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 %
CIA
1201
Covington Investment Advisors
Pennsylvania
$9.15M -$169K -845 -2%
KA
1202
Kintegral Advisory
New York
$9.14M -$28.4K -142 -0.3%
NB
1203
Northwest Bancshares
Pennsylvania
$9.14M +$131K +656 +1%
IIM
1204
Ipswich Investment Management
Massachusetts
$9.12M +$55.5K +277 +0.6%
GCM
1205
Garland Capital Management
Washington
$9.11M -$104K -520 -1%
TCBWMS
1206
Texas Capital Bank Wealth Management Services
Texas
$9.11M -$1.21M -6,025 -12%
SIA
1207
Schechter Investment Advisors
Michigan
$9.11M -$12.4K -62 -0.1%
FMTC
1208
Farmers & Merchants Trust Company
California
$9.09M -$184K -918 -2%
BMWM
1209
Brown Miller Wealth Management
Virginia
$9.07M +$272K +1,359 +3%
SCA
1210
Stokes Capital Advisors
South Carolina
$9.06M -$75.7K -378 -0.8%
PL
1211
Parthenon LLC
Kentucky
$9.05M +$90.7K +453 +1%
AFG
1212
Atomi Financial Group
New York
$9.05M +$1.17M +5,851 +15%
EAM
1213
Exane Asset Management
France
$9.04M -$16.4M -81,658 -64%
FM
1214
Freemont Management
Switzerland
$9.03M -$2.8M -14,000 -24%
AC
1215
Abbrea Capital
California
$9.03M -$110K -550 -1%
TW
1216
Trajan Wealth
Arizona
$9.02M +$9.02M +45,032 New
CCM
1217
Canal Capital Management
Virginia
$9.02M +$66.3K +331 +0.7%
IBOK
1218
Independence Bank of Kentucky
Kentucky
$9.02M +$1.81M +9,054 +25%
PFM
1219
Premier Fund Managers
United Kingdom
$9M
MCM
1220
McRae Capital Management
New Jersey
$8.97M -$127K -635 -1%
DSC
1221
Duncker Streett & Co
Missouri
$8.95M -$23K -115 -0.3%
NCM
1222
Nelson Capital Management
California
$8.94M -$123K -614 -1%
BWL
1223
Bogart Wealth LLC
Virginia
$8.92M +$1.34M +6,677 +18%
WPW
1224
Waldron Private Wealth
Pennsylvania
$8.91M +$447K +2,231 +5%
OFG
1225
Oxford Financial Group
Indiana
$8.9M +$34.3K +171 +0.4%