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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 %
LBC
601
Lowe Brockenbrough & Co
Virginia
$31.4M +$2.36M +11,803 +8%
FSA
602
Franklin Street Advisors
North Carolina
$31.4M -$208K -1,040 -0.7%
SBCM
603
Schwerin Boyle Capital Management
Massachusetts
$31.3M -$20.4K -102 -0.1%
SGAM
604
Smith Group Asset Management
Texas
$31.1M -$2.18M -10,888 -7%
OA
605
Oak Associates
Ohio
$31.1M +$200 +1 +0%
Ninety One (UK)
606
Ninety One (UK)
United Kingdom
$31M -$26.8M -133,820 -46%
AFCM
607
Applied Finance Capital Management
Puerto Rico
$30.7M +$3.09M +15,424 +11%
SBH
608
Segall Bryant & Hamill
Illinois
$30.5M -$1.59M -7,948 -5%
AssetMark Inc
609
AssetMark Inc
California
$30.5M -$930K -4,644 -3%
VLKIM
610
Van Lanschot Kempen Investment Management
Netherlands
$30.5M +$4.41M +22,029 +17%
LG
611
LaFleur & Godfrey
Michigan
$30.5M -$3.21M -16,033 -10%
CAM
612
Carret Asset Management
New York
$30.5M -$291K -1,455 -0.9%
HWM
613
HB Wealth Management
Georgia
$30.2M +$898K +4,482 +3%
PCIA
614
Prime Capital Investment Advisors
Kansas
$30.1M -$2.68M -13,356 -8%
FFIC
615
First Fiduciary Investment Counsel
Ohio
$29.9M -$770K -3,846 -3%
VC
616
Vestor Capital
Illinois
$29.9M +$4.08M +20,389 +16%
BMCM
617
Bryn Mawr Capital Management
Pennsylvania
$29.9M +$185K +925 +0.6%
FNBT
618
FineMark National Bank & Trust
Florida
$29.8M -$177K -886 -0.6%
AAF
619
Andra AP-fonden
Sweden
$29.7M +$25.3M +126,200 +574%
QCM
620
Quantinno Capital Management
New York
$29.5M +$6.33M +31,607 +27%
SC
621
SouthState Corp
Florida
$29.5M +$743K +3,710 +3%
NB
622
NBT Bank
New York
$29.3M -$1.17M -5,823 -4%
ASN
623
Advisory Services Network
Georgia
$29.3M +$4.58M +22,875 +19%
NMERB
624
New Mexico Educational Retirement Board
New Mexico
$29.2M -$1.28M -6,400 -4%
WAS
625
Wesleyan Assurance Society
United Kingdom
$29.1M -$991K -4,950 -3%