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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 %
CFB
326
Cullen/Frost Bankers
Texas
$80.5M -$985K -4,917 -1%
GPA
327
Guidance Point Advisors
Massachusetts
$80.5M +$149K +744 +0.2%
BAM
328
Berkshire Asset Management
Pennsylvania
$79.9M -$11.3M -56,304 -12%
BAMF
329
BI Asset Management Fondsmaeglerselskab
Denmark
$79.8M +$7.34M +36,660 +10%
MOACM
330
Mutual of America Capital Management
New York
$79.7M -$1.29M -6,426 -2%
ABC
331
Associated Banc-Corp
Wisconsin
$79.6M -$216K -1,076 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
332
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$79.2M -$19.4M -96,837 -20%
BCM
333
Becker Capital Management
Oregon
$79.1M -$1.21M -6,055 -2%
NYLIM
334
New York Life Investment Management
New York
$79.1M -$3.07M -15,332 -4%
TH
335
TCTC Holdings
Texas
$77.8M +$108K +537 +0.1%
CPSAC
336
Chas P. Smith & Associates (CPS)
Florida
$77.8M +$413K +2,063 +0.5%
HR
337
Hardy Reed
Mississippi
$76.6M -$33.9K -169 -0%
PS
338
Portfolio Strategies
New York
$76.6M +$76.6M +382,549 New
CAN
339
Cetera Advisor Networks
California
$76.6M +$1.79M +8,929 +2%
NC
340
Nicholas Company
Wisconsin
$76.6M
GFI
341
Global Frontier Investments
South Carolina
$75.9M
SG Americas Securities
342
SG Americas Securities
New York
$75.8M +$38M +189,489 +100%
VDI
343
Vaughan David Investments
Illinois
$75.2M +$239K +1,191 +0.3%
WPC
344
Waters Parkerson & Co
Louisiana
$74.8M -$1.5M -7,502 -2%
MIH
345
Meitav Investment House
Israel
$74.8M +$93.8K +468 +0.1%
SC
346
Sapient Capital
Indiana
$74.7M -$387K -1,930 -0.5%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$74.1M +$4.59M +22,923 +7%
Envestnet Portfolio Solutions
348
Envestnet Portfolio Solutions
Illinois
$73.8M +$8.73M +43,600 +13%
SCP
349
Seizert Capital Partners
Michigan
$73.8M +$752K +3,756 +1%
QPBE
350
Quintet Private Bank (Europe)
Luxembourg
$73.4M -$12.7M -55,510 -15%