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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 %
DA
1401
DCM Advisors
New York
$6.82M -$1.93M -9,640 -22%
SSW
1402
Stone Summit Wealth
Florida
$6.82M -$319K -1,591 -4%
ACM
1403
Argyle Capital Management
Pennsylvania
$6.8M -$280K -1,400 -4%
ACM
1404
Aquatic Capital Management
Illinois
$6.79M -$43.6M -217,900 -87%
IW
1405
Imprint Wealth
South Carolina
$6.79M +$4.3M +21,596 +172%
ALC
1406
Alexander Labrunerie & Co
Missouri
$6.75M +$6.75M +33,713 New
RWA
1407
Roberts Wealth Advisors
California
$6.75M -$26.9K -147 -0.4%
JFGIW
1408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.75M -$117K -586 -2%
NAM
1409
NTV Asset Management
West Virginia
$6.75M +$83.1K +415 +1%
CBB
1410
Citizens Business Bank
California
$6.73M -$109K -545 -2%
PG
1411
Patten Group
Tennessee
$6.72M +$22K +110 +0.3%
EI
1412
Ethic Inc
New York
$6.71M +$257K +1,283 +4%
GC
1413
Globeflex Capital
California
$6.69M
DPIM
1414
Duff & Phelps Investment Management
Illinois
$6.68M +$227K +1,134 +4%
MMPW
1415
Mitchell McLeod Pugh & Williams
Alabama
$6.68M -$3.61K -18 -0.1%
SPS
1416
Susquehanna Portfolio Strategies
Pennsylvania
$6.67M -$54.3M -271,309 -89%
FLI
1417
Family Legacy Inc
South Carolina
$6.67M -$135K -674 -2%
AMI
1418
Amica Mutual Insurance
Rhode Island
$6.64M -$3.07M -15,329 -32%
CWA
1419
Clarity Wealth Advisors
California
$6.63M +$68.5K +342 +1%
AWA
1420
Arete Wealth Advisors
Illinois
$6.62M -$355K -1,774 -5%
CF
1421
Centaurus Financial
California
$6.62M +$392K +1,956 +6%
WWA
1422
WCG Wealth Advisors
Nevada
$6.62M -$1.78M -8,885 -21%
1WM
1423
1900 Wealth Management
Texas
$6.61M -$388K -1,937 -6%
OWP
1424
Obermeyer Wealth Partners
Colorado
$6.6M +$2.81M +14,015 +74%
SFA
1425
Semmax Financial Advisors
North Carolina
$6.6M -$1.32M -6,635 -17%