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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 %
MC
651
Moors & Cabot
Massachusetts
$27.1M +$581K +2,903 +2%
DMIC
652
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.9M -$467K -2,332 -2%
ECM
653
Evergreen Capital Management
Washington
$26.9M +$7.81K +39 +0%
TBA
654
Tower Bridge Advisors
Pennsylvania
$26.8M -$3.07M -15,314 -10%
CA
655
Callahan Advisors
Texas
$26.8M -$997K -4,976 -4%
KCM
656
Kanawha Capital Management
Virginia
$26.8M +$319K +1,592 +1%
HPG
657
Harvest Portfolios Group
Ontario, Canada
$26.8M -$2.61M -13,045 -9%
OPCM
658
Osborne Partners Capital Management
California
$26.6M -$347K -1,730 -1%
AIMC
659
Alley Investment Management Company
Illinois
$26.6M -$308K -1,539 -1%
LCM
660
Logan Capital Management
Pennsylvania
$26.4M -$1.35M -6,738 -5%
GL
661
Gemsstock Ltd
United Kingdom
$26.3M -$7.33M -36,600 -22%
AFG
662
Albion Financial Group
Utah
$26.2M -$122K -610 -0.5%
RAM
663
Rempart Asset Management
Canada
$26.1M -$27.8K -139 -0.1%
SGK
664
Steigerwald Gordon & Koch
Virginia
$26.1M +$58.1K +290 +0.2%
GVAG
665
Great Valley Advisor Group
Delaware
$26.1M -$346K -1,725 -1%
RC
666
RBO & Co
California
$26M -$233K -1,162 -0.9%
EIP
667
Easterly Investment Partners
Massachusetts
$25.9M -$5.21M -26,026 -17%
BCM
668
Bourgeon Capital Management
Connecticut
$25.8M +$210K +1,050 +0.8%
RMC
669
Resources Management Corp
Connecticut
$25.7M -$1.8M -9,004 -7%
BBA
670
BLB&B Advisors
Pennsylvania
$25.6M +$75.1K +375 +0.3%
TA
671
TruWealth Advisors
Louisiana
$25.6M +$70.3K +351 +0.3%
WAM
672
Weiss Asset Management
Massachusetts
$25.3M +$25.3M +126,217 New
FLII
673
First Long Island Investors
New York
$25.2M -$692K -3,457 -3%
HF
674
HRT Financial
New York
$25.2M +$5.72M +28,557 +29%
FDCP
675
Foster Dykema Cabot & Partners
Massachusetts
$25.2M -$2.78M -13,900 -10%