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 %
WorldQuant Millennium Advisors
1076
WorldQuant Millennium Advisors
New York
$10.9M +$6.01M +30,014 +122%
HIA
1077
Harbor Investment Advisory
Maryland
$10.9M +$421K +2,631 +4%
TWM
1078
Trueblood Wealth Management
Ohio
$10.9M -$422K -2,108 -4%
CAL
1079
Capital Analysts LLC
Pennsylvania
$10.9M -$296K -1,478 -3%
Optiver Holding
1080
Optiver Holding
Netherlands
$10.9M -$17.3M -86,535 -61%
SWP
1081
Strategic Wealth Partners
Ohio
$10.9M +$540K +2,698 +5%
MWM
1082
Mission Wealth Management
California
$10.9M +$4.01M +20,007 +58%
IPW
1083
Inlet Private Wealth
Florida
$10.9M -$245K -1,225 -2%
SIM
1084
Stratos Investment Management
Ohio
$10.9M -$295K -1,475 -3%
NO
1085
Ninety One
South Africa
$10.9M -$22.6M -113,052 -68%
GCA
1086
Greenwood Capital Associates
South Carolina
$10.8M -$1.42M -7,105 -12%
MCP
1087
Mirador Capital Partners
California
$10.8M +$530K +2,646 +5%
NP
1088
NorthRock Partners
Minnesota
$10.8M +$1.23M +6,538 +13%
ANTB
1089
AMG National Trust Bank
Colorado
$10.8M +$261K +1,302 +2%
IWM
1090
IHT Wealth Management
Illinois
$10.8M -$461K -2,301 -4%
EWM
1091
Executive Wealth Management
Michigan
$10.7M +$8.34M +41,902 +347%
PAI
1092
Pittenger & Anderson Inc
Nebraska
$10.7M -$24.2K -121 -0.2%
GIM
1093
Goelzer Investment Management
Indiana
$10.7M +$442K +2,209 +4%
PIM
1094
Plato Investment Management
Australia
$10.7M +$9.88M +49,313 +1,212%
ADL
1095
Asset Dedication LLC
California
$10.7M +$306K +1,527 +3%
CPC
1096
Consolidated Planning Corp
Georgia
$10.7M +$441K +2,202 +4%
FB
1097
Fulton Bank
Pennsylvania
$10.6M -$165K -823 -2%
CGIM
1098
Capital Group Investment Management
Singapore
$10.6M -$9.87M -49,254 -48%
RWM
1099
Rench Wealth Management
Texas
$10.6M -$112K -558 -1%
CFA
1100
Capstone Financial Advisors
Illinois
$10.6M +$20K +100 +0.2%