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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 %
LWIC
1451
Leith Wheeler Investment Counsel
British Columbia, Canada
$6.35M -$4.66M -23,287 -42%
BMA
1452
Brooks Moore & Associates
Tennessee
$6.34M -$25K -125 -0.4%
NP
1453
Nilsine Partners
Colorado
$6.34M +$617K +3,080 +11%
AC
1454
Addison Capital
Pennsylvania
$6.34M +$792K +3,956 +14%
WTA
1455
Washington Trust Advisors
Massachusetts
$6.34M -$102K -507 -2%
WWM
1456
Western Wealth Management
Colorado
$6.33M -$3.87M -19,323 -38%
WPC
1457
Wedmont Private Capital
Pennsylvania
$6.33M +$328K +1,662 +5%
BONH
1458
Bank of New Hampshire
New Hampshire
$6.33M -$801 -4 -0%
CT
1459
Coastline Trust
Rhode Island
$6.32M +$1.71M +8,517 +37%
LC
1460
Lincoln Capital
Nebraska
$6.3M -$42.7K -213 -0.7%
WP
1461
WealthPLAN Partners
Nebraska
$6.3M -$350K -1,745 -5%
EP
1462
Eudaimonia Partners
Tennessee
$6.29M +$6.01K +30 +0.1%
EA
1463
Everpar Advisors
Oklahoma
$6.28M -$186K -928 -3%
BFC
1464
Bedel Financial Consulting
Indiana
$6.28M +$91.9K +459 +1%
AFM
1465
Abbot Financial Management
Massachusetts
$6.27M -$21.2K -106 -0.3%
LC
1466
Legacy CG
Texas
$6.27M -$141K -702 -2%
SCM
1467
Silvant Capital Management
Georgia
$6.27M
MFG
1468
MidWestOne Financial Group
Iowa
$6.26M +$7.01K +35 +0.1%
BHWA
1469
Beacon Harbor Wealth Advisors
Virginia
$6.25M -$120K -597 -2%
KA
1470
Kovack Advisors
Florida
$6.24M -$1.23M -6,133 -16%
ICP
1471
Ironvine Capital Partners
Nebraska
$6.24M
CM
1472
Churchill Management
California
$6.21M -$5.61K -28 -0.1%
EAMA
1473
EFG Asset Management (Americas)
Florida
$6.21M -$3.02M -15,098 -33%
RMSCM
1474
R.M. Sincerbeaux Capital Management
New York
$6.2M
PFBT
1475
Parkside Financial Bank & Trust
Missouri
$6.2M +$604K +3,017 +11%