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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 %
NCM
1726
NCM Capital Management
New Jersey
$4.56M -$4.41K -22 -0.1%
ATC
1727
Adirondack Trust Company
New York
$4.56M -$55.7K -278 -1%
KFI
1728
Key Financial Inc
Pennsylvania
$4.56M +$2.4K +12 +0.1%
SPI
1729
Sutton Place Investors
New York
$4.55M +$1.93M +9,626 +73%
WAM
1730
Wakefield Asset Management
Colorado
$4.55M -$211K -1,053 -4%
TPW
1731
Transatlantique Private Wealth
New York
$4.55M -$37.1K -185 -0.8%
CVA
1732
Central Valley Advisors
California
$4.55M -$64.1K -320 -1%
HI
1733
Hudock Inc
Pennsylvania
$4.54M -$1.09M -5,423 -19%
HCM
1734
Highlander Capital Management
New Jersey
$4.54M -$20K -100 -0.4%
Verition Fund Management
1735
Verition Fund Management
Connecticut
$4.54M -$74.7K -373 -2%
TCA
1736
Trifecta Capital Advisors
Illinois
$4.53M +$94.5K +472 +2%
WC
1737
Weil Company
California
$4.52M -$1.77M -8,830 -28%
CAC
1738
Certified Advisory Corp
Florida
$4.51M -$39.1K -195 -0.9%
PP
1739
Pacifica Partners
Canada
$4.51M -$45.9K -236 -1%
CIAS
1740
Capital Investment Advisory Services
North Carolina
$4.5M -$148K -740 -3%
HI
1741
Hoey Investments
Pennsylvania
$4.48M +$350K +1,747 +8%
GBWM
1742
Granite Bay Wealth Management
New Hampshire
$4.48M -$261M -1,302,480 -98%
CWM
1743
Connecticut Wealth Management
Connecticut
$4.48M -$405K -2,020 -8%
GLR
1744
Great Lakes Retirement
Ohio
$4.48M -$60.5K -302 -1%
LOIM
1745
Liberty One Investment Management
Illinois
$4.47M +$156K +781 +4%
DWM
1746
Dynasty Wealth Management
Florida
$4.46M +$4.46M +22,261 New
AM
1747
Account Management
Massachusetts
$4.45M
ACM
1748
Altrius Capital Management
North Carolina
$4.44M -$961K -4,800 -18%
NSB
1749
Norway Savings Bank
Maine
$4.43M -$167K -835 -4%
ESB
1750
Essex Savings Bank
Connecticut
$4.43M