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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 %
DWM
551
Dakota Wealth Management
Florida
$36.3M +$7.89M +39,410 +28%
WAM
552
Wilsey Asset Management
California
$36M -$971K -4,850 -3%
CFG
553
Citizens Financial Group
Rhode Island
$36M +$240K +1,196 +0.7%
NFC
554
Northeast Financial Consultants
Connecticut
$35.9M +$234K +1,169 +0.7%
ACA
555
Aptus Capital Advisors
Alabama
$35.8M +$3.44M +17,168 +11%
IAA
556
Independent Advisor Alliance
North Carolina
$35.8M -$2.91M -14,510 -8%
EH
557
Equitable Holdings
New York
$35.7M +$179K +893 +0.5%
AAIM
558
American Assets Investment Management
California
$35.6M
BCP
559
Blue Chip Partners
Michigan
$35.5M -$732K -3,653 -2%
NP
560
NS Partners
United Kingdom
$35.5M -$933K -4,659 -3%
SFI
561
Susquehanna Fundamental Investments
Pennsylvania
$35.5M +$35.5M +177,156 New
ACA
562
Anchor Capital Advisors
Massachusetts
$35.2M -$4.49M -22,408 -11%
KIA
563
KCM Investment Advisors
California
$35.2M +$1.06M +5,294 +3%
AA
564
ALPS Advisors
Colorado
$35.2M +$242K +1,210 +0.7%
SSWM
565
Smith Salley Wealth Management
North Carolina
$35M -$9.52M -47,538 -21%
CTC
566
Central Trust Company
Missouri
$35M -$647K -3,230 -2%
JAFL
567
Jay A. Fishman Ltd
Michigan
$34.5M -$317K -1,585 -0.9%
CTI
568
Community Trust & Investment
Kentucky
$34.5M -$1.28M -6,373 -4%
Jones Financial Companies
569
Jones Financial Companies
Missouri
$34.2M +$7.27M +36,276 +27%
RC
570
Randolph Company
Ohio
$34.2M -$51.5K -257 -0.2%
SAM
571
Securian Asset Management
Minnesota
$34.1M -$2.57M -12,817 -7%
AIM
572
Allen Investment Management
New York
$34.1M -$382K -1,905 -1%
MIA
573
MMBG Investment Advisors
Florida
$34M -$74.1K -370 -0.2%
TC
574
TownSquare Capital
Utah
$34M +$7.44M +37,125 +28%
DDPIC
575
Deroy & Devereaux Private Investment Counsel
Michigan
$34M -$1.21M -6,042 -3%