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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 %
SIA
2051
Sage Investment Advisers
New York
$3.13M -$355K -1,773 -10%
CIC
2052
Chilton Investment Company
Connecticut
$3.12M -$35.1K -175 -1%
CV
2053
Counterweight Ventures
North Carolina
$3.11M +$536K +2,674 +21%
PFM
2054
Phillips Financial Management
Indiana
$3.11M +$47.7K +238 +2%
RL
2055
Ruffer LLP
United Kingdom
$3.11M -$29K -145 -0.9%
BCM
2056
Boltwood Capital Management
California
$3.11M -$71.1K -355 -2%
NCM
2057
Next Capital Management
New York
$3.11M +$79.1K +395 +3%
REMPR
2058
Roof Eidam Maycock Peralta (REMP)
California
$3.1M +$39.5K +197 +1%
GG
2059
Gleason Group
Kentucky
$3.1M -$84.1K -420 -3%
AWM
2060
Aberdeen Wealth Management
Illinois
$3.1M
SWM
2061
Segment Wealth Management
Texas
$3.1M +$59.7K +298 +2%
MSFS
2062
Main Street Financial Solutions
Pennsylvania
$3.09M +$360K +1,797 +13%
TAM
2063
Titleist Asset Management
Texas
$3.07M +$38.3K +191 +1%
KF
2064
KKM Financial
Illinois
$3.06M +$42.5K +212 +1%
WIA
2065
World Investment Advisors
California
$3.06M -$3.16M -9,791 -51%
DFA
2066
Delta Financial Advisors
Louisiana
$3.06M +$34.3K +171 +1%
ATFA
2067
All Terrain Financial Advisors
Minnesota
$3.06M -$85.5K -427 -3%
AW
2068
Alaethes Wealth
Nevada
$3.06M -$3.21K -16 -0.1%
JWM
2069
Jessup Wealth Management
Ohio
$3.06M -$6.45M -32,204 -68%
CPA
2070
Court Place Advisors
Maryland
$3.06M -$471K -2,350 -13%
TA
2071
Townsend & Associates
Colorado
$3.05M -$93K -484 -3%
BFW
2072
Brady Family Wealth
Missouri
$3.05M +$26.8K +134 +0.9%
PWMG
2073
Prestige Wealth Management Group
New Jersey
$3.05M -$1.69M -8,417 -36%
CA
2074
Continental Advisors
Utah
$3.03M -$100K -500 -3%
RAM
2075
Ramirez Asset Management
New York
$3.03M +$174K +869 +6%