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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 %
RFN
3851
Redwood Financial Network
Ohio
$241K -$17K -85 -7%
EL
3852
Envoi LLC
Minnesota
$241K +$241K +1,201 New
PWA
3853
Physician Wealth Advisors
Utah
$240K +$240K +1,326 New
VR
3854
Valued Retirements
Texas
$240K
SWP
3855
Significant Wealth Partners
Illinois
$240K -$45.7K -228 -16%
SW
3856
SMART Wealth
Nebraska
$239K
BA
3857
BCM Advisors
Louisiana
$238K +$238K +1,235 New
MWA
3858
Muirfield Wealth Advisors
North Carolina
$238K +$238K +1,188 New
SPA
3859
Sentinel Pension Advisors
Massachusetts
$237K +$200 +1 +0.1%
ICM
3860
Intrepid Capital Management
Florida
$236K
OWA
3861
Outlook Wealth Advisors
Texas
$236K +$236K +1,178 New
OAJ
3862
Ogorek Anthony Joseph
New York
$235K
RWA
3863
Rooted Wealth Advisors
Illinois
$235K +$235K +1,180 New
W
3864
WorthPointe
California
$235K -$174K -868 -43%
QIM
3865
Quest Investment Management
Oregon
$234K +$234K +1,170 New
CIAS
3866
CBIZ Investment Advisory Services
Ohio
$234K +$234K +1,169 New
CWM
3867
CCG Wealth Management
California
$234K +$234K +1,167 New
AAM
3868
Auxier Asset Management
Oregon
$233K +$233K +1,163 New
FI
3869
FWG Investments
Kentucky
$233K +$233K +1,162 New
AC
3870
AIFG Consultants
New York
$232K +$232K +1,160 New
ARG
3871
Advisory Resource Group
Oklahoma
$232K +$232K +1,157 New
LFP
3872
Leeward Financial Partners
Washington
$232K +$232K +1,156 New
GWA
3873
Geometric Wealth Advisors
District of Columbia
$231K +$231K +1,153 New
ETS
3874
ESL Trust Services
New York
$230K +$230K +1,150 New
PHM
3875
Prospect Hill Management
New Jersey
$230K +$230K +1,150 New