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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 %
PA
676
Parallel Advisors
California
$25.2M +$565K +2,821 +2%
HSA
677
HBK Sorce Advisory
Pennsylvania
$25.2M +$210K +1,046 +0.8%
HIP
678
HUB Investment Partners
Texas
$25.1M +$3.75M +18,725 +18%
GT
679
Greenleaf Trust
Michigan
$25.1M +$353K +1,761 +1%
NCM
680
Noesis Capital Mangement
Florida
$25.1M -$832K -4,154 -3%
CJFS
681
Coulter & Justus Financial Services
Tennessee
$25.1M +$25.1M +125,066 New
WI
682
Wafra Inc
New York
$25M
SRC
683
Shufro Rose & Co
New York
$25M -$12.6M -62,708 -33%
NRG
684
Nemes Rush Group
Michigan
$24.9M +$255K +1,271 +1%
VA
685
Vident Advisory
Georgia
$24.9M +$19.3M +96,416 +347%
KFP
686
KMG Fiduciary Partners
Ohio
$24.7M +$134K +670 +0.5%
CANC
687
Culbertson A N & Co
Virginia
$24.6M -$367K -1,834 -1%
AWM
688
Apollon Wealth Management
South Carolina
$24.5M +$69.9K +349 +0.3%
AWAG
689
ARS Wealth Advisors Group
Florida
$24.5M +$452K +2,258 +2%
PIM
690
Penobscot Investment Management
Massachusetts
$24.5M +$802K +4,006 +3%
SC
691
Savant Capital
Illinois
$24.5M -$156K -780 -0.6%
PAS
692
Park Avenue Securities
New York
$24.5M +$362K +1,809 +2%
SDIC
693
South Dakota Investment Council
South Dakota
$24.5M -$3.49M -17,400 -12%
AF
694
Alerus Financial
North Dakota
$24.4M -$608K -3,035 -2%
FAB
695
First American Bank
Illinois
$24.2M +$367K +1,831 +2%
RPI
696
Railway Pension Investments
United Kingdom
$24.1M +$24.1M +120,500 New
DIA
697
Dana Investment Advisors
Wisconsin
$24.1M +$3.58M +17,887 +17%
TRCT
698
Tower Research Capital (TRC)
New York
$24.1M -$62.2M -310,403 -72%
ACH
699
ArrowMark Colorado Holdings
Colorado
$24M -$17.3M -86,500 -42%
CHAM
700
Clear Harbor Asset Management
Connecticut
$24M -$268K -1,338 -1%