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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 %
AWM
1126
Avior Wealth Management
Nebraska
$10.2M +$2.32M +11,578 +29%
XF
1127
XML Financial
Maryland
$10.2M -$1.63M -8,132 -14%
WAP
1128
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$2.32M +11,572 +29%
BPC
1129
Banque Pictet & Cie
Switzerland
$10.2M +$1.69M +8,452 +20%
TFA
1130
Teamwork Financial Advisors
Texas
$10.2M +$9.68M +48,304 +1,984%
MFG
1131
Magnus Financial Group
New York
$10.2M +$946K +4,723 +10%
BCCM
1132
Bridge Creek Capital Management
Massachusetts
$10.1M -$117K -586 -1%
ANBT
1133
American National Bank & Trust
Texas
$10.1M -$158K -787 -2%
SP
1134
Stablepoint Partners
Massachusetts
$10.1M +$1.39M +6,958 +16%
MWM
1135
Marietta Wealth Management
Georgia
$10.1M -$251K -1,251 -2%
SIM
1136
Seaview Investment Managers
Florida
$10.1M +$155K +775 +2%
JPWM
1137
Jamison Private Wealth Management
Georgia
$10.1M +$194K +968 +2%
SAM
1138
Smithbridge Asset Management
Pennsylvania
$10.1M -$133K -665 -1%
FFG
1139
Frisch Financial Group
New York
$10.1M -$359K -1,790 -3%
DAC
1140
Dividend Assets Capital
South Carolina
$10M -$529K -2,642 -5%
MAS
1141
Meeder Advisory Services
Ohio
$9.98M +$417K +2,081 +4%
CAM
1142
Close Asset Management
United Kingdom
$9.98M +$840K +4,196 +9%
AMM
1143
American Money Management
California
$9.97M -$162K -811 -2%
DEA
1144
DoubleLine ETF Adviser
Florida
$9.95M +$254K +1,269 +3%
FHB
1145
First Hawaiian Bank
Hawaii
$9.94M -$614K -3,065 -6%
LTI
1146
Laffer Tengler Investments
Tennessee
$9.94M +$985K +4,917 +11%
CRI
1147
Commonwealth Retirement Investments
Virginia
$9.93M -$225K -1,121 -2%
AC
1148
AlphaCore Capital
California
$9.92M -$39.3K -196 -0.4%
ANBTV
1149
American National Bank & Trust (Virginia)
Virginia
$9.88M +$9.88M +49,333 New
SC
1150
Skylands Capital
Wisconsin
$9.88M -$1.43M -7,135 -13%