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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 %
PWM
701
Perigon Wealth Management
California
$24M -$1.69M -8,432 -7%
PCMF
702
Private Capital Management (Florida)
Florida
$23.9M -$10K -50 -0%
PMG
703
ProVise Management Group
Florida
$23.9M -$603K -3,009 -2%
ACIM
704
Azimuth Capital Investment Management
Michigan
$23.8M -$1.92M -9,564 -7%
PWP
705
Perfromance Wealth Partners
Illinois
$23.6M +$3.18M +15,890 +16%
BRWA
706
B. Riley Wealth Advisors
Florida
$23.6M +$2.11M +14,523 +10%
LS
707
Livforsakringsbolaget Skandia
Sweden
$23.6M +$160K +800 +0.7%
CA
708
Clearstead Advisors
Ohio
$23.4M -$507K -2,549 -2%
WSTAM
709
Wilbanks Smith & Thomas Asset Management
Virginia
$23.4M +$293K +1,461 +1%
MAM
710
Martingale Asset Management
Massachusetts
$23.4M -$1.29M -6,439 -5%
FAM
711
Fred Alger Management
New York
$23.4M +$2.9M +14,491 +14%
MLICM
712
Metropolitan Life Insurance Company (MetLife)
New York
$23.4M -$215K -1,073 -0.9%
CIA
713
Choate Investment Advisors
Massachusetts
$23.3M -$1.8M -8,970 -7%
GIA
714
Gladstone Institutional Advisory
Florida
$23.2M -$2.92M -14,558 -11%
AIM
715
Avity Investment Management
Connecticut
$23.2M +$219K +1,093 +1%
LNC
716
Lincoln National Corp
Pennsylvania
$23.1M +$449K +2,240 +2%
SCA
717
Stillwater Capital Advisors
Pennsylvania
$23.1M -$92.5K -462 -0.4%
MYAM
718
Meiji Yasuda Asset Management
Japan
$23M +$1.24M +6,206 +6%
CIM
719
Courant Investment Management
Tennessee
$23M
LF
720
Longbow Finance
Switzerland
$22.9M -$2.24M -11,198 -9%
AUB
721
Atlantic Union Bankshares
Virginia
$22.9M -$937K -4,678 -4%
DMC
722
Drexel Morgan & Co
Pennsylvania
$22.8M +$25K +125 +0.1%
CFIA
723
Cantor Fitzgerald Investment Advisors
New York
$22.7M -$7.31M -36,478 -24%
VV
724
Verity & Verity
South Carolina
$22.6M -$6.77M -33,785 -23%
JMFC
725
J.M. Forbes & Co
Massachusetts
$22.5M -$207K -1,035 -0.9%