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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 %
JWCA
1301
J.W. Cole Advisors
Florida
$7.93M +$148K +740 +2%
IAS
1302
Insigneo Advisory Services
Florida
$7.87M +$127K +634 +2%
YIA
1303
YHB Investment Advisors
Connecticut
$7.86M +$320K +1,598 +4%
MCM
1304
McKinley Capital Management
Alaska
$7.86M -$659K -3,290 -8%
GC
1305
Giverny Capital
Quebec, Canada
$7.85M +$487K +2,430 +7%
CWM
1306
Chemistry Wealth Management
New York
$7.83M +$383K +1,910 +5%
CAAS
1307
Capital Asset Advisory Services
Michigan
$7.82M -$39.9K -202 -0.5%
LSWM
1308
Lorne Steinberg Wealth Management
Canada
$7.82M +$16.4K +82 +0.2%
VST
1309
Van Strum & Towne
California
$7.82M -$74.1K -370 -0.9%
RSWM
1310
Robertson Stephens Wealth Management
California
$7.81M -$15.2K -76 -0.2%
SF
1311
Summit Financial
New Jersey
$7.8M -$1.07M -5,326 -12%
CIC
1312
Cornercap Investment Counsel
Georgia
$7.77M -$68.7K -343 -0.9%
CA
1313
Claar Advisors
New York
$7.77M
AIM
1314
Anchor Investment Management
South Carolina
$7.77M +$786K +3,923 +11%
EFMC
1315
Empire Financial Management Company
New York
$7.76M +$156K +777 +2%
MBTD
1316
Mechanics Bank - Trust Department
California
$7.76M +$23.2K +116 +0.3%
SIA
1317
Soltis Investment Advisors
Utah
$7.75M -$1.2M -5,969 -13%
AC
1318
Arjuna Capital
North Carolina
$7.73M +$353K +1,761 +5%
WCA
1319
Westover Capital Advisors
Delaware
$7.72M -$139K -693 -2%
CCA
1320
Checchi Capital Advisers
California
$7.72M +$57.7K +288 +0.8%
HCM
1321
Howland Capital Management
Massachusetts
$7.7M -$199K -992 -3%
ACG
1322
Allen Capital Group
Nebraska
$7.7M +$127K +632 +2%
MCP
1323
Martin Capital Partners
Oregon
$7.7M -$3.3M -16,480 -30%
PWS
1324
Peloton Wealth Strategists
Indiana
$7.69M +$21K +105 +0.3%
AAMA
1325
Advanced Asset Management Advisors
Ohio
$7.67M +$200 +1 +0%