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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 %
CPC
2726
Cookson Peirce & Co
Pennsylvania
$1.3M -$4.81K -24 -0.4%
NJBEST
2727
New Jersey Better Educational Savings Trust
New Jersey
$1.29M
LAM
2728
LifePro Asset Management
California
$1.29M +$59.1K +295 +5%
TVAMP
2729
Tennessee Valley Asset Management Partners
Tennessee
$1.29M -$1.33M -6,648 -51%
CIG
2730
Cascade Investment Group
Colorado
$1.29M +$38.3K +191 +3%
HCP
2731
Hexagon Capital Partners
Arkansas
$1.29M -$73.7K -368 -5%
ATI
2732
ARK & TLK Investments
Oklahoma
$1.29M
FG
2733
Foster Group
Iowa
$1.28M +$36.3K +181 +3%
AFG
2734
Allegheny Financial Group
Pennsylvania
$1.28M -$164K -821 -11%
VCM
2735
Vision Capital Management
Oregon
$1.28M -$15K -75 -1%
Jacobs Levy Equity Management
2736
Jacobs Levy Equity Management
New Jersey
$1.28M +$314K +1,569 +33%
HWA
2737
Heartwood Wealth Advisors
Virginia
$1.27M -$922K -4,601 -42%
GIP
2738
Greatmark Investment Partners
Georgia
$1.27M +$3.41K +17 +0.3%
CFG
2739
Carr Financial Group
Massachusetts
$1.27M +$428K +2,137 +51%
HWA
2740
HHM Wealth Advisors
Tennessee
$1.27M -$30K -150 -2%
TNA
2741
True North Advisors
Texas
$1.27M +$38.3K +191 +3%
PIM
2742
Profit Investment Management
Maryland
$1.27M
MAC
2743
Mason & Associates (California)
California
$1.27M +$47.5K +237 +4%
PIAS
2744
PCA Investment Advisory Services
Ohio
$1.27M +$19K +95 +2%
CCM
2745
Crew Capital Management
Ohio
$1.27M +$167K +834 +15%
I
2746
InceptionR
California
$1.26M +$1.26M +6,300 New
FDDB
2747
Fidelity D&D Bancorp
Pennsylvania
$1.26M -$53.3K -266 -4%
HP
2748
Hyperion Partners
Pennsylvania
$1.26M -$52.5K -262 -4%
RB
2749
Renasant Bank
Mississippi
$1.26M -$3.21K -16 -0.3%
MAM
2750
McLean Asset Management
Virginia
$1.26M +$789 +4 +0.1%