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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 %
AW
1526
Atlas Wealth
Ohio
$5.87M -$19.2K -96 -0.3%
SWM
1527
Scissortail Wealth Management
Oklahoma
$5.87M -$6.84M -34,137 -54%
RCA
1528
Resonant Capital Advisors
Wisconsin
$5.87M +$303K +1,514 +5%
EWM
1529
EPG Wealth Management
Georgia
$5.84M -$37.3K -186 -0.6%
FBFS
1530
First Business Financial Services
Wisconsin
$5.83M -$142K -708 -2%
KHLMVGHM
1531
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.83M
EBT
1532
Enterprise Bank & Trust
Massachusetts
$5.82M -$243K -1,211 -4%
LFA
1533
Lauterbach Financial Advisors
Texas
$5.81M -$102K -507 -2%
BTI
1534
Blue Trust Inc
Georgia
$5.81M +$5.41K +27 +0.1%
SMI
1535
Shelter Mutual Insurance
Missouri
$5.81M
TSWM
1536
Triangle Securities Wealth Management
North Carolina
$5.79M -$91.5K -457 -2%
RBA
1537
Richard Bernstein Advisors
New York
$5.77M
BCM
1538
Brookmont Capital Management
Texas
$5.76M -$63.3K -316 -1%
MCM
1539
Monarch Capital Management
Indiana
$5.76M -$52.5K -262 -0.9%
CT
1540
Clearstead Trust
Maine
$5.74M -$1M -5,017 -15%
BWG
1541
Berry Wealth Group
Texas
$5.73M -$268K -1,337 -4%
MWA
1542
Midland Wealth Advisors
Illinois
$5.73M +$345K +1,724 +6%
HCM
1543
Hall Capital Management
Rhode Island
$5.72M -$70.1K -350 -1%
CFGS
1544
Concourse Financial Group Securities
Alabama
$5.72M +$97.9K +489 +2%
SS
1545
Sunbelt Securities
Texas
$5.71M +$66.5K +332 +1%
MCCA
1546
Mill Creek Capital Advisors
Pennsylvania
$5.71M +$149K +742 +3%
FSG
1547
Financial Strategies Group
Michigan
$5.71M +$812K +4,119 +17%
MCM
1548
MV Capital Management
Maryland
$5.71M -$231K -1,155 -4%
MWM
1549
Mattern Wealth Management
Kansas
$5.68M +$122K +609 +2%
ATI
1550
Act Two Investors
California
$5.67M