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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 %
SSWM
2401
Strait & Sound Wealth Management
California
$1.95M -$391 -2 -0%
AF
2402
Apexium Financial
Texas
$1.95M -$933K -4,657 -32%
SIG
2403
Sky Investment Group
Connecticut
$1.95M -$126K -628 -6%
RSVP
2404
Ramsay Stattman Vela & Price
Colorado
$1.95M
NA
2405
Navellier & Associates
Nevada
$1.95M
D
2406
Diversified
Delaware
$1.95M +$133K +666 +7%
CASB
2407
Cape Ann Savings Bank
Massachusetts
$1.95M -$78.9K -394 -4%
MFC
2408
Morris Financial Concepts
South Carolina
$1.95M -$44.9K -224 -2%
SRC
2409
Sage Rhino Capital
California
$1.94M +$5.41K +27 +0.3%
UWPG
2410
Ullmann Wealth Partners Group
Florida
$1.94M +$61.9K +309 +3%
SI
2411
Saxon Interests
Texas
$1.93M -$31.8K -159 -2%
GSC
2412
G&S Capital
Colorado
$1.93M -$88.7K -443 -4%
MCM
2413
Morton Capital Management
California
$1.93M +$21.2K +106 +1%
DBG
2414
De Burlo Group
Massachusetts
$1.92M -$234K -1,170 -11%
SFM
2415
Signet Financial Management
New Jersey
$1.92M +$19.6K +98 +1%
PPC
2416
Park Place Capital
Alabama
$1.92M -$222K -1,109 -10%
TCB
2417
Texas Capital Bancshares
Texas
$1.92M -$274K -1,367 -13%
RIM
2418
RW Investment Management
Idaho
$1.92M -$92.3K -461 -5%
PC
2419
PhiloSmith Capital
Connecticut
$1.91M
GA
2420
Gateway Advisory
New Jersey
$1.91M -$398K -1,989 -17%
SFWA
2421
Summit Financial Wealth Advisors
Louisiana
$1.9M +$7.41K +37 +0.4%
LWM
2422
Lakeridge Wealth Management
Ohio
$1.9M +$65.1K +325 +4%
BCG
2423
Breakwater Capital Group
New Jersey
$1.9M +$125K +626 +7%
SL
2424
Sentinus LLC
Illinois
$1.9M +$1.9M +9,497 New
CBA
2425
Coastal Bridge Advisors
Connecticut
$1.9M +$200 +1 +0%