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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 %
FPCG
501
Fort Pitt Capital Group
Pennsylvania
$41.3M -$140K -699 -0.3%
Wolverine Trading
502
Wolverine Trading
Illinois
$41.1M -$17.3M -86,163 -30%
EAM
503
Erste Asset Management
Austria
$41.1M -$540K -2,700 -1%
MIM
504
Manitou Investment Management
Ontario, Canada
$41.1M -$197K -986 -0.5%
NIM
505
Northeast Investment Management
Massachusetts
$41M -$236K -1,179 -0.6%
GI
506
Gradient Investments
Minnesota
$40.9M -$2M -9,976 -5%
CTA
507
Chesley Taft & Associates
Illinois
$40.8M -$60.7K -303 -0.1%
TNB
508
Thomasville National Bank
Georgia
$40.7M +$344K +1,716 +0.9%
CGH
509
Crossmark Global Holdings
Texas
$40.6M -$1M -5,008 -2%
MSRPS
510
Maryland State Retirement & Pension System
Maryland
$40.5M +$237K +1,321 +0.6%
DJSG
511
D.J. St. Germain
Massachusetts
$40.4M -$604K -3,015 -1%
FNT
512
First National Trust
Pennsylvania
$40.4M -$4.59M -22,933 -10%
SPC
513
Stewart & Patten Company
California
$40.4M -$2.27M -11,357 -5%
OC
514
Oakworth Capital
Alabama
$40.1M -$365K -1,821 -0.9%
CS
515
Central Securities
New York
$40.1M
NSGL
516
No Street GP LP
California
$40.1M
Acadian Asset Management
517
Acadian Asset Management
Massachusetts
$39.7M +$11.8M +58,759 +42%
RT
518
Rockland Trust
Massachusetts
$39.5M -$2.07M -10,317 -5%
WBG
519
Wharton Business Group
Pennsylvania
$39.5M -$430K -2,149 -1%
HCMT
520
Highland Capital Management (Tennessee)
Tennessee
$39.4M +$271K +1,353 +0.7%
BSA
521
Braun Stacey Associates
New York
$39.4M -$75.5K -377 -0.2%
SWM
522
Spire Wealth Management
Virginia
$39.2M +$952K +2,643 +2%
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
$39.2M +$39.2M +195,851 New
AAS
524
Avantax Advisory Services
Texas
$39.2M +$382K +1,909 +1%
ECM
525
Estabrook Capital Management
New York
$38.9M -$766K -3,826 -2%