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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 %
CPIG
901
Chicago Partners Investment Group
Illinois
$15.3M +$200K +1,043 +1%
SCM
902
Schnieders Capital Management
California
$15.3M -$132K -658 -0.9%
NSAM
903
North Star Asset Management
Wisconsin
$15.3M -$3.01K -15 -0%
ATPW
904
Ashton Thomas Private Wealth
Arizona
$15.3M +$445K +2,221 +3%
VAS
905
Valicenti Advisory Services
New York
$15.3M -$725K -3,619 -5%
AIMCA
906
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.2M
ISB
907
Iowa State Bank
Iowa
$15.2M -$100K -499 -0.7%
SFI
908
Siemens Fonds Invest
Germany
$15.2M -$628K -3,134 -4%
NC
909
NewSquare Capital
Pennsylvania
$15.1M +$27.4K +138 +0.2%
SPC
910
Sigma Planning Corp
Michigan
$15.1M +$8.31M +41,491 +123%
AWCI
911
Alpine Woods Capital Investors
New York
$15.1M -$10.3M -53,546 -41%
TCM
912
Telos Capital Management
California
$15M -$196K -980 -1%
BFM
913
Boston Financial Management
Massachusetts
$15M +$134K +669 +0.9%
NSEDCP
914
NJ State Employees Deferred Compensation Plan
New Jersey
$15M
TCM
915
Twin Capital Management
Pennsylvania
$15M -$527K -2,632 -3%
ST
916
Spinnaker Trust
Maine
$14.9M +$81.7K +408 +0.6%
CBOR
917
Community Bank of Raymore
Missouri
$14.8M -$629K -3,138 -4%
GIM
918
Generate Investment Management
New Zealand
$14.8M +$1.76M +8,782 +13%
AIA
919
Allied Investment Advisors
Montana
$14.8M +$25.6K +128 +0.2%
1SB
920
1ST Source Bank
Indiana
$14.8M -$180K -900 -1%
M2MC
921
Matthew 25 Management Corp
Pennsylvania
$14.7M -$1.3M -6,500 -8%
BONST
922
Bank of Nova Scotia Trust
Ontario, Canada
$14.7M -$186K -927 -1%
NIM
923
NEOS Investment Management
Connecticut
$14.6M +$5.55M +27,697 +61%
CK
924
Cohen Klingenstein
New York
$14.6M
SB
925
Simmons Bank
Arkansas
$14.5M -$210K -1,049 -1%