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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 %
OCM
2426
Orion Capital Management
California
$1.9M -$65.1K -325 -3%
PCS
2427
Personal CFO Solutions
New Jersey
$1.89M +$80.3K +401 +4%
JF
2428
JSF Financial
California
$1.89M -$46.5K -232 -2%
FIM
2429
Freedom Investment Management
Connecticut
$1.89M -$314K -1,570 -14%
ISWM
2430
Independent Solutions Wealth Management
New York
$1.89M +$23.4K +117 +1%
SCA
2431
Sandy Cove Advisors
Massachusetts
$1.89M +$318K +1,590 +20%
FCG
2432
Fielder Capital Group
Tennessee
$1.89M +$4.21K +21 +0.2%
CCG
2433
Catalina Capital Group
California
$1.89M +$1.14M +5,692 +153%
CCT
2434
Capital City Trust
Florida
$1.89M +$88.7K +443 +5%
PIA
2435
Pinion Investment Advisors
Kansas
$1.89M +$157K +786 +9%
SIA
2436
Schear Investment Advisers
Ohio
$1.89M +$437K +2,184 +30%
KLWA
2437
Kelly Lawrence W & Associates
California
$1.88M -$492K -2,458 -21%
NL
2438
Navalign LLC
California
$1.88M -$32.5K -162 -2%
EFM
2439
Eley Financial Management
Vermont
$1.88M -$35.3K -176 -2%
TRIA
2440
Trail Ridge Investment Advisors
Colorado
$1.87M -$597K -2,980 -24%
WFI
2441
West Family Investments
California
$1.87M +$33.1K +165 +2%
AC
2442
Allstate Corporation
Illinois
$1.87M +$7.81K +39 +0.4%
FWA
2443
FSM Wealth Advisors
Ohio
$1.86M +$34.9K +174 +2%
CAM
2444
Cozad Asset Management
Illinois
$1.86M
FAG
2445
Fortitude Advisory Group
Washington
$1.86M -$223K -1,113 -11%
SRA
2446
Secured Retirement Advisors
Minnesota
$1.86M +$46.3K +231 +3%
NEWAS
2447
N.E.W. Advisory Services
Wisconsin
$1.85M -$100K -499 -5%
WA
2448
Wambolt & Associates
Colorado
$1.85M -$930K -4,677 -33%
SAW
2449
Signal Advisors Wealth
Michigan
$1.85M +$1.42M +7,090 +334%
HWM
2450
Hemington Wealth Management
Virginia
$1.84M -$264K -1,316 -13%