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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 %
SIM
2151
Sentry Investment Management
Wisconsin
$2.66M -$7.61K -38 -0.3%
APA
2152
Astoria Portfolio Advisors
New York
$2.65M +$1.04M +5,705 +65%
WAAG
2153
Wealth Alliance Advisory Group
Kansas
$2.64M +$257K +1,281 +11%
CIM
2154
Chapman Investment Management
California
$2.64M -$109K -546 -4%
LWP
2155
LMG Wealth Partners
Louisiana
$2.64M
APF
2156
Alaska Permanent Fund
Alaska
$2.64M -$650K -3,244 -20%
VAG
2157
VisionPoint Advisory Group
Texas
$2.63M -$1.95M -9,746 -43%
EG
2158
Ellerson Group
Maryland
$2.63M -$52.3K -261 -2%
CWA
2159
Consilium Wealth Advisory
Texas
$2.63M +$195K +976 +8%
I
2160
INVST
Indiana
$2.63M +$56.7K +285 +2%
TIA
2161
Traphagen Investment Advisors
New Jersey
$2.63M +$9.61K +48 +0.4%
SF
2162
Symphony Financial
Texas
$2.63M -$887K -4,427 -25%
AFS
2163
Aft Forsyth & Sober
Florida
$2.62M -$70.1K -350 -3%
WDL
2164
Well Done LLC
Michigan
$2.62M +$11.2K +56 +0.4%
BCM
2165
Beck Capital Management
Texas
$2.62M +$38.9K +194 +2%
LCM
2166
LVM Capital Management
Michigan
$2.62M +$2.6K +13 +0.1%
WCM
2167
Winthrop Capital Management
Indiana
$2.62M +$27.6K +138 +1%
GKWIM
2168
Gerber Kawasaki Wealth & Investment Management
California
$2.61M +$432K +2,155 +20%
LC
2169
LCNB Corp
Ohio
$2.61M -$94.1K -470 -3%
GWM
2170
Greenwich Wealth Management
Connecticut
$2.61M +$137K +686 +6%
WA
2171
WBH Advisory
Maryland
$2.6M -$26K -130 -1%
WCM
2172
Weaver Capital Management
Georgia
$2.59M +$2.8K +14 +0.1%
ACM
2173
Allred Capital Management
Texas
$2.59M +$269K +1,341 +12%
PL
2174
Perpetual Ltd
Australia
$2.58M -$437K -2,182 -14%
KHLMTHM
2175
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.57M