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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 %
CSPAM
1476
Cary Street Partners Asset Management
Virginia
$6.18M -$244K -1,219 -4%
AA
1477
Argent Advisors
Louisiana
$6.17M -$92.7K -463 -1%
TPWA
1478
TRUE Private Wealth Advisors
Oregon
$6.17M -$1.31M -6,524 -17%
FFA
1479
Farther Finance Advisors
California
$6.16M +$773K +3,884 +14%
RFN
1480
RDA Financial Network
Iowa
$6.15M +$39.7K +198 +0.6%
PCG
1481
Prosperity Consulting Group
Maryland
$6.15M +$356K +1,777 +6%
RIA
1482
Regal Investment Advisors
Michigan
$6.14M -$348K -1,739 -5%
CT
1483
Chicago Trust
Illinois
$6.13M +$116K +579 +2%
HPIA
1484
Hamilton Point Investment Advisors
North Carolina
$6.12M -$144K -719 -2%
9WM
1485
9258 Wealth Management
Ohio
$6.12M +$80.7K +403 +1%
CI
1486
Cigna Investments
Connecticut
$6.12M -$63.1K -315 -1%
SCP
1487
Sandhill Capital Partners
New York
$6.11M -$93.7K -468 -2%
WE
1488
Wealth Effects
Massachusetts
$6.1M -$375K -1,873 -6%
SGCA
1489
Steel Grove Capital Advisors
Tennessee
$6.1M -$271K -1,351 -4%
CAM
1490
Covenant Asset Management
New Jersey
$6.1M +$239K +1,195 +4%
RWM
1491
Rockline Wealth Management
New York
$6.09M +$109K +544 +2%
LA
1492
LVW Advisors
New York
$6.09M -$281K -1,405 -4%
RWB
1493
RMR Wealth Builders
New Jersey
$6.09M +$306K +1,526 +5%
1IA
1494
1834 Investment Advisors
Wisconsin
$6.08M -$3.18M -15,892 -34%
P
1495
&Partners
Tennessee
$6.07M +$2.2M +10,954 +57%
ZCI
1496
Zevenbergen Capital Investments
Washington
$6.07M -$14K -70 -0.2%
HCM
1497
Hengehold Capital Management
Ohio
$6.06M -$72.5K -362 -1%
MCA
1498
MSH Capital Advisors
Arizona
$6.05M -$69.9K -349 -1%
UHC
1499
Union Heritage Capital
Michigan
$6.05M +$922K +4,605 +18%
FAM
1500
Formidable Asset Management
Ohio
$6.05M +$3.9M +19,446 +181%