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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 %
UOTTAIMCU
1626
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.18M +$4.98M +24,886 +2,563%
AIS
1627
AM Investment Strategies
Tennessee
$5.18M +$6.41K +32 +0.1%
EW
1628
Evoke Wealth
California
$5.18M +$5.18M +25,844 New
LRPA
1629
L. Roy Papp & Associates
Arizona
$5.17M +$19.6K +98 +0.4%
MCC
1630
Malaga Cove Capital
California
$5.16M -$39.7K -198 -0.8%
MPIA
1631
Mountain Pacific Investment Advisers
Idaho
$5.14M -$101K -502 -2%
BFPW
1632
BOK Financial Private Wealth
Colorado
$5.13M -$152K -761 -3%
MSAM
1633
Moloney Securities Asset Management
Missouri
$5.13M -$439K -2,193 -8%
NSLI
1634
Nan Shan Life Insurance
Taiwan
$5.13M -$15.5M -77,606 -75%
MHS
1635
M Holdings Securities
Oregon
$5.12M -$1.45M -7,241 -22%
SIC
1636
Shoker Investment Counsel
Ohio
$5.12M -$18.5K -93 -0.4%
MCB
1637
Morton Community Bank
Illinois
$5.1M +$126K +630 +3%
IRAG
1638
Investment Research & Advisory Group
Georgia
$5.1M +$67.1K +335 +1%
LCM
1639
Liberty Capital Management
Michigan
$5.09M +$17.2K +86 +0.3%
MPPLM
1640
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.09M -$247K -1,234 -5%
MVA
1641
Mount Vernon Associates
Maryland
$5.07M -$8.01K -40 -0.2%
RCM
1642
RB Capital Management
Nevada
$5.07M +$287K +1,434 +6%
CWM
1643
Calamos Wealth Management
Illinois
$5.05M -$541K -2,700 -10%
GCA
1644
Gradient Capital Advisors
California
$5.04M -$19K -95 -0.4%
BHB
1645
Bank Hapoalim BM
Israel
$5.04M -$425K -2,122 -8%
MC
1646
Mathes Company
New York
$5.02M -$8.01K -40 -0.2%
AWM
1647
Accurate Wealth Management
Florida
$5.02M +$351K +1,887 +8%
SIAG
1648
Signet Investment Advisory Group
Rhode Island
$5.01M +$80.3K +401 +2%
Koshinski Asset Management
1649
Koshinski Asset Management
Illinois
$5.01M +$2.24M +11,197 +81%
NB
1650
Nicolet Bankshares
Wisconsin
$5.01M -$42.5K -212 -0.8%