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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 %
DWP
451
Daymark Wealth Partners
Ohio
$48.2M +$331K +2,336 +0.7%
A
452
Allianz
Germany
$48.1M +$48.1M +240,327 New
AIM
453
Achmea Investment Management
Netherlands
$48M -$574K -2,867 -1%
Lido Advisors
454
Lido Advisors
California
$47.4M -$434K -2,168 -0.9%
BB
455
Busey Bank
Illinois
$47.3M +$76.1K +380 +0.2%
IP
456
Interval Partners
New York
$47.3M +$1.44M +7,171 +3%
ISL
457
Ingalls & Snyder LLC
New York
$47.2M -$706K -3,526 -1%
PF
458
Phoenix Financial
Israel
$47M +$7.9M +39,424 +20%
PWP
459
Private Wealth Partners
California
$46.9M -$689K -3,438 -1%
WSFS
460
Wilmington Savings Fund Society
Delaware
$46.6M +$46.6M +232,454 New
BBVA
461
Banco Bilbao Vizcaya Argentaria
Spain
$46.5M -$7.79M -38,988 -14%
SIC
462
Salem Investment Counselors
North Carolina
$46.3M +$882K +4,402 +2%
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$46.3M -$2.96M -14,753 -6%
SDJVC
464
St. Denis J. Villere & Co
Louisiana
$46.2M -$601K -3,000 -1%
TAM
465
Todd Asset Management
Kentucky
$46M -$3.6M -17,957 -7%
MWM
466
Moran Wealth Management
Florida
$45.9M +$7.22M +36,068 +19%
NLGIA
467
Nippon Life Global Investors Americas
New York
$45.8M +$3.01M +15,010 +7%
BCM
468
Bridgeway Capital Management
Texas
$45.8M -$45.1K -225 -0.1%
JIC
469
Johnson Investment Counsel
Ohio
$45.6M -$7.72M -38,558 -14%
PR
470
Payden & Rygel
California
$45.4M -$4.93M -24,600 -10%
PRIG
471
Payden & Rygel Investment Group
California
$45.4M +$45.4M +226,750 New
HIMC
472
Heritage Investors Management Corp
Maryland
$45.4M -$1.35M -6,717 -3%
BAAM
473
Baker Avenue Asset Management
California
$45.3M +$190K +949 +0.4%
NAM
474
NorthCrest Asset Manangement
Minnesota
$45.1M -$663K -3,310 -1%
BP
475
BNP Paribas
France
$45.1M +$45.1M +227,429 New