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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 %
PC
1601
Permanens Capital
New York
$5.36M -$193K -966 -3%
FPB
1602
First PREMIER Bank
South Dakota
$5.34M -$23.8K -119 -0.4%
MWS
1603
Maxwell Wealth Strategies
California
$5.34M +$784K +3,935 +17%
GBT
1604
Grove Bank & Trust
Florida
$5.34M +$472K +2,356 +10%
VIM
1605
Vista Investment Management
Pennsylvania
$5.34M +$2.95M +14,713 +123%
MBT
1606
Montecito Bank & Trust
California
$5.33M +$105K +523 +2%
MCCP
1607
Mission Creek Capital Partners
California
$5.32M +$1.85M +9,248 +53%
ITIM
1608
Indiana Trust & Investment Management
Indiana
$5.32M -$43.5K -217 -0.8%
AFA
1609
Arlington Financial Advisors
California
$5.3M -$186K -929 -3%
PGWM
1610
Parisi Gray Wealth Management
New Jersey
$5.3M +$102K +508 +2%
AB
1611
Atlas Brown
Kentucky
$5.29M -$29.8K -149 -0.6%
SSI
1612
Scott & Selber Inc
Texas
$5.29M +$5.21K +26 +0.1%
HCM
1613
Hudson Capital Management
New Jersey
$5.27M -$144K -717 -3%
BOPW
1614
Brandywine Oak Private Wealth
Pennsylvania
$5.26M +$101K +506 +2%
CA
1615
CoreCap Advisors
Michigan
$5.26M +$1.06M +5,275 +25%
HIC
1616
Holderness Investments Company
North Carolina
$5.25M +$18.4K +92 +0.4%
MA
1617
Modus Advisors
Minnesota
$5.23M +$67.3K +336 +1%
MAM
1618
Mystic Asset Management
Rhode Island
$5.22M +$156K +777 +3%
AIMA
1619
Ables Iannone Moore & Associates
Georgia
$5.22M -$29K -145 -0.6%
HNW
1620
High Note Wealth
Minnesota
$5.21M +$283K +1,414 +6%
MUAMU
1621
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.21M +$200K +1,000 +4%
RP
1622
Rowlandmiller & Partners
Georgia
$5.2M +$66.1K +330 +1%
GJWM
1623
Gilliland Jeter Wealth Management
Arkansas
$5.19M +$390K +1,945 +8%
TW
1624
TrinityPoint Wealth
Connecticut
$5.18M -$43.9K -219 -0.8%
PFGIA
1625
Patriot Financial Group Insurance Agency
Massachusetts
$5.18M +$250K +1,246 +5%