%
VBFP
3809
Valtinson Bruner Financial Planning
Minnesota
$262K +$200 +1 +0.1%
MHP
3810
Manatuck Hill Partners
Connecticut
$261K +$261K +1,305 New
GRA
3811
Golden Road Advisors
Florida
$261K -$11K -55 -4%
NCM
3812
Northwest Capital Management
Oregon
$261K
EP
3813
Essential Planning
New Hampshire
$261K
MFS
3814
Madrona Financial Services
Washington
$261K +$261K +1,301 New
PCC
3815
Park Circle Company
Maryland
$260K -$1.1M -5,500 -81%
CCA
3816
Clearwater Capital Advisors
Illinois
$260K -$16.4K -82 -6%
D
3817
Dentgroup
Louisiana
$260K +$1.4K +7 +0.5%
TI
3818
Truepoint Inc
Ohio
$259K -$639K -3,191 -71%
AP
3819
Aspect Partners
Virginia
$259K -$8.21K -41 -3%
A
3820
AJOVista
Massachusetts
$259K
EC
3821
Eaton-Cambridge
Arizona
$258K -$5.41K -27 -2%
AIIMS
3822
Analyst IMS Investment Management Services
Israel
$258K +$258K +1,289 New
FWS
3823
FinDec Wealth Services
California
$258K +$6.41K +32 +3%
BCM
3824
BlueCrest Capital Management
Jersey
$257K -$2.62M -13,063 -91%
TFG
3825
Tilson Financial Group
New Jersey
$257K -$5.4K -27 -2%