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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 %
NSIM
401
North Star Investment Management
Illinois
$58.5M +$30.2K +151 +0.1%
Barrow, Hanley, Mewhinney & Strauss
402
Barrow, Hanley, Mewhinney & Strauss
Texas
$58.2M +$559K +2,793 +1%
CS
403
Cannell & Spears
New York
$57.7M +$14.9M +74,305 +35%
MHC
404
Meyer Handelman Company
New York
$56.8M +$4.51M +22,518 +9%
TAM
405
Tocqueville Asset Management
New York
$56.8M -$1.25M -6,225 -2%
NW
406
NewEdge Wealth
Pennsylvania
$56.7M +$5.85M +30,537 +12%
DRZID
407
DePrince Race & Zollo Inc (DRZ)
Florida
$56.4M -$5.93M -29,605 -10%
RMA
408
Roffman Miller Associates
Pennsylvania
$56.4M -$2.23M -11,124 -4%
FWIA
409
Fort Washington Investment Advisors
Ohio
$56.2M -$3.86M -19,280 -6%
Credit Agricole
410
Credit Agricole
France
$55.6M +$22.7M +125,380 +69%
PI
411
PGGM Investments
Netherlands
$55.5M +$6.86M +34,242 +14%
SFA
412
Sequoia Financial Advisors
Ohio
$55.1M -$1.19M -5,940 -2%
SI
413
Stephens Inc
Arkansas
$54.8M +$2.93M +14,629 +6%
BIAS
414
Beacon Investment Advisory Services
New Jersey
$54.3M +$197K +983 +0.4%
AI
415
Atria Investments
North Carolina
$53.7M -$1.69M -8,442 -3%
CVA
416
Ceredex Value Advisors
Florida
$53.7M -$11M -54,769 -17%
CIS
417
Capital International Sarl
California
$53.4M +$6.05M +30,221 +13%
Wealthfront Advisers
418
Wealthfront Advisers
California
$53M +$299K +1,494 +0.6%
EMPI
419
Elo Mutual Pension Insurance
Finland
$52.9M +$2.09M +10,437 +4%
SC
420
Searle & Co
Connecticut
$52.5M -$2.6K -13 -0%
NIM
421
Nexus Investment Management
Ontario, Canada
$52.3M -$182K -910 -0.3%
ST
422
Sabal Trust
Florida
$51.9M -$1.6M -7,971 -3%
CTB
423
Country Trust Bank
Illinois
$51.9M -$3.77M -18,809 -7%
VPIM
424
Vanguard Personalized Indexing Management
California
$51.7M +$4.73M +23,617 +10%
DWM
425
Destination Wealth Management
California
$51.2M -$1.87M -9,343 -4%