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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 %
IAMOG
1576
Investors Asset Management of Georgia
Georgia
$5.51M -$235K -1,173 -4%
CAM
1577
Centre Asset Management
New York
$5.51M -$303K -1,515 -5%
IIC
1578
Ironwood Investment Counsel
Arizona
$5.5M -$127K -635 -2%
JWCA
1579
J.W. Coons Advisors
Ohio
$5.5M +$176K +877 +3%
IA
1580
Icon Advisers
Colorado
$5.49M
AIA
1581
Affinity Investment Advisors
California
$5.48M -$60.5K -302 -1%
RCAG
1582
Rehmann Capital Advisory Group
Michigan
$5.47M +$142K +707 +3%
BCMO
1583
Buckingham Capital Management (Ohio)
Ohio
$5.46M -$212K -1,057 -4%
DS
1584
DRW Securities
Illinois
$5.46M +$534K +2,666 +11%
EWA
1585
EverSource Wealth Advisors
Alabama
$5.46M +$571K +2,977 +12%
CGL
1586
Clarius Group LLC
Washington
$5.44M -$599K -2,989 -10%
HWAM
1587
Hennion & Walsh Asset Management
New Jersey
$5.44M +$266K +1,330 +5%
DCM
1588
Delta Capital Management
New Jersey
$5.44M
BEI
1589
Benjamin Edwards Inc
Missouri
$5.42M +$265K +1,324 +5%
VNA
1590
Valley National Advisers
Pennsylvania
$5.41M -$191K -952 -3%
GAG
1591
GM Advisory Group
New York
$5.41M -$61.3K -306 -1%
CAM
1592
Cidel Asset Management
Ontario, Canada
$5.4M -$499K -2,493 -8%
MMG
1593
Monetary Management Group
Missouri
$5.39M -$15K -75 -0.3%
AF
1594
Advisornet Financial
Minnesota
$5.39M -$347K -1,730 -6%
TPI
1595
Trust Point Inc
Wisconsin
$5.39M -$486K -2,424 -8%
SI
1596
Symmetry Investments
Jersey
$5.39M -$4.3M -21,475 -44%
MAM
1597
Montchanin Asset Management
Delaware
$5.38M +$5.38M +26,872 New
SWM
1598
SeaCrest Wealth Management
New York
$5.37M -$1.04M -5,193 -16%
GFP
1599
Gryphon Financial Partners
Ohio
$5.37M +$359K +1,794 +7%
UCI
1600
Uncommon Cents Investing
Wisconsin
$5.37M -$29.4K -147 -0.5%