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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 %
CM
926
Castleark Management
Illinois
$14.5M
MFG
927
Merit Financial Group
Georgia
$14.5M +$5.9M +30,977 +69%
CIS
928
Connors Investor Services
Pennsylvania
$14.4M -$1.1M -5,489 -7%
RWM
929
Ritholtz Wealth Management
New York
$14.4M +$1.03M +5,146 +8%
S
930
SignatureFD
Georgia
$14.4M +$406K +2,028 +3%
BWP
931
Barlow Wealth Partners
Kentucky
$14.3M +$89.2K +488 +0.6%
HCM
932
Hollencrest Capital Management
California
$14.3M +$6.89M +34,382 +93%
PAIM
933
Punch & Associates Investment Management
Minnesota
$14.3M -$1.2M -5,993 -8%
SAM
934
Strategy Asset Managers
California
$14.3M -$289K -1,445 -2%
WC
935
Woodstock Corp
Massachusetts
$14.3M -$47.1K -235 -0.3%
TMAM
936
Tokio Marine Asset Management
Japan
$14.3M +$1.24M +6,206 +10%
O
937
Ossiam
France
$14.2M -$666K -3,324 -4%
WCA
938
Waratah Capital Advisors
Ontario, Canada
$14.2M +$2.74M +13,674 +24%
CCG
939
Cypress Capital Group
Florida
$14.2M -$150K -747 -1%
HT
940
Heritage Trust
Oklahoma
$14.2M -$444K -2,215 -3%
SIC
941
SFE Investment Counsel
California
$14.2M -$111K -556 -0.8%
JAG
942
Journey Advisory Group
Kentucky
$14.1M +$50.7K +253 +0.4%
LPT
943
Legacy Private Trust
Wisconsin
$14.1M -$93.9K -469 -0.7%
WIC
944
WealthBridge Investment Counsel
Alberta, Canada
$14.1M -$224K -1,120 -2%
HP
945
Holowesko Partners
Bahamas
$14.1M -$361K -1,800 -2%
JC
946
JB Capital
Connecticut
$14.1M -$5.21M -26,001 -27%
LOAMS
947
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.1M +$8.14M +40,664 +138%
PWW
948
Pettyjohn Wood & White
Virginia
$14.1M +$39.1K +195 +0.3%
HFS
949
Haverford Financial Services
Pennsylvania
$14M -$2.37M -11,850 -14%
ERIM
950
Eagle Ridge Investment Management
Connecticut
$14M -$397K -1,982 -3%