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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 %
AWMT
1651
AAFMAA Wealth Management & Trust
North Carolina
$5.01M -$449K -2,240 -8%
EML
1652
Eos Management LP
New York
$5.01M
TC
1653
Torno Capital
Massachusetts
$5.01M +$5.01M +25,000 New
SCI
1654
S&CO Inc
Massachusetts
$5.01M
LS
1655
Leelyn Smith
Illinois
$5M -$31.8K -159 -0.6%
FBC
1656
Fairfield, Bush & Co
Connecticut
$4.98M -$239K -1,191 -5%
JF
1657
Jump Financial
Illinois
$4.97M +$4.08M +20,388 +460%
SGI
1658
Summit Global Investments
Utah
$4.97M +$469K +2,341 +10%
GSB
1659
Greenfield Savings Bank
Massachusetts
$4.97M -$41.1K -205 -0.8%
WIC
1660
Wilkins Investment Counsel
Massachusetts
$4.96M +$3.93M +19,612 +379%
EP
1661
Edgestream Partners
New Jersey
$4.95M -$1.02M -5,087 -17%
MCWS
1662
McKinley Carter Wealth Services
West Virginia
$4.95M -$645K -3,218 -12%
RSS
1663
Rosenblum Silverman Sutton
California
$4.94M -$123K -615 -2%
DA
1664
Doliver Advisors
Texas
$4.94M -$366K -1,828 -7%
FFA
1665
Founders Financial Alliance
North Carolina
$4.94M -$79.7K -398 -2%
NDSI
1666
Newman Dignan & Sheerar Inc
Rhode Island
$4.93M -$115K -576 -2%
UBG
1667
United Bank (Georgia)
Georgia
$4.92M -$137K -683 -3%
OWA
1668
Octavia Wealth Advisors
Ohio
$4.91M +$13.2K +66 +0.3%
RCIM
1669
Red Cedar Investment Management
Michigan
$4.88M
SPG
1670
Strategic Planning Group
Utah
$4.88M +$648K +3,233 +15%
BOS
1671
Bank of Stockton
California
$4.88M +$66.9K +334 +1%
RAM
1672
Roanoke Asset Management
New Jersey
$4.88M -$56.9K -284 -1%
FAIM
1673
Financial Advocates Investment Management
Washington
$4.87M +$90.5K +452 +2%
SIA
1674
SeaBridge Investment Advisors
New Jersey
$4.87M -$140K -697 -3%
AHIA
1675
Andrew Hill Investment Advisors
Florida
$4.86M +$1.14M +5,688 +31%