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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 %
FWP
2201
Falcon Wealth Planning
California
$2.5M -$88.7K -443 -3%
MCM
2202
Monument Capital Management
Virginia
$2.5M +$428K +2,136 +21%
EBWM
2203
Eagle Bluffs Wealth Management
Missouri
$2.5M +$8.21K +41 +0.3%
DLHL
2204
Donald L. Hagan LLC
Florida
$2.49M -$33.9K -169 -1%
QC
2205
Quent Capital
New York
$2.49M +$348K +1,739 +16%
HAG
2206
HF Advisory Group
Maryland
$2.48M +$188K +937 +8%
FCA
2207
FinTrust Capital Advisors
South Carolina
$2.48M -$18.6K -93 -0.7%
KAS
2208
KPP Advisory Services
Kentucky
$2.48M +$56.7K +283 +2%
SSA
2209
Sierra Summit Advisors
Nevada
$2.47M +$57.7K +288 +2%
CFS
2210
Commonwealth Financial Services
West Virginia
$2.47M
SSA
2211
South Street Advisors
New York
$2.47M
FA
2212
FDx Advisors
Illinois
$2.47M -$714K -3,567 -22%
WCM
2213
Washington Capital Management
Washington
$2.46M -$115K -575 -4%
FRA
2214
Front Row Advisors
California
$2.45M +$759K +3,789 +45%
Aristotle Capital Management
2215
Aristotle Capital Management
California
$2.45M -$185K -923 -7%
MA
2216
MCF Advisors
Kentucky
$2.44M -$1.89M -9,417 -44%
KNW
2217
Kesler Norman & Wride
Utah
$2.44M +$1.9M +9,463 +350%
B
2218
Birchbrook
Maine
$2.43M -$239K -1,195 -9%
IIA
2219
Integral Investment Advisors
California
$2.43M +$1.42M +7,128 +141%
SSA
2220
Schonfeld Strategic Advisors
New York
$2.43M -$6.04M -30,136 -71%
RWA
2221
Redhawk Wealth Advisors
Minnesota
$2.43M -$46.5K -232 -2%
LA
2222
Lindenwold Advisors
Pennsylvania
$2.43M -$40.1K -200 -2%
BWA
2223
Blodgett Wealth Advisors
California
$2.41M +$74.9K +374 +3%
OCPWS
2224
One Charles Private Wealth Services
Massachusetts
$2.41M +$52.1K +260 +2%
IWS
2225
Insight Wealth Strategies
California
$2.41M -$402K -2,008 -14%