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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 %
UB
1701
Umpqua Bank
Oregon
$4.72M +$4.72M +23,559 New
SCM
1702
Seascape Capital Management
New Hampshire
$4.72M +$32.5K +162 +0.7%
WIM
1703
WealthPlan Investment Management
Nebraska
$4.71M +$129K +644 +3%
CIP
1704
Convergence Investment Partners
Florida
$4.71M +$178K +890 +4%
CI
1705
CX Institutional
Indiana
$4.7M -$3.21M -16,020 -41%
CFMC
1706
Curbstone Financial Management Corp
New Hampshire
$4.68M -$110K -550 -2%
RPSA
1707
Richard P. Slaughter Associates
Texas
$4.68M -$608K -3,035 -11%
SIM
1708
Studio Investment Management
Illinois
$4.68M -$260K -1,300 -5%
SSWM
1709
Sheets Smith Wealth Management
North Carolina
$4.68M +$27.6K +138 +0.6%
RAG
1710
RIA Advisory Group
Iowa
$4.67M +$4.67M +23,329 New
TBNY
1711
Trustco Bank (New York)
New York
$4.66M -$214K -1,070 -4%
PPWP
1712
Premier Path Wealth Partners
New Jersey
$4.66M -$164K -819 -3%
PBC
1713
Pavion Blue Capital
California
$4.66M -$14.8K -74 -0.3%
SIG
1714
Sargent Investment Group
Maryland
$4.65M -$901K -4,498 -16%
DCM
1715
Dudley Capital Management
Virginia
$4.64M +$108K +545 +2%
GCM
1716
Gables Capital Management
Florida
$4.63M +$20K +100 +0.4%
CST
1717
Charles Schwab Trust
Nevada
$4.63M -$65.9K -329 -1%
ORC
1718
O'Rourke & Company
Massachusetts
$4.62M +$235K +1,171 +5%
IAS
1719
IMA Advisory Services
Colorado
$4.6M -$436K -2,175 -9%
SP
1720
SWS Partners
Ohio
$4.6M -$299K -1,492 -6%
AWM
1721
Ameliora Wealth Management
Switzerland
$4.59M -$16.2K -81 -0.4%
DFG
1722
Delta Financial Group
New Jersey
$4.59M +$12.2K +61 +0.3%
WMA
1723
West Michigan Advisors
Michigan
$4.59M -$64.7K -323 -1%
BOSSRA
1724
B.O.S.S. Retirement Advisors
Utah
$4.58M -$247K -1,451 -5%
LWA
1725
Lineweaver Wealth Advisors
Ohio
$4.57M +$157K +784 +4%