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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 %
WPP
1151
Whalerock Point Partners
Rhode Island
$9.86M +$285K +1,424 +3%
PAMG
1152
Patton Albertson Miller Group
Tennessee
$9.83M +$371K +1,852 +4%
WIS
1153
Wright Investors Service
Connecticut
$9.82M -$199K -995 -2%
FNA
1154
First National Advisers
Nebraska
$9.82M +$2.22M +12,142 +29%
KOCAA
1155
Knights of Columbus Asset Advisors
Connecticut
$9.81M +$73.9K +369 +0.8%
ACM
1156
Adalta Capital Management
New York
$9.81M +$156K +780 +2%
HI
1157
Harbour Investments
Wisconsin
$9.8M +$321K +1,605 +3%
CCM
1158
Coerente Capital Management
Ontario, Canada
$9.77M +$1.11M +5,527 +13%
EARNEST Partners
1159
EARNEST Partners
Georgia
$9.73M -$7.77M -38,781 -44%
AG
1160
Ascent Group
Virginia
$9.73M +$227K +1,132 +2%
HCA
1161
Harbour Capital Advisors
Virginia
$9.7M +$71.8K +361 +0.7%
FPGT
1162
Financial Partners Group (Tennessee)
Tennessee
$9.68M +$288K +1,437 +3%
WSC
1163
Wellington Shields & Co
New York
$9.68M +$2.8K +14 +0%
BSB
1164
Bangor Savings Bank
Maine
$9.68M -$188K -939 -2%
PA
1165
Profund Advisors
Maryland
$9.64M +$55.1K +275 +0.6%
MPIM
1166
McGinn Penninger Investment Management
Virginia
$9.61M -$74.9K -374 -0.8%
RCYC
1167
Richard C. Young & Co
Rhode Island
$9.6M +$9.6M +47,926 New
SFO
1168
Stokes Family Office
Louisiana
$9.59M -$63.1K -315 -0.7%
DWA
1169
Douglass Winthrop Advisors
New York
$9.58M +$902K +4,503 +10%
KJHP
1170
K.J. Harrison & Partners
Ontario, Canada
$9.57M +$1.24M +6,211 +15%
JIC
1171
Joel Isaacson & Co
New York
$9.56M +$953K +4,759 +11%
WI
1172
Wintrust Investments
Illinois
$9.55M +$53.3K +266 +0.6%
RFMS
1173
RWQ Financial Management Services
Florida
$9.53M +$1.51M +7,519 +19%
BFO
1174
Boston Family Office
Massachusetts
$9.49M -$314K -1,570 -3%
CBTWT
1175
Community Bank & Trust (Waco, Texas)
Texas
$9.49M +$15.8K +79 +0.2%