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JPMorgan Chase

4,076 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, 1,846 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,076
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.09%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.34%
New
249
Increased
1,607
Reduced
1,846
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
CFM
3926
Comprehensive Financial Management
California
$211K +$211K +1,053 New
RRCM
3927
Rappaport Reiches Capital Management
Illinois
$211K +$211K +1,053 New
EE
3928
EWG Elevate
California
$211K +$211K +1,051 New
IW
3929
Instrumental Wealth
Florida
$210K +$210K +1,054 New
HWA
3930
Hilltop Wealth Advisors
North Carolina
$210K +$210K +1,048 New
2L
3931
25 LLC
Missouri
$210K +$210K +1,047 New
NOI
3932
Newton One Investments
Delaware
$210K +$1.2K +6 +0.6%
OCFG
3933
O'Connor Financial Group
Illinois
$209K +$209K +1,042 New
SF
3934
SWP Financial
California
$209K +$209K +1,042 New
DP
3935
DDD Partners
Washington
$208K +$208K +1,040 New
OBWP
3936
O'Brien Wealth Partners
Massachusetts
$208K -$25.4K -127 -11%
PAG
3937
Private Advisory Group
Washington
$208K +$208K +1,038 New
DCM
3938
DGS Capital Management
New Jersey
$208K +$208K +1,038 New
RWG
3939
Ratio Wealth Group
Colorado
$205K +$205K +1,025 New
FIM
3940
Fernwood Investment Management
Massachusetts
$205K +$205K +1,021 New
CCAL
3941
City Center Advisors LLC
Michigan
$204K +$204K +1,019 New
IWP
3942
IAG Wealth Partners
Wisconsin
$203K -$3.01K -15 -1%
CAM
3943
Clark Asset Management
New Hampshire
$203K +$203K +1,013 New
MA
3944
MAS Advisors
Florida
$203K +$203K +1,011 New
SFO
3945
Standard Family Office
South Dakota
$203K +$203K +1,011 New
PTCG
3946
Pring Turner Capital Group
California
$202K +$202K +1,008 New
LC
3947
Lavaca Capital
Texas
$202K +$202K +1,007 New
LFA
3948
Legend Financial Advisors
Pennsylvania
$202K +$3.61K +18 +2%
PP
3949
PrairieView Partners
Minnesota
$201K
TWM
3950
Triton Wealth Management
Arizona
$200K +$200K +1,047 New