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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 %
CNB
1051
Camden National Bank
Maine
$11.3M -$451K -2,252 -4%
SVWAG
1052
Sound View Wealth Advisors Group
Georgia
$11.3M -$1.31M -6,548 -10%
BCM
1053
Barometer Capital Management
Ontario, Canada
$11.3M -$939K -4,896 -8%
GFG
1054
Greystone Financial Group
Michigan
$11.3M -$979K -4,886 -8%
SIC
1055
Sigma Investment Counselors
Michigan
$11.3M -$104K -520 -0.9%
ACL
1056
Azora Capital LP
Florida
$11.3M -$43.8M -218,714 -80%
AA
1057
Apriem Advisors
California
$11.3M -$165K -826 -1%
CCP
1058
Clough Capital Partners
Massachusetts
$11.3M
PTB
1059
Pioneer Trust Bank
Oregon
$11.3M +$36.1K +180 +0.3%
GI
1060
GAMMA Investing
California
$11.2M +$886K +4,422 +9%
MRCM
1061
M&R Capital Management
New Jersey
$11.2M -$318K -1,586 -3%
FWTB
1062
First Western Trust Bank
Colorado
$11.2M -$467K -2,331 -4%
CC
1063
Chicago Capital
Illinois
$11.2M +$71.5K +357 +0.6%
PT
1064
Plimoth Trust
Massachusetts
$11.2M -$438K -2,186 -4%
LA
1065
Lynch & Associates
Indiana
$11.2M -$837K -4,177 -7%
ECM
1066
EagleClaw Capital Management
Massachusetts
$11.2M -$148K -738 -1%
OMC
1067
Overbrook Management Corp
New York
$11.2M -$6.85M -34,209 -38%
SGDR
1068
SPX Gestao de Recursos
Brazil
$11.1M +$11.1M +55,378 New
HB
1069
HTLF Bank
Colorado
$11.1M -$276K -1,380 -2%
HFM
1070
Hartford Financial Management
Connecticut
$11.1M -$58.9K -294 -0.5%
SP
1071
Symmetry Partners
Connecticut
$11M -$661K -3,298 -6%
VI
1072
Vestcor Inc
New Brunswick, Canada
$11M -$1.39M -6,946 -11%
MWA
1073
Meridian Wealth Advisors
Texas
$11M +$379K +1,892 +4%
FCT
1074
Family Capital Trust
Massachusetts
$11M -$198K -987 -2%
ET
1075
Equitable Trust
Tennessee
$11M +$1.4M +6,978 +15%