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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 %
SHFA
751
SS&H Financial Advisors
Michigan
$21.2M -$255K -1,275 -1%
CAM
752
Congress Asset Management
Massachusetts
$21.2M -$302K -1,510 -1%
Group One Trading
753
Group One Trading
Illinois
$21M +$7.84M +39,146 +60%
RCP
754
Rothschild Capital Partners
New York
$20.9M
MA
755
Mutual Advisors
Nebraska
$20.7M -$21K -105 -0.1%
TI
756
Tidal Investments
Wisconsin
$20.7M +$4.66M +23,248 +29%
UBV
757
United Bank (Virginia)
Virginia
$20.6M -$140K -701 -0.7%
BCV
758
Banque Cantonale Vaudoise
Switzerland
$20.5M -$1.16M -5,791 -5%
BCM
759
BTC Capital Management
Iowa
$20.5M +$20.5M +102,248 New
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$20.4M -$33.7K -168 -0.2%
CWM
761
Cabot Wealth Management
Massachusetts
$20.4M -$948K -4,731 -4%
TC
762
TwinBeech Capital
New York
$20.4M +$20.4M +101,832 New
WS
763
Wedbush Securities
California
$20.4M +$1.15M +5,719 +6%
CA
764
CSM Advisors
Pennsylvania
$20.4M +$395K +1,970 +2%
CIG
765
Cullen Investment Group
Louisiana
$20.4M +$245K +1,233 +1%
AAS
766
Annex Advisory Services
Wisconsin
$20.3M +$519K +2,589 +3%
BFA
767
Bragg Financial Advisors
North Carolina
$20.2M -$222K -1,108 -1%
CNBT
768
Canandaigua National Bank & Trust
New York
$20.2M -$1.25M -6,258 -6%
Hudson Bay Capital Management
769
Hudson Bay Capital Management
Connecticut
$20M +$20M +100,000 New
HCM
770
Hodges Capital Management
Texas
$20M -$4.37M -11,716 -18%
PCA
771
Pallas Capital Advisors
Massachusetts
$19.9M +$801K +4,001 +4%
TTWM
772
TCV Trust & Wealth Management
Virginia
$19.9M -$584K -2,915 -3%
FA
773
Fiduciary Alliance
South Carolina
$19.9M -$830K -4,171 -4%
CAC
774
Core Alternative Capital
Georgia
$19.8M -$1.96M -9,779 -9%
AHC
775
Anderson Hoagland & Co
Missouri
$19.6M -$223K -1,142 -1%