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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 %
BFAG
3901
Blackston Financial Advisory Group
Florida
$218K -$255K -1,272 -54%
ORI
3902
Oak Ridge Investments
Illinois
$218K -$95.9K -479 -31%
RIG
3903
Renaissance Investment Group
Massachusetts
$217K -$54.1K -270 -20%
FNWA
3904
Financial Network Wealth Advisors
Utah
$217K +$217K +1,084 New
SWA
3905
Strata Wealth Advisors
Texas
$217K -$19.2K -96 -8%
EW
3906
Enzi Wealth
Texas
$216K +$216K +1,183 New
CC
3907
Capstone Capital
Nevada
$216K +$216K +1,080 New
BAMG
3908
Brand Asset Management Group
Missouri
$216K +$216K +1,080 New
BMCM
3909
Burns Matteson Capital Management
New York
$216K +$216K +1,078 New
LPP
3910
Life Planning Partners
Florida
$216K +$2K +10 +0.9%
PWM
3911
Penobscot Wealth Management
Maine
$215K +$215K +1,072 New
AC
3912
Annandale Capital
Texas
$215K +$215K +1,075 New
TCM
3913
Tradewinds Capital Management
Washington
$214K -$601 -3 -0.3%
EP
3914
EPIQ Partners
Minnesota
$214K +$214K +1,068 New
TPCM
3915
Templeton & Phillips Capital Management
Tennessee
$213K +$213K +1,065 New
GA
3916
Greenspring Advisors
Maryland
$213K +$213K +1,065 New
CWMGP
3917
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$213K +1,065 New
SAM
3918
Satovsky Asset Management
New York
$213K -$7.74K -42 -4%
CPP
3919
Capasso Planning Partners
South Carolina
$213K +$213K +1,064 New
PA
3920
Parkside Advisors
California
$213K +$213K +1,064 New
LSC
3921
Lesa Sroufe & Co
Washington
$213K +$213K +1,061 New
IWP
3922
Innova Wealth Partners
Pennsylvania
$212K +$212K +1,060 New
CWA
3923
Capital Wealth Alliance
Arizona
$212K +$212K +1,059 New
MFA
3924
McClarren Financial Advisors
Pennsylvania
$212K +$802 +4 +0.4%
OR
3925
Olympiad Research
Connecticut
$212K +$212K +1,057 New