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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 %
SCM
1351
Sitrin Capital Management
California
$7.35M -$145K -724 -2%
BA
1352
Baugh & Associates
Georgia
$7.34M +$60.1K +300 +0.8%
ECM
1353
Exchange Capital Management
Michigan
$7.31M -$91.9K -459 -1%
NHT
1354
New Hampshire Trust
New Hampshire
$7.26M -$45.3K -226 -0.6%
TA
1355
TFG Advisers
Michigan
$7.26M +$56.7K +283 +0.8%
SBIA
1356
Sheaff Brock Investment Advisors
Indiana
$7.26M -$8.95M -44,675 -55%
FCP
1357
Fidelis Capital Partners
Florida
$7.25M +$1.18M +5,884 +19%
FCMT
1358
Founders Capital Management (Texas)
Texas
$7.25M -$136K -679 -2%
BHC
1359
Bowen Hanes & Co
Florida
$7.25M -$70.1K -350 -1%
GSC
1360
Grey Street Capital
Illinois
$7.24M +$5.84M +29,159 +417%
MYIA
1361
Mount Yale Investment Advisors
Colorado
$7.24M +$4.17M +20,822 +136%
SFA
1362
Souders Financial Advisors
Ohio
$7.23M -$902K -4,504 -11%
BAM
1363
Belpointe Asset Management
Nevada
$7.23M +$758K +3,784 +12%
EM
1364
Excalibur Management
Massachusetts
$7.23M +$12.4K +62 +0.2%
PL
1365
Parkwood LLC
Ohio
$7.22M -$248K -1,236 -3%
CIP
1366
Capital Insight Partners
Arizona
$7.21M -$76.7K -383 -1%
SB
1367
Strategic Blueprint
Georgia
$7.16M +$298K +1,489 +4%
CIM
1368
Chiron Investment Management
New York
$7.14M +$7.14M +35,661 New
CICC
1369
Capital Investment Counsel (Colorado)
Colorado
$7.13M +$3.09M +15,439 +77%
CWM
1370
Cordatus Wealth Management
Pennsylvania
$7.12M -$11K -55 -0.2%
TCWA
1371
Turtle Creek Wealth Advisors
Texas
$7.12M +$350K +1,748 +5%
GIA
1372
Guyasuta Investment Advisors
Pennsylvania
$7.12M
BFC
1373
Blue Fin Capital
Rhode Island
$7.1M -$55.5K -277 -0.8%
QI
1374
QV Investors
Alberta, Canada
$7.07M -$1.63M -8,130 -19%
GFA
1375
Gifford Fong Associates
California
$7.07M