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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 %
LFG
1801
Larson Financial Group
Missouri
$4.18M -$244K -1,218 -6%
KFGK
1802
Keystone Financial Group (Kentucky)
Kentucky
$4.18M +$412K +2,059 +11%
JE
1803
JMAC Enterprises
Pennsylvania
$4.18M -$356K -1,779 -8%
XSC
1804
X-Square Capital
Puerto Rico
$4.18M +$199K +1,013 +5%
BLC
1805
Brown, Lisle/Cummings
Rhode Island
$4.17M -$57.1K -285 -1%
SHFP
1806
Second Half Financial Partners
Florida
$4.17M -$63.9K -319 -2%
ACS
1807
Archford Capital Strategies
Illinois
$4.16M -$20.6K -103 -0.5%
NL
1808
NVWM LLC
Pennsylvania
$4.16M -$142K -708 -3%
DC
1809
DeDora Capital
California
$4.15M +$45.9K +229 +1%
PCTC
1810
Perkins Coie Trust Company
Washington
$4.15M +$596K +2,974 +17%
NAMP
1811
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.15M +$25K +125 +0.6%
MCA
1812
Magnolia Capital Advisors
Mississippi
$4.14M +$589K +3,169 +17%
FCA
1813
FLC Capital Advisors
California
$4.14M +$6.21K +31 +0.2%
MAWCM
1814
Mine & Arao Wealth Creation & Management
California
$4.12M +$65.7K +328 +2%
AIC
1815
Archer Investment Corporation
Indiana
$4.11M -$63.5K -317 -2%
WIM
1816
Weitz Investment Management
Nebraska
$4.11M -$601K -3,000 -13%
RCWM
1817
Royal Capital Wealth Management
Indiana
$4.11M +$14K +70 +0.3%
SMH
1818
Sanders Morris Harris
Texas
$4.1M +$2.33M +11,633 +131%
LCM
1819
Leisure Capital Management
California
$4.1M -$61.9K -309 -1%
TPM
1820
Triasima Portfolio Management
Quebec, Canada
$4.1M -$565K -2,821 -12%
NWM
1821
Northcape Wealth Management
New York
$4.09M -$369K -1,841 -8%
OF
1822
Outfitter Financial
Maine
$4.08M -$301K -1,505 -7%
ZIG
1823
Zullo Investment Group
Pennsylvania
$4.08M +$21.2K +106 +0.5%
LA
1824
Legacy Advisors
Pennsylvania
$4.08M -$95.1K -475 -2%
KWM
1825
Keebeck Wealth Management
Illinois
$4.08M