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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 %
MFAM
851
Motley Fool Asset Management
Virginia
$17M +$1.1M +5,491 +7%
MPM
852
MBB Public Markets
Illinois
$17M -$13M -64,785 -43%
BRCM
853
Bright Rock Capital Management
Massachusetts
$17M
H
854
HoyleCohen
California
$17M -$183K -913 -1%
FSA
855
Fort Sheridan Advisors
Illinois
$17M +$282K +1,407 +2%
CCFCSB
856
Cape Cod Five Cents Savings Bank
Massachusetts
$17M -$281K -1,401 -2%
FTC
857
Farmers Trust Company
Ohio
$16.8M -$833K -4,159 -5%
FFM
858
Forum Financial Management
Illinois
$16.8M -$1.57M -7,853 -9%
TCM
859
Tufton Capital Management
Maryland
$16.7M -$112K -560 -0.7%
PAM
860
Palisade Asset Management
Minnesota
$16.7M -$152K -757 -0.9%
SFS
861
Sowell Financial Services
Arkansas
$16.7M -$613K -3,059 -4%
ACP
862
Aviance Capital Partners
Florida
$16.7M +$6.86M +34,254 +70%
BCM
863
Brookstone Capital Management
Illinois
$16.6M -$13.6M -68,050 -45%
SMFG
864
Sumitomo Mitsui Financial Group
Japan
$16.6M +$251K +1,253 +2%
WIC
865
Woodmont Investment Counsel
Tennessee
$16.6M +$91.1K +455 +0.6%
AMBIA
866
Allen Mooney & Barnes Investment Advisors
Georgia
$16.5M -$159K -815 -1%
GKIM
867
GW&K Investment Management
Massachusetts
$16.5M +$16M +79,804 +3,008%
MIC
868
Means Investment Company
Maine
$16.5M -$180K -901 -1%
GG
869
Greenwood Gearhart
Arkansas
$16.3M -$2.38M -11,892 -13%
NEI
870
Northwest & Ethical Investments
Ontario, Canada
$16.3M -$7.14M -35,644 -30%
JIR
871
James Investment Research
Ohio
$16.3M -$600K -2,996 -4%
FFP
872
FourThought Financial Partners
Florida
$16.2M +$180K +901 +1%
BP
873
Ballentine Partners
Massachusetts
$16.1M +$705K +3,518 +5%
WIC
874
Willis Investment Counsel
Georgia
$16.1M -$5.37M -26,800 -25%
TCA
875
Transcend Capital Advisors
New Jersey
$16M -$504K -2,518 -3%