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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 %
IAIM
1376
International Assets Investment Management
Florida
$7.06M +$3.31M +285,143 +88%
SFI
1377
SPC Financial Inc
Maryland
$7.05M -$483K -2,409 -6%
BKA
1378
Brick & Kyle Associates
Pennsylvania
$7.05M -$125K -629 -2%
P
1379
Paradiem
Louisiana
$7.05M
HCA
1380
Horan Capital Advisors
Ohio
$7.04M -$63.7K -318 -0.9%
LMIM
1381
Lockheed Martin Investment Management
Maryland
$7.04M +$3.99M +21,990 +131%
PJSIMP
1382
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.04M -$124K -621 -2%
WAM
1383
Werlinich Asset Management
Connecticut
$7.02M -$399K -2,000 -5%
LC
1384
Lindbrook Capital
California
$7.02M -$205K -1,022 -3%
TL
1385
Tradewinds LLC
North Carolina
$7.01M +$7.01M +34,990 New
ST
1386
Sentinel Trust
Texas
$7.01M
AAM
1387
Augustine Asset Management
Florida
$7M -$43.3K -216 -0.6%
CSA
1388
Cottage Street Advisors
Massachusetts
$6.99M -$42.1K -210 -0.6%
BFA
1389
Bill Few Associates
Pennsylvania
$6.99M +$195K +974 +3%
AIP
1390
Ameritas Investment Partners
Nebraska
$6.95M -$203K -1,011 -3%
PFA
1391
Pathway Financial Advisers
Indiana
$6.94M -$396K -1,978 -5%
MA
1392
McBroom & Associates
Nevada
$6.93M -$79.7K -398 -1%
KWA
1393
Kingswood Wealth Advisors
California
$6.92M -$1.46M -7,291 -17%
SFM
1394
Soros Fund Management
New York
$6.91M +$6.91M +34,500 New
TPA
1395
Trivium Point Advisory
Connecticut
$6.87M +$97.9K +489 +1%
MW
1396
Marcum Wealth
Ohio
$6.85M -$187K -935 -3%
LHC
1397
Little House Capital
Massachusetts
$6.85M +$565K +2,821 +9%
TAM
1398
Trust Asset Management
Texas
$6.83M -$18K -90 -0.3%
MA
1399
MSA Advisors
California
$6.83M -$611K -3,050 -8%
PKC
1400
Palmer Knight Company
Florida
$6.82M +$147K +735 +2%