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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 %
MG
1976
Mather Group
Illinois
$3.43M -$53.6K -315 -2%
MWA
1977
Moser Wealth Advisors
Washington
$3.43M -$45.1K -225 -1%
SAM
1978
Synergy Asset Management
Washington
$3.42M -$2.63M -13,141 -43%
AWE
1979
Avidian Wealth Enterprises
Texas
$3.42M +$983K +4,909 +40%
LMKC
1980
L.M. Kohn & Company
Ohio
$3.41M +$156K +779 +5%
LFM
1981
LGT Fund Management
Liechtenstein
$3.41M +$28K +140 +0.8%
BIG
1982
Brooklyn Investment Group
New York
$3.41M -$398 -2 -0%
BMC
1983
Benin Management Corp
Connecticut
$3.4M -$91.9K -459 -3%
VFA
1984
Voya Financial Advisors
Connecticut
$3.4M +$106K +533 +3%
FBT
1985
First Bankers Trust
Kentucky
$3.4M -$18.2K -91 -0.5%
RHP
1986
Royal Harbor Partners
Texas
$3.4M +$26.4K +132 +0.8%
SAM
1987
Smartleaf Asset Management
Massachusetts
$3.38M +$812K +4,071 +32%
TCPG
1988
Trivant Custom Portfolio Group
California
$3.38M -$126K -631 -4%
CA
1989
Continuum Advisory
Idaho
$3.37M -$1.3M -6,589 -28%
BBNA
1990
Bremer Bank National Association
Minnesota
$3.37M +$134K +671 +4%
AP
1991
Adero Partners
California
$3.37M +$21.8K +109 +0.7%
GPA
1992
Guerra Pan Advisors
New Jersey
$3.36M -$368K -1,835 -10%
FCCM
1993
First City Capital Management
Georgia
$3.35M -$30.2K -151 -0.9%
EHWM
1994
Eads & Heald Wealth Management
Georgia
$3.35M -$309K -1,544 -8%
CA
1995
Cumberland Advisors
Florida
$3.34M +$88.1K +440 +3%
DA
1996
Dover Advisors
Virginia
$3.34M +$1.61M +8,024 +93%
SGC
1997
Slocum, Gordon & Co
Rhode Island
$3.33M
MC
1998
Marest Capital
California
$3.33M +$27K +135 +0.8%
SWA
1999
SFMG Wealth Advisors
Texas
$3.31M +$263K +1,311 +9%
DA
2000
Dillon & Associates
Michigan
$3.31M +$127K +633 +4%