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 %
BIM
1101
Baldwin Investment Management
Pennsylvania
$10.6M +$595K +2,972 +6%
BEAM
1102
Baker Ellis Asset Management
Washington
$10.6M +$125K +625 +1%
FC
1103
Fulcrum Capital
Washington
$10.6M -$209K -1,041 -2%
AWA
1104
Arkadios Wealth Advisors
Georgia
$10.6M +$76.9K +384 +0.7%
CIC
1105
Cutler Investment Counsel
Oregon
$10.5M +$2.4K +12 +0%
NC
1106
NBW Capital
Massachusetts
$10.5M +$271K +1,351 +3%
HEIP
1107
Hudson Edge Investment Partners
New Jersey
$10.5M +$168K +840 +2%
SLI
1108
Sumitomo Life Insurance
Japan
$10.5M -$337K -1,683 -3%
CWM
1109
Compass Wealth Management
Connecticut
$10.5M -$250K -1,247 -2%
KLCM
1110
KG&L Capital Management
Louisiana
$10.5M -$95.6K -480 -0.9%
AWP
1111
Ascent Wealth Partners
New York
$10.4M +$66.7K +333 +0.6%
OCAM
1112
Onex Canada Asset Management
Ontario, Canada
$10.4M -$903K -4,509 -8%
BCA
1113
Bray Capital Advisors
Florida
$10.4M -$60.5K -302 -0.6%
DAS
1114
Diversify Advisory Services
Utah
$10.4M +$10.4M +52,087 New
WANY
1115
Wealthspire Advisors (New York)
New York
$10.3M -$606K -3,024 -6%
BA
1116
Ballast Advisors
Minnesota
$10.3M -$6.01K -30 -0.1%
ACGA
1117
Atlanta Consulting Group Advisors
Georgia
$10.3M +$10.3M +51,404 New
GLLW
1118
Graves Light Lenhart Wealth
Virginia
$10.3M -$2.29M -11,422 -18%
IIM
1119
Intact Investment Management
Quebec, Canada
$10.3M -$120K -600 -1%
GCM
1120
Genus Capital Management
British Columbia, Canada
$10.3M +$10.3M +51,286 New
SPIS
1121
Steward Partners Investment Solutions
Oregon
$10.2M +$5.46M +27,245 +114%
FPAS
1122
Focus Partners Advisor Solutions
Missouri
$10.2M +$7.19M +37,148 +238%
PGIM
1123
Pacific Global Investment Management
California
$10.2M -$261K -1,302 -2%
MC
1124
Miramar Capital
Illinois
$10.2M -$5.23M -27,278 -34%
BAM
1125
Brave Asset Management
New Jersey
$10.2M -$259K -1,292 -2%