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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 %
V
1776
VeraBank
Texas
$4.3M -$24.4K -122 -0.6%
LCM
1777
Legato Capital Management
California
$4.3M
Edgewood Management
1778
Edgewood Management
Connecticut
$4.3M
KIC
1779
Kensington Investment Counsel
California
$4.29M +$295K +1,475 +7%
EFG
1780
Everhart Financial Group
Ohio
$4.28M +$270K +1,349 +7%
PPWP
1781
Proquility Private Wealth Partners
Nevada
$4.27M -$508K -2,538 -11%
PRS
1782
Pinkerton Retirement Specialists
Idaho
$4.27M +$511K +2,549 +14%
FWM
1783
Finer Wealth Management
Massachusetts
$4.26M +$397K +1,982 +10%
MCM
1784
Marathon Capital Management
Maryland
$4.25M -$35.1K -175 -0.8%
SQA
1785
Simon Quick Advisors
New Jersey
$4.25M +$795K +3,967 +23%
GGHC
1786
Gilder Gagnon Howe & Co
New York
$4.24M -$232K -1,160 -5%
SWA
1787
SOA Wealth Advisors
New York
$4.24M -$47.1K -235 -1%
MC
1788
Mirabaud & Cie
Switzerland
$4.23M -$337K -1,680 -7%
NW
1789
Naviter Wealth
Arkansas
$4.22M +$50.3K +251 +1%
WCM
1790
Wunderlich Capital Managemnt
Tennessee
$4.22M -$224K -1,116 -5%
PWA
1791
Providence Wealth Advisors
Illinois
$4.22M +$2.83M +14,263 +205%
RFA
1792
Resurgent Financial Advisors
Georgia
$4.21M +$4.41K +22 +0.1%
LJAC
1793
L.J. Altfest & Co
New York
$4.21M -$261K -1,303 -6%
CC
1794
Codex Capital
New York
$4.21M +$3.55M +17,700 +536%
SOAMC
1795
Spirit of America Management Corp
New York
$4.2M
DMKJ
1796
David M. Knott Jr
$4.2M
SLWA
1797
San Luis Wealth Advisors
California
$4.2M +$3.96M +19,783 +1,646%
FMTCOCP
1798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.2M -$603K -3,010 -13%
EWM
1799
Evermay Wealth Management
Virginia
$4.19M +$84.9K +424 +2%
PCM
1800
Poehling Capital Management
Wisconsin
$4.18M -$20.2K -101 -0.5%