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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 %
JFA
2351
JNBA Financial Advisors
Minnesota
$2.08M -$71.9K -359 -3%
ECP
2352
Epacria Capital Partners
Colorado
$2.08M
MW
2353
MBL Wealth
North Carolina
$2.08M -$207K -1,035 -9%
CBT
2354
CoreFirst Bank & Trust
Kansas
$2.08M -$57.9K -289 -3%
HNB
2355
Hilltop National Bank
Wyoming
$2.08M +$2.08M +10,390 New
AA
2356
Aire Advisors
California
$2.08M -$18.4K -92 -0.9%
HAIM
2357
Hunter Associates Investment Management
Pennsylvania
$2.07M -$38.7K -193 -2%
AFM
2358
Armstrong Fleming & Moore
District of Columbia
$2.07M +$24K +120 +1%
CG
2359
Corundum Group
Colorado
$2.06M -$129K -644 -6%
TCM
2360
Towercrest Capital Management
Pennsylvania
$2.06M
WPA
2361
West Paces Advisors
Georgia
$2.06M +$310K +1,549 +18%
AGP
2362
Autumn Glory Partners
Texas
$2.06M
LWL
2363
Leo Wealth LLC
Texas
$2.06M -$90.5K -453 -4%
WCFA
2364
Walkner Condon Financial Advisors
Wisconsin
$2.05M +$42.9K +214 +2%
ITC
2365
Inspire Trust Company
Nevada
$2.05M +$735K +3,668 +56%
BFM
2366
Boothbay Fund Management
New York
$2.05M +$1.62M +8,074 +376%
CFS
2367
CRA Financial Services
New Jersey
$2.04M +$16.4K +82 +0.8%
HCM
2368
Highview Capital Management
Illinois
$2.04M -$250K -1,250 -11%
MPCG
2369
Matrix Private Capital Group
New York
$2.04M -$24.8K -124 -1%
A
2370
AlphaQuest
New York
$2.04M +$714K +3,567 +54%
PWM
2371
Palumbo Wealth Management
New York
$2.04M -$16.2K -81 -0.8%
QWP
2372
Quotient Wealth Partners
Texas
$2.03M +$435K +2,170 +27%
FWM
2373
Focused Wealth Management
New York
$2.03M +$6.81K +34 +0.3%
YWS
2374
Yarger Wealth Strategies
Ohio
$2.03M -$268K -1,336 -12%
KP
2375
Keel Point
Alabama
$2.02M +$65.5K +327 +3%