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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 %
SWP
476
Stratos Wealth Partners
Ohio
$44.6M +$415K +2,070 +0.9%
PCM
477
Polaris Capital Management
Massachusetts
$44.5M -$16.5M -82,200 -27%
CI
478
Conning Inc
Connecticut
$44.3M -$2.13M -10,672 -5%
MIF
479
Mediolanum International Funds
Ireland
$44M +$44M +220,510 New
KRS
480
Kentucky Retirement Systems
Kentucky
$44M -$2.36M -11,760 -5%
LA
481
LBP AM
France
$43.8M -$2.07M -10,348 -5%
Two Sigma Advisers
482
Two Sigma Advisers
New York
$43.8M +$43.8M +218,600 New
RCM
483
Rokos Capital Management
United Kingdom
$43.8M +$43.8M +218,431 New
PCM
484
Patient Capital Management
Maryland
$43.4M -$10.4M -51,687 -19%
MME
485
Meag Munich Ergo
Germany
$43.4M -$8.57M -42,796 -16%
BCI
486
Brinker Capital Investments
Pennsylvania
$43.3M -$1.62M -8,092 -4%
OPS
487
Orion Portfolio Solutions
Nebraska
$43.3M -$1.62M -8,092 -4%
NIMI
488
Natixis Investment Managers International
France
$43.3M +$14M +69,820 +48%
IMRF
489
Illinois Municipal Retirement Fund
Illinois
$43.2M +$1.53M +7,632 +4%
VVP
490
Venture Visionary Partners
Ohio
$43M -$5.43M -27,100 -11%
Point72 Asset Management
491
Point72 Asset Management
Connecticut
$42.9M +$27.4M +136,567 +176%
HCMG
492
Howard Capital Management Group
California
$42.8M +$452K +2,259 +1%
CIA
493
Capital Investment Advisors
Georgia
$42.7M +$986K +4,925 +2%
KFC
494
Klingenstein Fields & Co
New York
$42.7M -$1.19M -5,931 -3%
FL
495
FreeGulliver LLC
Louisiana
$42.5M +$4.29M +21,403 +11%
MCM
496
Mill Capital Management
North Carolina
$42.4M -$2.28M -11,390 -5%
CSIC
497
Clifford Swan Investment Counsel
California
$42.2M -$1.47M -7,359 -3%
TCOV
498
Trust Company of Vermont
Vermont
$41.8M +$8.78M +43,839 +27%
WT
499
Washington Trust
Rhode Island
$41.7M -$1.88M -9,365 -4%
JAM
500
Jupiter Asset Management
United Kingdom
$41.6M +$22M +110,036 +113%