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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 %
YC
776
Yarbrough Capital
Tennessee
$19.6M
FG
777
Fiduciary Group
Georgia
$19.4M -$494K -2,465 -2%
VIM
778
Vinva Investment Management
Australia
$19.4M +$3.05M +15,221 +19%
VF
779
Vest Financial
Virginia
$19.3M +$2.94M +14,666 +18%
ECG
780
Edge Capital Group
Georgia
$19.2M +$6.41M +31,999 +50%
KRSITF
781
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$19.1M -$1.52M -7,590 -7%
TCOT
782
Trust Company of Toledo
Ohio
$19.1M +$416K +2,075 +2%
MIA
783
MainStreet Investment Advisors
Illinois
$19.1M -$565K -2,819 -3%
SCM
784
Shelton Capital Management
Colorado
$19M -$2.76M -13,787 -13%
LNWWM
785
Laird Norton Wetherby Wealth Management
California
$19M -$41.3K -206 -0.2%
BBHC
786
Brown Brothers Harriman & Co
New York
$19M +$705K +3,519 +4%
UAS
787
United Asset Strategies
New York
$18.9M -$421K -2,102 -2%
GCM
788
Graham Capital Management
Connecticut
$18.9M -$12.1M -60,645 -39%
LNB
789
Ledyard National Bank
$18.9M -$564K -2,814 -3%
DAS
790
Dynamic Advisor Solutions
Arizona
$18.8M -$254K -1,268 -1%
TPCW
791
TD Private Client Wealth
New York
$18.8M +$36.5K +182 +0.2%
FNFDCM
792
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$18.8M -$37.3K -186 -0.2%
CAMG
793
CWA Asset Management Group
Florida
$18.8M +$1.03M +5,134 +6%
WCMN
794
Westchester Capital Management (Nebraska)
Nebraska
$18.8M +$88.5K +442 +0.5%
EDRH
795
Edmond de Rothschild Holding
Switzerland
$18.8M -$8.77M -43,773 -32%
BWP
796
Baldwin Wealth Partners
Massachusetts
$18.8M -$147K -732 -0.8%
BBI
797
Baxter Bros Inc
Connecticut
$18.7M -$255K -1,273 -1%
TW
798
Transform Wealth
Colorado
$18.7M -$1.86M -9,282 -9%
BIC
799
Beach Investment Counsel
Pennsylvania
$18.7M
RPC
800
Rossmore Private Capital
Connecticut
$18.7M +$27.4K +137 +0.1%