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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 %
GAI
876
General American Investors
New York
$16M
AP
877
Archon Partners
New Jersey
$16M
AAM
878
Advisors Asset Management
Colorado
$16M -$5.28M -26,363 -25%
APP
879
Avantax Planning Partners
Iowa
$15.9M +$4.27M +21,324 +37%
TF
880
Tompkins Financial
New York
$15.8M -$263K -1,311 -2%
TW
881
TritonPoint Wealth
Maryland
$15.8M -$599K -3,670 -4%
CWM
882
Circle Wealth Management
New Jersey
$15.8M +$73.3K +366 +0.5%
CB
883
Community Bank
New York
$15.8M -$466K -2,325 -3%
KWMG
884
King Wealth Management Group
Florida
$15.7M +$222K +1,107 +1%
GAB
885
German American Bancorp
Indiana
$15.7M +$327K +1,631 +2%
WA
886
Waverly Advisors
Alabama
$15.7M +$6.53M +32,587 +71%
IAN
887
Integrated Advisors Network
Texas
$15.7M -$460K -2,296 -3%
VIP
888
Vantage Investment Partners
Missouri
$15.6M -$3.2M -15,967 -17%
SWM
889
Stockman Wealth Management
Montana
$15.6M -$793K -3,957 -5%
CASC
890
Coppell Advisory Solutions Corp
Texas
$15.6M +$15.6M +77,837 New
RIM
891
Rakuten Investment Management
Japan
$15.6M +$14.1M +70,580 +986%
FTDI
892
First Trust Direct Indexing
Massachusetts
$15.5M +$1.21M +6,049 +8%
WCM
893
Whitener Capital Management
North Carolina
$15.5M -$20.8K -104 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
894
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.5M +$6.94M +34,658 +81%
JWBC
895
J.W. Burns & Co
New York
$15.5M -$574K -2,865 -4%
SW
896
SteelPeak Wealth
California
$15.5M +$712K +3,557 +5%
WAM
897
Winslow Asset Management
Ohio
$15.5M -$102K -509 -0.7%
GI
898
GLOBALT Investments
Georgia
$15.5M -$160K -799 -1%
PNAA
899
Pictet North America Advisors
Switzerland
$15.4M -$668K -3,333 -4%
ERIC
900
Eagle Rock Investment Company
Georgia
$15.4M -$17.6K -88 -0.1%