JPM icon

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 %
CAM
1001
Cypress Asset Management
Texas
$12.4M -$226K -1,103 -2%
SBF
1002
Sara-Bay Financial
Florida
$12.4M -$2.59K -13 -0%
VM
1003
Venator Management
Pennsylvania
$12.3M -$60.1K -300 -0.5%
RWA
1004
River Wealth Advisors
Pennsylvania
$12.3M +$429K +2,142 +4%
XWM
1005
Xcel Wealth Management
Florida
$12.3M -$549K -2,743 -4%
FMC
1006
First Merchants Corp
Indiana
$12.2M +$832K +4,153 +7%
PS
1007
Principal Securities
Iowa
$12.2M +$887K +4,428 +8%
RIG
1008
RiverFront Investment Group
Virginia
$12.2M +$1.3M +6,509 +12%
FDP
1009
Financiere des Professionnels
Quebec, Canada
$12.2M
SWC
1010
Spectrum Wealth Counsel
Indiana
$12.1M -$64.3K -321 -0.5%
ZIG
1011
Zuckerman Investment Group
Illinois
$12.1M -$2K -10 -0%
CB
1012
Cadence Bank
Mississippi
$12.1M -$122K -610 -1%
HRC
1013
Hoertkorn Richard Charles
$12.1M -$393K -1,963 -3%
SC
1014
Stolper & Co
Oklahoma
$12M -$16.8K -84 -0.1%
BSC
1015
Brown Shipley & Co
United Kingdom
$12M +$1.14M +5,716 +10%
AIM
1016
Access Investment Management
Georgia
$12M
NM
1017
NWI Management
New York
$12M
HIP
1018
Harrell Investment Partners
Texas
$12M -$286K -1,427 -2%
NLP
1019
Next Level Private
New York
$12M +$943K +4,709 +9%
EFS
1020
Essex Financial Services
Connecticut
$12M +$79.1K +395 +0.7%
BW
1021
Bison Wealth
Georgia
$12M -$97.3K -486 -0.8%
MCM
1022
Mengis Capital Management
Oregon
$12M +$360K +1,795 +3%
WBC
1023
Westpac Banking Corp
Australia
$11.9M +$1.66M +8,307 +16%
RC
1024
Roundview Capital
New Jersey
$11.9M +$911K +4,546 +8%
SCP
1025
Shorepoint Capital Partners
Massachusetts
$11.9M -$161K -804 -1%