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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 %
CC
801
Courier Capital
New York
$18.6M -$389K -1,940 -2%
CCC
802
Cincinnati Casualty Company
Ohio
$18.6M
CSUI
803
Cincinnati Specialty Underwriters Insurance
Ohio
$18.6M
JWM
804
JGP Wealth Management
Oregon
$18.6M -$2.55M -12,731 -12%
TF
805
Talbot Financial
Washington
$18.6M +$161K +806 +0.9%
KCM
806
Kornitzer Capital Management
Kansas
$18.6M +$207K +1,034 +1%
EWM
807
Edge Wealth Management
New York
$18.6M -$332K -1,657 -2%
TIP
808
Torray Investment Partners
Maryland
$18.5M -$1.86M -9,273 -9%
PA
809
Procyon Advisors
Connecticut
$18.5M -$34.1K -170 -0.2%
PAM
810
Peak Asset Management
Colorado
$18.5M -$41.5K -207 -0.2%
GC
811
Grimes & Company
Massachusetts
$18.5M +$223K +1,113 +1%
Assenagon Asset Management
812
Assenagon Asset Management
Luxembourg
$18.4M -$369K -1,843 -2%
GCA
813
Guardian Capital Advisors
Ontario, Canada
$18.4M -$843K -4,682 -4%
NMIMC
814
Northwestern Mutual Investment Management Company
Wisconsin
$18.4M +$45.7K +228 +0.2%
GIA
815
GHP Investment Advisors
Colorado
$18.3M +$225K +1,122 +1%
LIM
816
Leavell Investment Management
Alabama
$18.3M +$482K +2,406 +3%
FFBTD
817
First Financial Bank - Trust Division
Ohio
$18.3M -$772K -3,855 -4%
VSI
818
Verde Servicos Internacionais
Brazil
$18.3M -$4.38M -21,856 -19%
EF
819
Empowered Funds
Pennsylvania
$18.2M +$1.38M +6,907 +8%
BFIM
820
Beese Fulmer Investment Management
Ohio
$18.2M +$36.9K +184 +0.2%
AIM
821
Artemis Investment Management
United Kingdom
$18.2M -$1.04M -5,207 -5%
DWT
822
Dorsey & Whitney Trust
South Dakota
$18.2M +$141K +704 +0.8%
CIA
823
CCM Investment Advisers
South Carolina
$18.2M -$1.08M -5,377 -6%
CFC
824
Cincinnati Financial Corp
Ohio
$18M
MC
825
Middleton & Co
Massachusetts
$18M -$76.3K -381 -0.4%