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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 %
WTFG
976
Wells Trecaso Financial Group
Ohio
$13.1M +$148K +741 +1%
BMM
977
Buffington Mohr McNeal
Idaho
$13M +$65.5K +327 +0.5%
BWM
978
Buckley Wealth Management
Nevada
$13M -$361K -1,801 -3%
NEAM
979
New England Asset Management
Connecticut
$12.9M -$143K -715 -1%
AAM
980
AR Asset Management
California
$12.9M -$200K -1,000 -2%
VFM
981
Viking Fund Management
North Dakota
$12.8M -$601K -3,000 -4%
LFAS
982
Level Four Advisory Services
Texas
$12.8M +$322K +1,893 +3%
TIM
983
Thompson Investment Management
Wisconsin
$12.8M -$2.4M -11,979 -16%
CIA
984
Concurrent Investment Advisors
Florida
$12.8M -$905K -4,519 -7%
MSS
985
Mitchell Sinkler & Starr
Pennsylvania
$12.8M -$1.78M -8,896 -12%
LOPW
986
Live Oak Private Wealth
North Carolina
$12.7M -$157K -786 -1%
FM
987
Foster & Motley
Ohio
$12.7M -$2.4K -12 -0%
VWA
988
Visionary Wealth Advisors
Illinois
$12.7M -$34.3K -171 -0.3%
LWANC
989
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.7M -$49.7K -248 -0.4%
RFM
990
Royal Fund Management
Florida
$12.6M +$672K +3,354 +6%
IPW
991
Invictus Private Wealth
Colorado
$12.6M -$176K -880 -1%
FA
992
Fagan Associates
New York
$12.6M +$119K +593 +1%
GRP
993
Global Retirement Partners
California
$12.6M +$138K +688 +1%
CL
994
Choreo LLC
Illinois
$12.6M -$1.07M -5,344 -8%
NAS
995
Nicolet Advisory Services
Wisconsin
$12.6M +$89.1K +452 +0.7%
MMA
996
Miracle Mile Advisors
California
$12.5M +$418K +2,086 +3%
PI
997
Pettee Investors
Connecticut
$12.5M -$1.51M -7,548 -11%
CCM
998
Carmel Capital Management
California
$12.5M +$85.1K +425 +0.7%
HBT
999
Hills Bank & Trust
Iowa
$12.5M -$118K -589 -0.9%
DWM
1000
Dorchester Wealth Management
Quebec, Canada
$12.5M -$304K -1,519 -2%