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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 %
AAIS
626
ABN AMRO Investment Solutions
$29M -$1.31M -6,522 -4%
NRS
627
Neville Rodie & Shaw
New York
$29M +$526K +2,625 +2%
PCM
628
Parsons Capital Management
Rhode Island
$29M -$196K -978 -0.7%
VFA
629
Valeo Financial Advisors
Indiana
$28.9M -$1.72M -10,356 -6%
TCM
630
TAM Capital Management
Connecticut
$28.9M
RP
631
Regal Partners
Australia
$28.9M -$2.43M -12,116 -8%
SA
632
SpiderRock Advisors
Delaware
$28.8M +$28.8M +149,344 New
MCM
633
Moore Capital Management
New York
$28.7M +$28.7M +143,426 New
OIA
634
OneDigital Investment Advisors
Kansas
$28.7M -$1.47M -7,351 -5%
AT
635
Arvest Trust
Oklahoma
$28.6M -$1.8M -8,963 -6%
SCA
636
Snowden Capital Advisors
New York
$28.5M +$3M +14,967 +12%
USCWA
637
U.S. Capital Wealth Advisors
Texas
$28.5M -$7.94M -39,653 -22%
FFA
638
First Foundation Advisors
California
$28.4M -$1.14M -5,716 -4%
AWM
639
Absher Wealth Management
North Carolina
$28.1M -$991K -4,949 -3%
BG
640
Bollard Group
Massachusetts
$28.1M +$169K +844 +0.6%
IWC
641
Integrated Wealth Concepts
Massachusetts
$28M +$1.52M +7,601 +6%
PP
642
Patten & Patten
Tennessee
$27.9M +$295K +1,475 +1%
PCM
643
Palisade Capital Management
New Jersey
$27.9M -$6.47M -32,306 -19%
ELC
644
Edgar Lomax Company
Virginia
$27.8M -$41M -204,858 -60%
NCM
645
Narwhal Capital Management
Georgia
$27.6M +$1.83M +9,140 +7%
MYLI
646
Meiji Yasuda Life Insurance
Japan
$27.6M +$2.76M +13,799 +11%
AHB
647
Abner Herrman & Brock
New Jersey
$27.4M -$1M -5,001 -4%
ONB
648
Old National Bancorp
Indiana
$27.3M -$4.19M -20,931 -13%
PFS
649
Prospera Financial Services
Texas
$27.3M +$25.6K +128 +0.1%
B
650
Bailard
California
$27.2M -$208K -1,038 -0.8%