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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 %
CPBTD
1951
Central Pacific Bank - Trust Division
Hawaii
$3.56M +$3.56M +17,881 New
GPFA
1952
Game Plan Financial Advisors
Ohio
$3.55M +$130K +650 +4%
SF
1953
Slagle Financial
Illinois
$3.55M -$6.5M -32,453 -65%
ET
1954
Entropy Technologies
New York
$3.54M +$3.54M +17,686 New
SFA
1955
Source Financial Advisors
New York
$3.54M -$1.93M -9,642 -35%
WI
1956
WrapManager Inc
California
$3.54M +$957K +4,779 +37%
AWM
1957
Affinity Wealth Management
Delaware
$3.54M -$9.01K -45 -0.3%
CBFP
1958
Cedar Brook Financial Partners
Ohio
$3.53M +$3.61K +18 +0.1%
PP
1959
Pegasus Partners
Wisconsin
$3.53M +$7.61K +38 +0.2%
CCM
1960
Condor Capital Management
New Jersey
$3.53M -$79.5K -397 -2%
BSA
1961
Bull Street Advisors
Georgia
$3.52M -$3.41K -17 -0.1%
AMIM
1962
Aull & Monroe Investment Management
Alabama
$3.51M -$91.5K -457 -3%
VRM
1963
Vectors Research Management
New York
$3.51M -$5.42M -27,083 -61%
CA
1964
CGN Advisors
Kansas
$3.5M +$20.2K +101 +0.6%
WPC
1965
White Pine Capital
Minnesota
$3.5M +$105K +546 +3%
SAM
1966
Secure Asset Management
Michigan
$3.49M -$437K -2,181 -11%
QPWM
1967
Quadrant Private Wealth Management
Pennsylvania
$3.48M -$1.59M -7,921 -31%
NPP
1968
New Potomac Partners
Maryland
$3.48M -$335K -1,673 -9%
CBT
1969
Central Bank & Trust
Kentucky
$3.48M +$107K +535 +3%
AEPWM
1970
Atlantic Edge Private Wealth Management
Florida
$3.48M +$103K +516 +3%
ALAM
1971
Asahi Life Asset Management
Japan
$3.47M -$1.06M -5,280 -23%
3IP
1972
3Chopt Investment Partners
Virginia
$3.46M +$8.01K +40 +0.2%
FWM
1973
Forza Wealth Management
Florida
$3.45M -$50.1K -250 -1%
FPIS
1974
Financial Planning & Information Services
Wisconsin
$3.44M -$51.9K -259 -1%
WC
1975
Waterloo Capital
Texas
$3.44M +$73.5K +367 +2%