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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 %
CTC
1876
Cetera Trust Company
Minnesota
$3.82M -$135K -675 -3%
HBT
1877
Heartland Bank & Trust
Illinois
$3.82M -$122K -607 -3%
OC
1878
Opinicus Capital
Florida
$3.82M +$423K +2,112 +12%
PWCM
1879
Processus Wealth & Capital Management
Tennessee
$3.82M +$101K +502 +3%
BWM
1880
BCGM Wealth Management
Indiana
$3.82M +$103K +516 +3%
GM
1881
GeoWealth Management
Illinois
$3.82M +$1.04M +5,187 +37%
IAS
1882
Investment Advisory Services
Texas
$3.81M -$69.5K -347 -2%
DR
1883
Davis Rea
Ontario, Canada
$3.81M -$3.34M -16,660 -47%
TFA
1884
Trinity Financial Advisors
Ohio
$3.8M -$619K -3,089 -14%
RMAM
1885
Raab & Moskowitz Asset Management
New Jersey
$3.8M +$8.81K +44 +0.2%
NRC
1886
New Republic Capital
North Carolina
$3.8M +$1.36M +6,778 +56%
OAM
1887
Oak Asset Management
California
$3.8M -$12K -60 -0.3%
IP
1888
Investment Partners
Ohio
$3.8M -$71.1K -355 -2%
BIP
1889
Blueprint Investment Partners
North Carolina
$3.79M +$190K +948 +5%
BDS
1890
Banco de Sabadell
Florida
$3.79M -$214K -1,072 -5%
CH
1891
Canton Hathaway
Rhode Island
$3.79M -$140K -700 -4%
MIM
1892
Miller Investment Management
Pennsylvania
$3.79M
TCPW
1893
Twin City Private Wealth
North Carolina
$3.79M +$3.79M +18,902 New
RP
1894
Raelipskie Partnership
Ontario, Canada
$3.78M -$129K -643 -3%
NG
1895
Norden Group
Utah
$3.78M +$3.78M +18,869 New
WWM
1896
WT Wealth Management
Arizona
$3.78M -$91.3K -456 -2%
GWM
1897
Graybill Wealth Management
Illinois
$3.78M -$7.41K -37 -0.2%
CCA
1898
Criterion Capital Advisors
Tennessee
$3.77M +$133K +663 +4%
JSL
1899
JT Stratford LLC
Georgia
$3.77M -$114K -568 -3%
AAM
1900
Aureus Asset Management
Massachusetts
$3.76M -$100K -501 -3%