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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 %
MFG
2551
Monte Financial Group
Connecticut
$1.64M
Q
2552
QVR
California
$1.64M +$1.64M +8,173 New
KA
2553
Kozak & Associates
Colorado
$1.63M -$36.6K -181 -2%
Eagle Capital Management (New York)
2554
Eagle Capital Management (New York)
New York
$1.63M -$133K -662 -8%
PL
2555
Plancorp LLC
Missouri
$1.63M +$246K +1,228 +18%
PG
2556
Proffitt & Goodson
Tennessee
$1.63M -$37.9K -189 -2%
MSCM
2557
McElhenny Sheffield Capital Management
Texas
$1.63M +$18.2K +91 +1%
AIA
2558
Alera Investment Advisors
Illinois
$1.63M +$31.2K +156 +2%
BSSFA
2559
Baron Silver Stevens Financial Advisors
Florida
$1.63M +$262K +1,310 +19%
BCM
2560
BluePath Capital Management
Georgia
$1.63M +$55.5K +277 +4%
TF
2561
TLWM Financial
Texas
$1.62M -$39.1K -195 -2%
RL
2562
Rogco LP
Oklahoma
$1.62M -$63.1K -315 -4%
TFP
2563
Tilia Fiduciary Partners
North Carolina
$1.62M -$28.4K -142 -2%
FGI
2564
Foresight Global Investors
New York
$1.62M
ACM
2565
Accent Capital Management
Ohio
$1.61M +$354K +1,769 +28%
CS
2566
Capital Square
Tennessee
$1.61M -$24.6K -123 -2%
EM
2567
ELCO Management
New York
$1.61M -$3.81K -19 -0.2%
LCGC
2568
Legacy Capital Group California
California
$1.61M -$52.9K -264 -3%
CCA
2569
Cora Capital Advisors
New Jersey
$1.61M -$13.4K -67 -0.8%
MC
2570
Machina Capital
France
$1.61M +$1.13M +5,641 +237%
CC
2571
Commons Capital
Massachusetts
$1.6M +$7.61K +38 +0.5%
VC
2572
Veracity Capital
Georgia
$1.6M +$6.21K +31 +0.4%
GCM
2573
GoodHaven Capital Management
New Jersey
$1.6M
KSWWM
2574
Keyes Stange & Wooten Wealth Management
Florida
$1.6M -$40.1K -200 -2%
FCAS
2575
First Command Advisory Services
Texas
$1.6M +$105K +523 +7%