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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 %
VW
826
Vantage Wealth
California
$18M -$9.28M -46,352 -34%
VCA
827
Verdence Capital Advisors
Maryland
$18M -$482K -2,406 -3%
BIA
828
Biondo Investment Advisors
Pennsylvania
$17.9M -$79.1K -395 -0.4%
FIA
829
Foundations Investment Advisors
Arizona
$17.9M +$1.75M +8,723 +11%
CA
830
Cullinan Associates
Kentucky
$17.8M -$14.4M -72,000 -45%
HTIM
831
Harbour Trust & Investment Management
Indiana
$17.8M -$643K -3,212 -3%
MOS
832
MGO One Seven
Ohio
$17.8M +$338K +1,687 +2%
NCM
833
Novare Capital Management
North Carolina
$17.8M -$15.6K -78 -0.1%
PMAM
834
Picton Mahoney Asset Management
Ontario, Canada
$17.8M -$1.22M -6,084 -6%
BHWM
835
Bar Harbor Wealth Management
New Hampshire
$17.8M +$511K +2,552 +3%
GJCM
836
Grand Jean Capital Management
California
$17.7M +$672K +3,356 +4%
HVIA
837
Hudson Valley Investment Advisors
New York
$17.7M +$1.05M +5,258 +6%
OHIS
838
Oak Harvest Investment Services
Texas
$17.6M +$761K +3,800 +5%
SHGA
839
Sand Hill Global Advisors
California
$17.6M -$782K -3,906 -4%
SCM
840
Stevens Capital Management
Pennsylvania
$17.6M +$4.21M +21,008 +32%
CCM
841
Cohen Capital Management
California
$17.5M +$165K +822 +0.9%
BFG
842
Bleakley Financial Group
New Jersey
$17.4M +$235K +1,173 +1%
NPT
843
Nixon Peabody Trust
Massachusetts
$17.4M +$648K +3,237 +4%
TSW
844
Thompson Siegel & Walmsley
Virginia
$17.3M -$223K -1,111 -1%
LWM
845
Lyell Wealth Management
California
$17.3M -$20.4K -102 -0.1%
MA
846
Montag & Associates
Georgia
$17.3M -$149K -742 -0.9%
WFMPM
847
Woodley Farra Manion Portfolio Management
Indiana
$17.2M -$574K -2,864 -3%
AF
848
Allworth Financial
California
$17.2M +$426K +2,128 +3%
CCM
849
Coldstream Capital Management
Washington
$17.2M +$614K +3,067 +4%
RP
850
Rice Partnership
Hawaii
$17.1M +$433K +2,162 +3%