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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 %
AFA
2451
AA Financial Advisors
Ohio
$1.84M +$1.84M +9,190 New
GHAM
2452
Gilman Hill Asset Management
Connecticut
$1.84M -$54.3K -271 -3%
UAML
2453
US Asset Management LLC
Pennsylvania
$1.84M -$41.5K -207 -2%
TT
2454
TI-Trust
Illinois
$1.83M +$104K +518 +6%
SC
2455
Savoie Capital
Illinois
$1.83M +$1.83M +9,128 New
FP
2456
Financial Perspectives
Minnesota
$1.83M -$18.6K -93 -1%
KFA
2457
Kapstone Financial Advisors
Ohio
$1.83M +$62.7K +313 +4%
TB
2458
Terril Brothers
Missouri
$1.83M -$45.9K -229 -2%
TWP
2459
Tempus Wealth Planning
California
$1.82M +$54.1K +270 +3%
CWA
2460
Canvas Wealth Advisors
Kansas
$1.82M +$84.6K +470 +5%
CPM
2461
Connective Portfolio Management
New York
$1.82M -$801K -4,000 -31%
CSB
2462
City State Bank
Iowa
$1.82M +$2K +10 +0.1%
PIA
2463
Perennial Investment Advisors
California
$1.82M -$65.1K -325 -3%
SMA
2464
Seven Mile Advisory
New Jersey
$1.82M +$14.2K +71 +0.8%
MAM
2465
Meeder Asset Management
Ohio
$1.81M +$379K +1,894 +26%
RVPG
2466
Relative Value Partners Group
$1.81M
W
2467
Wealthquest
Ohio
$1.81M -$80.9K -404 -4%
MTWM
2468
Masso Torrence Wealth Management
New Jersey
$1.81M -$37.5K -187 -2%
AFP
2469
Ausdal Financial Partners
Iowa
$1.81M -$122K -608 -6%
CSC
2470
Caldwell Sutter Capital
California
$1.81M -$32.8K -164 -2%
RWP
2471
Ridgecrest Wealth Partners
California
$1.8M -$71.1K -355 -4%
CA
2472
Crewe Advisors
Utah
$1.8M +$1.8M +9,002 New
SIC
2473
Samalin Investment Counsel
New York
$1.8M -$110K -551 -6%
GWA
2474
GGM Wealth Advisors
Maryland
$1.8M -$350K -1,766 -16%
AAM
2475
AMI Asset Management
California
$1.79M -$58.7K -293 -3%