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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 %
BFO
2251
Biltmore Family Office
North Carolina
$2.31M +$98.5K +492 +4%
PFWA
2252
Paces Ferry Wealth Advisors
Georgia
$2.31M -$25.8K -129 -1%
FPCP
2253
Fort Point Capital Partners
California
$2.31M -$35.7K -178 -2%
SPWM
2254
Schrum Private Wealth Management
Florida
$2.31M +$1.31M +6,527 +131%
PBO
2255
Peoples Bank (Ohio)
Ohio
$2.3M -$7.21K -36 -0.3%
GC
2256
Gilbert & Cook
Iowa
$2.3M +$26.2K +131 +1%
EWM
2257
Evergreen Wealth Management
Michigan
$2.3M
OL
2258
Optas LLC
Texas
$2.3M +$16.8K +84 +0.7%
WCM
2259
WealthBridge Capital Management
Ohio
$2.3M +$11.6K +58 +0.5%
CFA
2260
Camarda Financial Advisors
Florida
$2.29M -$52.3K -261 -2%
BIA
2261
Bigelow Investment Advisors
Maine
$2.29M +$263K +1,312 +13%
TAM
2262
Trillium Asset Management
Massachusetts
$2.29M -$31.8K -159 -1%
TWM
2263
Tradition Wealth Management
Minnesota
$2.28M +$151K +755 +7%
WCM
2264
Windsor Capital Management
Arizona
$2.28M -$27.8K -139 -1%
NMG
2265
New Millennium Group
Utah
$2.28M +$462K +2,309 +25%
FA
2266
Faithward Advisors
Pennsylvania
$2.28M +$729K +3,637 +47%
MCWA
2267
Meadow Creek Wealth Advisors
Georgia
$2.28M +$222K +1,109 +11%
AIS
2268
American Investment Services
Massachusetts
$2.28M +$121K +603 +6%
RWP
2269
Revolve Wealth Partners
New Jersey
$2.27M +$41.7K +208 +2%
CA
2270
Carson Advisory
Georgia
$2.27M +$10.4K +52 +0.5%
CRWM
2271
Castle Rock Wealth Management
California
$2.27M +$12.9K +67 +0.6%
BWM
2272
BlackDiamond Wealth Management
New York
$2.27M -$7.61K -38 -0.3%
SJIM
2273
St. Johns Investment Management
Florida
$2.26M +$33.1K +165 +1%
MCC
2274
Money Concepts Capital
Florida
$2.26M +$33.9K +169 +2%
PWC
2275
PYA Waltman Capital
Tennessee
$2.25M +$35.7K +178 +2%