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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 %
AI
2101
Atom Investors
Texas
$2.91M +$1.28M +6,375 +78%
LIA
2102
LS Investment Advisors
Michigan
$2.9M -$143K -716 -5%
BFA
2103
Benedict Financial Advisors
Georgia
$2.9M -$13.8K -69 -0.5%
MLA
2104
MB, Levis & Associates
Pennsylvania
$2.89M -$4.41K -22 -0.2%
AWA
2105
Amplius Wealth Advisors
Pennsylvania
$2.89M +$20.4K +102 +0.7%
JHCP
2106
Jackson Hole Capital Partners
Oklahoma
$2.89M -$15.4K -77 -0.5%
WAG
2107
Winthrop Advisory Group
Massachusetts
$2.88M -$34.5K -172 -1%
JWM
2108
Jeppson Wealth Management
California
$2.87M -$62.1K -310 -2%
DTC
2109
Davidson Trust Company
Washington
$2.86M -$30.4K -152 -1%
AA
2110
Altman Advisors
Illinois
$2.86M +$56.9K +286 +2%
BI
2111
Ballast Inc
Kentucky
$2.85M +$99.3K +496 +4%
RWS
2112
Resolute Wealth Strategies
Mississippi
$2.84M +$19.2K +96 +0.7%
OCM
2113
Orleans Capital Management
Louisiana
$2.84M -$44.5K -222 -2%
SIA
2114
Strategic Investment Advisors
Michigan
$2.83M -$30.6K -153 -1%
LI
2115
Lafayette Investments
Maryland
$2.83M +$21.2K +106 +0.8%
LWA
2116
Lantern Wealth Advisors
New York
$2.82M -$19.8K -99 -0.7%
KA
2117
KLCM Advisors
Wisconsin
$2.82M -$2.41M -12,014 -46%
CPSC
2118
Carl P. Sherr & Co
Massachusetts
$2.82M -$49.5K -247 -2%
OIA
2119
Optimum Investment Advisors
Illinois
$2.82M
TLCM
2120
Twin Lakes Capital Management
California
$2.82M +$9.61K +48 +0.3%
CTC (Chicago Trading Company)
2121
CTC (Chicago Trading Company)
Illinois
$2.81M +$1.45M +7,263 +107%
IIL
2122
Insight Inv LLC
California
$2.81M -$4.01K -20 -0.1%
GC
2123
Guardian Capital
Ontario, Canada
$2.81M -$376K -1,876 -12%
WHC
2124
Wulff, Hansen & Co
California
$2.8M -$19K -95 -0.7%
AWM
2125
Aprio Wealth Management
Georgia
$2.8M +$1.46M +7,269 +109%