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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 %
SAM
1176
Socorro Asset Management
Texas
$9.48M -$1.81M -9,016 -16%
SC
1177
Schulhoff & Co
Ohio
$9.47M -$33.5K -167 -0.4%
QCG
1178
Quadrant Capital Group
Ohio
$9.46M +$39.9K +199 +0.4%
GWM
1179
Geneos Wealth Management
Colorado
$9.46M -$37.1K -185 -0.4%
DDC
1180
DF Dent & Co
Maryland
$9.4M +$4.26M +21,266 +83%
WAS
1181
Wealth Advisory Solutions
Indiana
$9.39M -$612K -3,056 -6%
DIA
1182
Dean Investment Associates
Ohio
$9.36M -$762K -3,806 -8%
RAM
1183
Redmond Asset Management
Virginia
$9.36M -$769K -3,837 -8%
MWA
1184
MN Wealth Advisors
Kansas
$9.34M +$2.26M +11,274 +32%
DLCIG
1185
D.L. Carlson Investment Group
New Hampshire
$9.34M -$209K -1,044 -2%
AAS
1186
Ameritas Advisory Services
Nebraska
$9.31M +$2.99M +15,309 +47%
WIM
1187
Wittenberg Investment Management
Massachusetts
$9.3M -$5.61K -28 -0.1%
EFG
1188
Embree Financial Group
Illinois
$9.28M -$360K -1,799 -4%
WAS
1189
WESPAC Advisors SoCal
California
$9.26M -$157K -785 -2%
SGA
1190
Strategic Global Advisors
California
$9.23M -$535K -2,670 -5%
LWCFA
1191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.23M -$56.8K -300 -0.6%
ACM
1192
Alpha Capital Management
Texas
$9.22M -$410K -2,045 -4%
OSNBOA
1193
Old Second National Bank of Aurora
Illinois
$9.21M -$334K -1,667 -3%
LSPW
1194
Lake Street Private Wealth
Illinois
$9.21M +$1.16M +5,779 +14%
WKWM
1195
Walter & Keenan Wealth Management
Indiana
$9.21M -$130K -649 -1%
HZ
1196
Hixon Zuercher
Ohio
$9.2M +$88.7K +443 +1%
SFP
1197
Shepherd Financial Partners
Massachusetts
$9.19M +$196K +979 +2%
SHA
1198
Seneca House Advisors
Virginia
$9.19M -$989K -4,940 -10%
P
1199
Pitcairn
Pennsylvania
$9.17M +$894K +4,464 +11%
PSP
1200
Principal Street Partners
Tennessee
$9.16M +$2.06M +10,333 +29%