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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 %
GAM
1026
Gotham Asset Management
New York
$11.9M +$282K +1,406 +2%
CWG
1027
Cornerstone Wealth Group
North Carolina
$11.9M +$2.8M +14,003 +31%
AC
1028
Addenda Capital
Quebec, Canada
$11.9M -$695K -3,472 -6%
RDWM
1029
Red Door Wealth Management
Tennessee
$11.9M +$162K +810 +1%
SAM
1030
Sompo Asset Management
Japan
$11.9M +$554K +2,768 +5%
BOH
1031
Bank of Hawaii
Hawaii
$11.8M +$801 +4 +0%
MCM
1032
Mitchell Capital Management
Kansas
$11.8M +$548K +2,734 +5%
PA
1033
Perennial Advisors
New York
$11.7M -$275K -1,371 -2%
PGAM
1034
Princeton Global Asset Management
New Jersey
$11.7M -$426K -2,128 -4%
DT
1035
Diversified Trust
Tennessee
$11.7M -$4.33M -21,613 -27%
HCA
1036
Harbor Capital Advisors
Illinois
$11.7M +$11.7M +58,173 New
CC
1037
Constitution Capital
Connecticut
$11.6M -$25K -125 -0.2%
BAM
1038
Boyar Asset Management
New York
$11.6M +$876K +4,372 +8%
GA
1039
GFS Advisors
Texas
$11.6M +$4.61K +23 +0%
BFS
1040
Bard Financial Services
Connecticut
$11.6M -$212K -1,060 -2%
CCMINC
1041
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11.5M +$529K +2,642 +5%
PVI
1042
Pine Valley Investments
New Jersey
$11.5M -$318K -1,587 -3%
CJL
1043
Cyrus J. Lawrence
New York
$11.5M +$11.5M +57,257 New
SA
1044
SRH Advisors
Kansas
$11.5M
RCM
1045
Radnor Capital Management
Pennsylvania
$11.4M -$386K -1,925 -3%
III
1046
Independent Investors Inc
New York
$11.4M -$23K -115 -0.2%
C
1047
Certuity
Florida
$11.4M -$3.55M -17,739 -24%
MGIA
1048
Moneta Group Investment Advisors
Missouri
$11.4M +$1.12M +5,590 +11%
MPM
1049
Meritage Portfolio Management
Kansas
$11.4M -$713K -3,560 -6%
NFG
1050
Nations Financial Group
Iowa
$11.4M +$1.31M +6,542 +13%