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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 %
TA
2776
TKG Advisors
Indiana
$1.22M -$31K -155 -2%
CGFA
2777
Colton Groome Financial Advisors
North Carolina
$1.22M -$102K -510 -8%
AGWCA
2778
Annis Gardner Whiting Capital Advisors
Florida
$1.22M +$183K +913 +18%
SFM
2779
Systematic Financial Management
New Jersey
$1.22M
EBA
2780
Eagle Bay Advisors
New York
$1.21M -$53.9K -269 -4%
DIP
2781
Davis Investment Partners
North Carolina
$1.21M +$15.8K +81 +1%
PAG
2782
Powers Advisory Group
Illinois
$1.21M +$45.3K +226 +4%
MFG
2783
Menard Financial Group
Texas
$1.21M +$77.1K +385 +7%
EA
2784
Ellsworth Advisors
Ohio
$1.21M +$35.6K +195 +3%
NCTC
2785
New Covenant Trust Company
Indiana
$1.21M +$1.21M +6,019 New
MAWA
2786
Moss Adams Wealth Advisors
Washington
$1.21M +$286K +1,427 +31%
HFS
2787
Howard Financial Services
Texas
$1.2M +$24K +120 +2%
BCM
2788
Barden Capital Management
Texas
$1.2M -$23.2K -116 -2%
CCA
2789
Cravens & Co Advisors
Tennessee
$1.2M -$7.41K -37 -0.6%
SAM
2790
Summit Asset Management
Tennessee
$1.2M -$601 -3 -0%
FOA
2791
Five Oceans Advisors
California
$1.2M +$28.2K +141 +2%
PS
2792
Pensionfund Sabic
Netherlands
$1.2M +$601K +3,000 +100%
BRG
2793
Bay Rivers Group
Virginia
$1.2M
QFA
2794
Quantum Financial Advisors
California
$1.2M +$296K +1,476 +33%
KC
2795
Kingfisher Capital
North Carolina
$1.2M +$8.01K +40 +0.7%
LCWP
2796
Legacy Capital Wealth Partners
Arkansas
$1.19M +$319K +2,271 +37%
AFT
2797
Alpha Family Trust
California
$1.19M
FCIM
2798
Fairview Capital Investment Management
California
$1.19M +$108K +539 +10%
DIM
2799
Delta Investment Management
California
$1.19M +$54.1K +270 +5%
CA
2800
Crumly & Associates
Illinois
$1.19M -$4.61K -23 -0.4%