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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 %
EWA
2126
Etesian Wealth Advisors
Oregon
$2.79M -$270K -1,350 -9%
SEEDPG
2127
S.E.E.D. Planning Group
New York
$2.79M -$142K -707 -5%
RA
2128
Rockingstone Advisors
Massachusetts
$2.79M -$8.01K -40 -0.3%
Kayne Anderson Rudnick Investment Management
2129
Kayne Anderson Rudnick Investment Management
California
$2.78M +$529K +2,642 +24%
PCP
2130
Proficio Capital Partners
Massachusetts
$2.78M +$109K +542 +4%
PHS
2131
Pekin Hardy Strauss
Illinois
$2.78M +$521K +2,600 +23%
KJWM
2132
Kiley Juergens Wealth Management
Washington
$2.77M +$133K +662 +5%
SWMP
2133
Signature Wealth Management Partners
New Jersey
$2.77M -$1.29M -6,442 -32%
CA
2134
Corrado Advisors
New Jersey
$2.76M -$119K -592 -4%
HA
2135
Hamel Associates
New Jersey
$2.75M
AT
2136
Arlington Trust
Alabama
$2.74M -$39.3K -196 -1%
NCM
2137
Neumann Capital Management
California
$2.74M +$160K +800 +6%
BFIC
2138
Bedell Frazier Investment Counselling
California
$2.73M +$16K +80 +0.6%
VCP
2139
Verus Capital Partners
Arizona
$2.72M +$42.7K +213 +2%
CIM
2140
CIM Investment Management
Pennsylvania
$2.71M
SFG
2141
Summit Financial Group
West Virginia
$2.71M +$30K +150 +1%
AI
2142
Accredited Investors
Minnesota
$2.71M +$57.9K +289 +2%
CCMT
2143
CMT Capital Markets Trading
Germany
$2.7M +$2.46M +12,300 +1,025%
OBWG
2144
Onyx Bridge Wealth Group
New York
$2.7M +$620K +3,205 +30%
BFA
2145
Brendel Financial Advisors
New Hampshire
$2.69M
CA
2146
Cornerstone Advisory
Maryland
$2.69M +$157K +786 +6%
YDMI
2147
Y.D. More Investments
Israel
$2.69M -$173K -864 -6%
RCA
2148
Ranch Capital Advisors
Florida
$2.67M +$53.1K +265 +2%
USB
2149
Union Savings Bank
Connecticut
$2.67M -$18.6K -93 -0.7%
SPC
2150
Spirepoint Private Client
Florida
$2.66M +$2.66M +13,286 New