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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 %
QI
1326
Qtron Investments
Massachusetts
$7.67M +$578K +2,887 +8%
BP
1327
BBR Partners
New York
$7.66M +$2.56M +12,793 +50%
IA
1328
IFP Advisors
Florida
$7.65M -$1.38M -6,572 -15%
DIM
1329
DLK Investment Management
California
$7.64M -$21.8K -109 -0.3%
PTC
1330
Philadelphia Trust Company
Pennsylvania
$7.62M +$343K +1,710 +5%
EL
1331
Essex LLC
Illinois
$7.61M -$93.7K -468 -1%
CG
1332
Caprock Group
Idaho
$7.6M +$171K +855 +2%
EW
1333
Evexia Wealth
Wisconsin
$7.56M -$869K -4,752 -10%
TI
1334
tru Independence
Oregon
$7.55M -$218K -1,090 -3%
CCM
1335
Copeland Capital Management
Pennsylvania
$7.55M +$7.45M +37,190 +7,438%
BRM
1336
Boston Research & Management
Massachusetts
$7.55M -$78.5K -392 -1%
TCM
1337
Teza Capital Management
Illinois
$7.52M +$706K +3,523 +10%
AIM
1338
AMI Investment Management
Indiana
$7.52M -$75.9K -379 -1%
ST
1339
Somerset Trust
Pennsylvania
$7.5M -$44.1K -220 -0.6%
BC
1340
BIT Capital
Germany
$7.45M +$7.45M +37,184 New
BA
1341
Bridgewater Advisors
New York
$7.44M -$101K -505 -1%
IFAM
1342
Institutional & Family Asset Management
Colorado
$7.42M -$981K -4,899 -12%
HAC
1343
Harbor Advisory Corp
New Hampshire
$7.42M -$40.1K -200 -0.5%
CF
1344
Concorde Financial
Texas
$7.41M -$338K -1,689 -4%
SNB
1345
Security National Bank
Nebraska
$7.41M +$35.1K +175 +0.5%
FPFS
1346
First Personal Financial Services
North Carolina
$7.4M -$60.5K -302 -0.8%
MWAM
1347
Manhattan West Asset Management
California
$7.39M +$839K +4,188 +13%
PA
1348
PFG Advisors
Arizona
$7.39M -$133K -666 -2%
SAI
1349
Systematic Alpha Investments
New Jersey
$7.37M
WPIC
1350
White Pine Investment Company
Michigan
$7.35M -$209K -1,045 -3%