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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 %
BBA
1251
Baader Bank Aktiengesellschaft
Germany
$8.56M -$339K -1,690 -4%
IB
1252
Intrust Bank
Kansas
$8.54M -$153K -764 -2%
AT
1253
American Trust
Kentucky
$8.53M -$514K -2,565 -6%
TAM
1254
Townsend Asset Management
North Carolina
$8.52M +$211K +1,052 +3%
MCM
1255
Maltese Capital Management
New York
$8.51M +$7.21M +36,000 +554%
CWM
1256
Concentric Wealth Management
California
$8.51M -$84.7K -423 -1%
GQG Partners
1257
GQG Partners
Florida
$8.49M +$159K +796 +2%
TCM
1258
Traynor Capital Management
Pennsylvania
$8.48M +$143K +712 +2%
KCPG
1259
Kavar Capital Partners Group
Kansas
$8.47M -$8.23M -41,090 -49%
AF
1260
Arrow Financial
New York
$8.44M -$524K -2,615 -6%
BCPWM
1261
Bradley & Co Private Wealth Management
Florida
$8.4M +$346K +1,728 +4%
JCM
1262
Jacobi Capital Management
Pennsylvania
$8.39M -$1.16M -5,775 -12%
CIC
1263
Concord Investment Counsel
California
$8.38M +$8.38M +41,836 New
WIA
1264
Wetzel Investment Advisors
Indiana
$8.38M -$143K -788 -2%
BJL
1265
Brighton Jones LLC
Washington
$8.37M +$225K +1,122 +3%
AI
1266
Arvest Investments
Arkansas
$8.34M -$830K -4,142 -9%
PCA
1267
Providence Capital Advisors
North Carolina
$8.32M +$138K +690 +2%
BHPW
1268
Beverly Hills Private Wealth
California
$8.32M +$155K +775 +2%
MLIC
1269
Mandatum Life Insurance Company
Finland
$8.31M
OC
1270
Optimas Capital
Hong Kong
$8.31M +$6.02M +30,047 +262%
DIP
1271
DT Investment Partners
Pennsylvania
$8.3M -$25K -125 -0.3%
CCS
1272
Concentric Capital Strategies
Connecticut
$8.29M -$2.97M -14,846 -26%
AG
1273
AlTi Global
New York
$8.29M -$596K -2,977 -7%
GWMIA
1274
Global Wealth Management Investment Advisory
Florida
$8.29M -$387K -1,933 -4%
CA
1275
Claro Advisors
Massachusetts
$8.28M +$115K +574 +1%