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 %
BL
1226
BCWM LLC
Kansas
$8.9M -$3.03M -15,129 -25%
CHC
1227
City Holding Co
West Virginia
$8.89M +$192K +958 +2%
GL
1228
Graypoint LLC
New York
$8.88M +$153K +765 +2%
ERWM
1229
Elk River Wealth Management
Colorado
$8.87M -$971K -4,850 -10%
RIA
1230
RPG Investment Advisory
California
$8.86M -$8.81K -44 -0.1%
NS
1231
NBC Securities
Alabama
$8.86M +$184K +917 +2%
FHA
1232
Flagship Harbor Advisors
Massachusetts
$8.85M -$71.9K -359 -0.8%
BWAM
1233
Boyd Watterson Asset Management
Ohio
$8.85M +$27.8K +139 +0.3%
PTC
1234
Private Trust Company
Ohio
$8.81M -$528K -2,635 -6%
CT
1235
Colonial Trust
South Carolina
$8.79M +$148K +740 +2%
FIB
1236
First Interstate Bank
Montana
$8.77M -$401K -2,003 -4%
CFSG
1237
Community Financial Services Group
Vermont
$8.76M +$8.76M +43,712 New
GIP
1238
Granite Investment Partners
California
$8.74M
APSI
1239
Asset Planning Services Inc
Louisiana
$8.73M -$113K -565 -1%
FTWA
1240
Fifth Third Wealth Advisors
Ohio
$8.72M +$1.86M +9,273 +27%
STA
1241
Summit Trail Advisors
New York
$8.68M +$2.37M +11,813 +37%
PWS
1242
Peterson Wealth Services
Utah
$8.66M -$299K -1,491 -3%
SFG
1243
SevenBridge Financial Group
Pennsylvania
$8.66M -$344K -1,804 -4%
BFG
1244
Beacon Financial Group
Texas
$8.65M -$223K -1,115 -3%
ECM
1245
ExodusPoint Capital Management
New York
$8.65M +$8.65M +43,159 New
AG
1246
Advocate Group
Minnesota
$8.64M +$891K +4,446 +11%
HCM
1247
Harvey Capital Management
Florida
$8.64M -$20K -100 -0.2%
GP
1248
Girard Partners
Pennsylvania
$8.62M -$6.08M -30,349 -41%
SMA
1249
Sage Mountain Advisors
Georgia
$8.61M +$161K +806 +2%
SA
1250
Strategic Advisors
New York
$8.58M -$309K -1,545 -3%