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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 %
SIAP
1676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.86M -$69.9K -349 -1%
CWM
1677
Cornerstone Wealth Management
Missouri
$4.85M -$114K -567 -2%
SCM
1678
SOL Capital Management
Maryland
$4.85M -$268K -1,340 -5%
MFC
1679
Mechanics Financial Corp
Ohio
$4.84M +$5.21K +26 +0.1%
HA
1680
Harbor Advisors
Florida
$4.84M
CNC
1681
Citizens & Northern Corp
Pennsylvania
$4.83M -$247K -1,232 -5%
GWANC
1682
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.83M +$16K +80 +0.3%
TLP
1683
Trinity Legacy Partners
Texas
$4.83M +$145K +723 +3%
IWA
1684
Invera Wealth Advisors
Oregon
$4.82M -$224K -1,235 -4%
GD
1685
Grandfield & Dodd
New York
$4.82M -$84.9K -424 -2%
WA
1686
Wasatch Advisors
Utah
$4.81M -$721K -3,600 -13%
PMSA
1687
Patrick M. Sweeney & Associates
Illinois
$4.81M +$13.6K +68 +0.3%
LCC
1688
Lincoln Capital Corp
Rhode Island
$4.8M -$88.9K -444 -2%
WAS
1689
Winch Advisory Services
Wisconsin
$4.8M -$53.7K -268 -1%
LM
1690
Lincluden Management
Ontario, Canada
$4.79M -$933K -4,660 -16%
LNWTC
1691
Laird Norton Wetherby Trust Company
Washington
$4.79M
ADIM
1692
Alpha DNA Investment Management
Maryland
$4.78M -$586K -2,928 -11%
HPCM
1693
Hunter Perkins Capital Management
Illinois
$4.77M -$553K -2,760 -10%
SWS
1694
SYSTM Wealth Solutions
Illinois
$4.77M -$608K -3,034 -11%
MWM
1695
Modern Wealth Management
Kansas
$4.77M +$4.5M +22,456 +1,646%
OAM
1696
Occidental Asset Management
California
$4.76M +$1.07M +5,318 +29%
NPA
1697
Nichols & Pratt Advisers
Massachusetts
$4.75M +$200 +1 +0%
BEC
1698
Blue Edge Capital
Virginia
$4.75M +$73.7K +368 +2%
WR
1699
WD Rutherford
Oregon
$4.74M -$297K -1,483 -6%
BCM
1700
Blume Capital Management
California
$4.73M -$203K -1,011 -4%