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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 %
MIFH
426
Migdal Insurance & Financial Holdings
Israel
$51.2M +$22.6K +113 +0%
JFG
427
Jefferies Financial Group
New York
$51.1M +$20.1M +100,314 +65%
IC
428
IEQ Capital
California
$50.8M +$2.17M +10,851 +4%
MG
429
Markel Group
Virginia
$50.6M
SW
430
SVB Wealth
Massachusetts
$50.4M -$2.85M -14,221 -5%
ZIC
431
ZWJ Investment Counsel
Georgia
$50.3M -$266K -1,328 -0.5%
GI
432
GAMCO Investors
Connecticut
$50.3M -$1.09M -5,432 -2%
ACM
433
Argent Capital Management
Missouri
$50.2M -$535K -2,671 -1%
PCH
434
Polar Capital Holdings
United Kingdom
$50.1M -$1.93M -9,639 -4%
MWM
435
Modera Wealth Management
New Jersey
$49.9M -$1.37M -6,860 -3%
HW
436
Hancock Whitney
Mississippi
$49.8M +$1.23M +6,164 +3%
FP
437
Foundry Partners
Minnesota
$49.6M -$3.93M -19,596 -7%
CAG
438
Crestwood Advisors Group
Massachusetts
$49.5M +$158K +789 +0.3%
OPERF
439
Oregon Public Employees Retirement Fund
Oregon
$49.5M +$4.25M +21,200 +9%
TAM
440
Taurus Asset Management
New York
$49.5M -$1.37M -6,816 -3%
GIBU
441
Gulf International Bank (UK)
United Kingdom
$49.4M +$808K +4,033 +2%
MCI
442
McDonald Capital Investors
California
$49.4M -$796K -3,975 -2%
HPC
443
HM Payson & Co
Maine
$49.3M -$1.06M -5,309 -2%
CI
444
Cambiar Investors
Colorado
$49M -$15.5M -77,550 -24%
FHA
445
First Horizon Advisors
Tennessee
$48.9M +$1.11M +5,537 +2%
HP
446
Hosking Partners
United Kingdom
$48.8M -$147K -735 -0.3%
KPWS
447
Kestra Private Wealth Services
Texas
$48.7M +$374K +1,865 +0.8%
BIM
448
Bridges Investment Management
Nebraska
$48.2M -$579K -2,891 -1%
First Manhattan
449
First Manhattan
New York
$48.2M -$520K -2,595 -1%
SCTC
450
Sanibel Captiva Trust Company
Florida
$48.2M +$816K +4,075 +2%