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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 %
RWM
1851
RKL Wealth Management
Pennsylvania
$3.96M -$8.41K -42 -0.2%
BHA
1852
Beech Hill Advisors
New York
$3.96M +$545K +2,720 +16%
VCM
1853
Violich Capital Management
California
$3.95M +$1.84M +9,210 +88%
BC
1854
Burney Company
Virginia
$3.94M -$3.08M -15,387 -44%
SLC
1855
Second Line Capital
Louisiana
$3.94M +$283K +1,415 +8%
RDFA
1856
Ritter Daniher Financial Advisory
Ohio
$3.93M +$20.8K +104 +0.5%
ODG
1857
O'Dell Group
Ohio
$3.93M -$57.5K -287 -1%
RCG
1858
Regatta Capital Group
California
$3.93M +$70.9K +354 +2%
PSB
1859
Piscataqua Savings Bank
New Hampshire
$3.93M -$241K -1,203 -6%
PMA
1860
Prudent Man Advisors
Illinois
$3.92M -$232K -1,160 -6%
MA
1861
MONECO Advisors
Connecticut
$3.92M +$1.31M +6,535 +50%
FUBT
1862
First United Bank & Trust
Maryland
$3.91M +$46.1K +230 +1%
PWG
1863
Portside Wealth Group
Utah
$3.9M -$123K -614 -3%
AIM
1864
Acropolis Investment Management
Missouri
$3.89M -$45.1K -225 -1%
1WA
1865
180 Wealth Advisors
Washington
$3.89M +$25.8K +129 +0.7%
TIA
1866
Tiemann Investment Advisors
California
$3.89M -$13K -65 -0.3%
FM
1867
Family Management
New York
$3.88M +$106K +528 +3%
HW
1868
Hedeker Wealth
Illinois
$3.88M +$123K +615 +3%
HCM
1869
Huber Capital Management
California
$3.87M
GIM
1870
Gold Investment Management
Alberta, Canada
$3.87M -$9.21K -46 -0.2%
HIC
1871
Harvey Investment Company
Kentucky
$3.86M
CCG
1872
Ceeto Capital Group
Florida
$3.86M +$21.4K +107 +0.6%
GEA
1873
Glen Eagle Advisors
New Jersey
$3.84M +$7.81K +39 +0.2%
BB
1874
Bell Bank
North Dakota
$3.83M +$583K +2,910 +18%
OFS
1875
OneAscent Financial Services
Alabama
$3.82M -$300K -1,497 -7%