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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 %
PI
951
PFG Investments
New York
$14M +$9.06M +45,219 +184%
FNB
952
Farmers National Bank
Kentucky
$14M +$141K +705 +1%
AG
953
AIA Group
Hong Kong
$13.9M +$1.79M +8,952 +15%
CCT
954
Chemung Canal Trust
New York
$13.9M -$290K -1,450 -2%
VHAM
955
Van Hulzen Asset Management
California
$13.9M -$381K -1,902 -3%
CCB
956
Country Club Bank
Missouri
$13.8M -$340K -1,697 -2%
GH
957
GAM Holding
Switzerland
$13.8M +$40.7K +203 +0.3%
SW
958
SlateStone Wealth
Florida
$13.6M +$4.86M +24,257 +55%
TFS
959
Thoroughbred Financial Services
Tennessee
$13.6M -$6.26M -31,270 -31%
NG
960
NatWest Group
United Kingdom
$13.6M -$1.03M -5,161 -7%
AWM
961
Avitas Wealth Management
California
$13.6M +$134K +667 +1%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$13.6M +$1.02M +5,111 +8%
NGA
963
Naples Global Advisors
Florida
$13.5M -$36.9K -184 -0.3%
BSW
964
Buckingham Strategic Wealth
Missouri
$13.5M +$657K +3,278 +5%
GAM
965
Griffin Asset Management
New York
$13.5M +$107K +533 +0.8%
SAM
966
Shell Asset Management
Netherlands
$13.4M +$862K +4,262 +7%
BOC
967
Barbara Oil Co
Illinois
$13.4M
OCM
968
One Capital Management
California
$13.4M -$145K -725 -1%
GWM
969
GDS Wealth Management
Texas
$13.4M +$1.19M +5,924 +10%
SWA
970
Stratos Wealth Advisors
Ohio
$13.3M -$4.31M -21,519 -24%
CWP
971
Cyndeo Wealth Partners
Florida
$13.3M -$121K -602 -0.9%
WSCM
972
Wellington Shields Capital Management
New York
$13.2M -$434K -2,167 -3%
JAM
973
JCIC Asset Management
Ontario, Canada
$13.2M +$46.1K +230 +0.3%
Qube Research & Technologies (QRT)
974
Qube Research & Technologies (QRT)
United Kingdom
$13.2M -$29.5M -147,290 -69%
HI
975
Horizon Investments
North Carolina
$13.1M +$323K +1,620 +3%