JPM icon

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 %
BWM
1501
BigSur Wealth Management
Florida
$6.04M +$6.04M +30,134 New
VWM
1502
Valley Wealth Managers
New Jersey
$6.03M -$739K -3,690 -11%
LOAMU
1503
Lombard Odier Asset Management (USA)
New York
$6.03M +$621K +3,100 +11%
SCP
1504
Stamos Capital Partners
California
$6.02M -$3.14M -15,670 -34%
BL
1505
Bleichroeder LP
New York
$6.01M
AH
1506
Allen Holding
New York
$6.01M
BCM
1507
Buckhead Capital Management
Georgia
$5.99M +$13.6K +68 +0.2%
LSAG
1508
Lake Street Advisors Group
New Hampshire
$5.99M -$38.5K -192 -0.6%
AP
1509
Americana Partners
Texas
$5.97M +$61.9K +309 +1%
AL
1510
Aspiriant LLC
California
$5.95M +$64.1K +320 +1%
SACTSONJ
1511
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.95M
PCA
1512
Peddock Capital Advisors
Massachusetts
$5.94M +$118K +590 +2%
BL
1513
BFSG LLC
California
$5.94M -$260K -1,296 -4%
APWM
1514
Atlas Private Wealth Management
New York
$5.93M +$144K +718 +2%
ANB
1515
Amarillo National Bank
Texas
$5.93M -$40.1K -200 -0.7%
FFN
1516
Focus Financial Network
Minnesota
$5.92M -$21.4M -118,294 -78%
HA
1517
Herold Advisors
New York
$5.91M -$1.09M -5,459 -16%
HWA
1518
HCR Wealth Advisors
California
$5.91M +$129K +645 +2%
SC
1519
Syon Capital
California
$5.91M -$5.52M -27,549 -48%
GCM
1520
Gibraltar Capital Management
Oklahoma
$5.89M -$2.89M -14,413 -33%
RA
1521
RFG Advisory
Alabama
$5.89M +$17K +85 +0.3%
RBC
1522
Romano Brothers & Co
Illinois
$5.89M -$83.9K -419 -1%
WP
1523
WealthShield Partners
North Carolina
$5.89M -$884K -4,412 -13%
MIM
1524
MTM Investment Management
South Carolina
$5.88M -$242K -1,208 -4%
FWM
1525
Fairhaven Wealth Management
Illinois
$5.88M -$129K -646 -2%