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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 %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$65.6M +$6.31M +31,517 +11%
SOADOR
377
State of Alaska Department of Revenue
Alaska
$65.2M -$508K -2,535 -0.8%
WB
378
WesBanco Bank
West Virginia
$64.8M +$12.5M +62,175 +24%
JEST
379
JTC Employer Solutions Trustee
Jersey
$64.6M -$2.09M -10,472 -3%
Dodge & Cox
380
Dodge & Cox
California
$64.2M -$995K -4,970 -2%
AAP
381
Aristotle Atlantic Partners
Florida
$63.1M -$3.04M -15,164 -5%
WG
382
Welch Group
Alabama
$63.1M -$2.69M -13,429 -4%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$62.7M -$1.11M -5,566 -2%
CT
384
Cambridge Trust
Massachusetts
$62.4M +$202K +1,008 +0.3%
SF
385
Synovus Financial
Georgia
$62.3M +$901K +4,499 +1%
Renaissance Technologies
386
Renaissance Technologies
New York
$62.2M -$117M -582,551 -65%
WTC
387
WhitTier Trust Company
Nevada
$62.2M +$1.69M +8,442 +3%
WIM
388
Waverton Investment Management
United Kingdom
$61.6M +$626K +3,125 +1%
Lazard Asset Management
389
Lazard Asset Management
New York
$61.3M -$1.27M -6,352 -2%
MHI
390
Miller Howard Investments
New York
$61.2M -$886K -4,422 -1%
ADEF
391
Adams Diversified Equity Fund
Maryland
$61M
AA
392
Ancora Advisors
Ohio
$60.9M +$725K +3,619 +1%
Vontobel Holding
393
Vontobel Holding
Switzerland
$60.8M -$7.03M -35,073 -10%
FT
394
Fiduciary Trust
Massachusetts
$60.7M +$1.95M +9,712 +3%
BF
395
BOK Financial
Oklahoma
$60.4M +$8.42M +42,316 +16%
FTF
396
Freedom Together Foundation
New York
$60.1M
LWCA
397
Locust Wood Capital Advisers
New York
$59.4M -$22.5M -112,321 -27%
BPWM
398
Badgley Phelps Wealth Managers
Washington
$59M +$1.04M +5,168 +2%
CIP
399
Cornerstone Investment Partners
Georgia
$58.9M -$5.26M -26,273 -8%
ATC
400
Argent Trust Co
Tennessee
$58.7M -$197K -985 -0.3%