JPM icon

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 %
AHC
726
Adell Harriman & Carpenter
Texas
$22.5M -$144K -717 -0.6%
DCM
727
Dupont Capital Management
Delaware
$22.3M -$1.46M -7,281 -6%
ZCM
728
Ziegler Capital Management
Illinois
$22.3M -$6.25M -31,570 -22%
DP
729
Dearborn Partners
Illinois
$22.2M +$5.81K +29 +0%
KWM
730
Kingsview Wealth Management
Oregon
$22.2M +$1.06M +5,281 +5%
JPMIA
731
J.P. Marvel Investment Advisors
Massachusetts
$22.2M -$3.41K -17 -0%
NB
732
Norinchukin Bank
Japan
$22.2M -$831K -4,150 -4%
LW
733
Linscomb Wealth
Texas
$22.1M -$454K -2,266 -2%
SIMG
734
Sonora Investment Management Group
Arizona
$22.1M -$72.7K -363 -0.3%
WTB
735
Washington Trust Bank
Washington
$22M -$515K -2,571 -2%
TYCC
736
Texas Yale Capital Corp
Florida
$21.9M +$11.4K +57 +0.1%
BHIA
737
Birch Hill Investment Advisors
Massachusetts
$21.8M -$1.57M -7,823 -7%
GIM
738
Grassi Investment Management
California
$21.7M +$10.4K +52 +0%
FAT
739
First American Trust
California
$21.6M +$603K +3,011 +3%
BWFA
740
Baltimore-Washington Financial Advisors
Maryland
$21.5M +$5.53M +27,620 +35%
HLCM
741
Hi-Line Capital Management
South Dakota
$21.5M -$203K -1,014 -0.9%
WB
742
Webster Bank
Connecticut
$21.5M +$195K +974 +0.9%
BFEC
743
Benjamin F. Edwards & Company
Missouri
$21.4M +$1.32M +6,614 +7%
FCH
744
Freestone Capital Holdings
Washington
$21.4M +$860K +4,296 +4%
CTA
745
Colonial Trust Advisors
South Carolina
$21.4M +$242K +1,206 +1%
M
746
MOTCO
Texas
$21.3M -$576K -2,875 -3%
EF
747
Empirical Finance
Pennsylvania
$21.3M +$699K +3,490 +3%
WC
748
Whitney & Co
New York
$21.3M -$88.7K -443 -0.4%
IEFM
749
IQ EQ Fund Management
Ireland
$21.2M -$1.56M -7,798 -7%
SW
750
Simplicity Wealth
New Jersey
$21.2M +$20.8M +103,659 +4,773%