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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 %
KCG
1551
Kinsale Capital Group
Virginia
$5.66M +$876K +4,373 +18%
MSA
1552
Marino Stram & Associates
Massachusetts
$5.65M +$12.8K +64 +0.2%
CWP
1553
CFM Wealth Partners
Texas
$5.64M +$156K +779 +3%
EPW
1554
Evergreen Private Wealth
Colorado
$5.64M -$209K -1,043 -4%
SFS
1555
Strategic Financial Services
New York
$5.63M -$160K -799 -3%
TNBTD
1556
Trustmark National Bank Trust Department
Mississippi
$5.63M +$1.03M +5,136 +22%
LOAME
1557
Lombard Odier Asset Management (Europe)
United Kingdom
$5.63M +$5.63M +28,085 New
CRCM
1558
Crystal Rock Capital Management
Illinois
$5.62M
MFS
1559
Monetta Financial Services
Illinois
$5.61M
CWAG
1560
Compton Wealth Advisory Group
Virginia
$5.6M +$35.5K +177 +0.6%
LWM
1561
LJI Wealth Management
Indiana
$5.59M -$22.4K -112 -0.4%
SW
1562
SkyOak Wealth
Michigan
$5.59M +$80.1K +400 +1%
LRWA
1563
Long Run Wealth Advisors
New York
$5.59M -$19.4K -97 -0.3%
BCFS
1564
Butensky & Cohen Financial Security
Florida
$5.58M -$570K -2,845 -9%
FNBOMD
1565
First National Bank of Mount Dora
Florida
$5.58M -$159K -793 -3%
HL
1566
HeadInvest LLC
Maine
$5.58M -$255K -1,271 -4%
OPA
1567
Old Port Advisors
Maine
$5.57M -$62.3K -311 -1%
COI
1568
Connable Office Inc
Michigan
$5.56M -$270K -1,346 -5%
CWP
1569
Concord Wealth Partners
Virginia
$5.55M +$1.17M +5,858 +27%
ST
1570
Smithfield Trust
Pennsylvania
$5.55M -$277K -1,385 -5%
CIG
1571
Consolidated Investment Group
Colorado
$5.55M
AIM
1572
Athena Investment Management
California
$5.54M -$134K -669 -2%
ACM
1573
Alta Capital Management
Utah
$5.54M +$175K +874 +3%
RI
1574
Redwood Investments
Massachusetts
$5.53M -$89.3K -509 -2%
HKIM
1575
Hayek Kallen Investment Management
Alabama
$5.52M +$60.3K +301 +1%