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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 %
BBWA
1426
Bell & Brown Wealth Advisors
California
$6.6M -$148K -741 -2%
PAM
1427
Paradigm Asset Management
New York
$6.59M -$80.1K -400 -1%
MNBTD
1428
Moody National Bank Trust Division
Texas
$6.59M -$66.1K -330 -1%
LAM
1429
L2 Asset Management
Massachusetts
$6.59M +$255K +1,274 +4%
AIM
1430
AHL Investment Management
Florida
$6.57M -$10K -50 -0.2%
CNFG
1431
Creegan & Nassoura Financial Group
New Hampshire
$6.56M -$75.1K -375 -1%
UWM
1432
Udine Wealth Management
Florida
$6.54M -$1.2M -6,003 -16%
FC
1433
Forte Capital
New York
$6.52M -$691K -3,448 -10%
SP
1434
Stonebrook Private
Michigan
$6.52M +$431K +2,152 +7%
NF
1435
Nikulski Financial
Iowa
$6.5M +$200 +1 +0%
IC
1436
Inscription Capital
Texas
$6.47M +$4.08M +20,377 +171%
FWP
1437
FAS Wealth Partners
Kansas
$6.46M +$113K +562 +2%
IA
1438
IFG Advisory
Georgia
$6.46M +$49.1K +245 +0.8%
GP
1439
Greenline Partners
New York
$6.45M -$77.3K -386 -1%
CAG
1440
Csenge Advisory Group
Florida
$6.45M +$9.01K +45 +0.1%
FMB
1441
Field & Main Bank
Kentucky
$6.44M -$10.4K -52 -0.2%
GCIM
1442
Gunn & Company Investment Management
Florida
$6.42M -$70.9M -354,185 -92%
PAM
1443
Pegasus Asset Management
New York
$6.4M +$39.7K +198 +0.6%
EWA
1444
Exencial Wealth Advisors
Oklahoma
$6.4M +$440K +2,199 +7%
EGA
1445
E&G Advisors
Texas
$6.4M +$123K +614 +2%
VA
1446
Valmark Advisers
Ohio
$6.38M +$352K +1,758 +6%
AT
1447
Arden Trust
Delaware
$6.38M -$37.1K -185 -0.6%
CD
1448
Chapin Davis
Maryland
$6.38M -$92.7K -463 -1%
WBC
1449
West Branch Capital
Massachusetts
$6.37M +$329K +1,641 +5%
CFCI
1450
Comprehensive Financial Consultants Institutional
Indiana
$6.36M -$123K -614 -2%