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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 %
VCAM
1901
Van Cleef Asset Management
Ohio
$3.75M -$22K -110 -0.6%
ARA
1902
Alexander Randolph Advisory
Virginia
$3.74M -$47.9K -239 -1%
KS
1903
Karpas Strategies
Connecticut
$3.74M +$7.61K +38 +0.2%
RSA
1904
River Street Advisors
Illinois
$3.74M +$168K +841 +5%
SDWIA
1905
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.74M +$117K +586 +3%
RIA
1906
Realta Investment Advisors
Delaware
$3.73M +$219K +1,094 +6%
MIM
1907
Morningstar Investment Management
Illinois
$3.73M +$136K +680 +4%
CPC
1908
Congress Park Capital
New York
$3.73M -$260K -1,300 -7%
RFA
1909
Register Financial Advisors
Georgia
$3.73M +$168K +838 +5%
SC
1910
Sawyer & Company
Massachusetts
$3.72M -$2K -10 -0.1%
NL
1911
NWAM LLC
Washington
$3.71M -$296K -1,533 -7%
BTWM
1912
Baker Tilly Wealth Management
Wisconsin
$3.71M -$388K -1,939 -9%
ATWA
1913
Arbor Trust Wealth Advisors
Michigan
$3.7M +$43.3K +220 +1%
AO
1914
Advisor OS
Illinois
$3.7M +$514K +2,564 +16%
SFG
1915
Snider Financial Group
Washington
$3.69M +$32K +160 +0.9%
AIM
1916
Aspen Investment Management
Michigan
$3.69M -$16.6K -83 -0.4%
CPW
1917
Cove Private Wealth
New York
$3.69M
OFA
1918
Oak Family Advisors
Illinois
$3.67M -$27.2K -136 -0.7%
ARC
1919
Advisor Resource Council
Texas
$3.67M -$1.09M -6,401 -23%
IIC
1920
Integrated Investment Consultants
Michigan
$3.67M +$7.21K +36 +0.2%
WA
1921
WP Advisors
California
$3.66M -$36.7K -183 -1%
WEG
1922
World Equity Group
Illinois
$3.66M +$46.1K +230 +1%
WFAG
1923
Worth Financial Advisory Group
North Carolina
$3.66M +$150K +751 +4%
WG
1924
Winton Group
United Kingdom
$3.66M -$93.1K -465 -2%
EFG
1925
Ethos Financial Group
Pennsylvania
$3.65M -$66.1K -330 -2%