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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 %
UAM
1276
Unison Asset Management
Florida
$8.25M -$67.1K -335 -0.8%
HH
1277
Hilltop Holdings
Texas
$8.24M -$742K -3,702 -8%
CWS
1278
Confluence Wealth Services
Pennsylvania
$8.24M +$221K +1,103 +3%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$8.22M +$90.9K +454 +1%
SAM
1280
Selway Asset Management
$8.22M -$16K -80 -0.2%
RC
1281
RBF Capital
California
$8.21M
FC
1282
Fusion Capital
South Carolina
$8.2M -$160K -799 -2%
CWM
1283
Chronos Wealth Management
Florida
$8.15M -$28.8K -144 -0.4%
JIP
1284
Jaffetilchin Investment Partners
Florida
$8.1M +$320K +1,597 +4%
AOWM
1285
Alpha Omega Wealth Management
Virginia
$8.09M -$362K -1,806 -4%
PPW
1286
Parcion Private Wealth
Washington
$8.08M -$221K -1,104 -3%
BA
1287
Bristlecone Advisors
Washington
$8.06M -$61.9K -309 -0.8%
HAI
1288
Hennessy Advisors Inc
California
$8.05M -$3.52M -17,550 -30%
HCM
1289
Hilton Capital Management
New York
$8.04M +$9.01K +45 +0.1%
LT
1290
Legacy Trust
Michigan
$8.03M +$718K +3,584 +10%
PP
1291
PDS Planning
Ohio
$8.02M +$377K +1,882 +5%
SCM
1292
Summerhill Capital Management
Ontario, Canada
$8.02M +$8.02M +40,037 New
QFA
1293
Quattro Financial Advisors
Texas
$8.01M +$8.01M +40,000 New
MP
1294
McDonald Partners
Ohio
$7.99M -$460K -2,297 -5%
OL
1295
Owen LaRue
Kentucky
$7.97M +$2.49M +12,434 +45%
HWM
1296
Hohimer Wealth Management
Washington
$7.96M +$246K +1,226 +3%
BB
1297
Berkshire Bank
Massachusetts
$7.96M -$417K -2,084 -5%
LFA
1298
Legacy Financial Advisors
Kentucky
$7.95M -$293K -1,463 -4%
VT
1299
Vise Technologies
New York
$7.94M +$2.12M +10,571 +36%
CNBTD
1300
Citizens National Bank Trust Department
Mississippi
$7.94M -$76.1K -380 -0.9%