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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 %
KM
2001
KP Management
Minnesota
$3.31M
EFSCE
2002
Enterprise Financial Services Corp (EFSC)
Missouri
$3.31M -$273K -1,365 -8%
HVP
2003
Hudson Value Partners
Florida
$3.3M +$373K +1,860 +13%
FIC
2004
FCG Investment Company
Tennessee
$3.29M -$15K -75 -0.5%
MTIC
2005
Missouri Trust & Investment Company
Missouri
$3.29M -$119K -594 -3%
MC
2006
Martin & Co
Tennessee
$3.28M -$48.5K -242 -1%
HI
2007
Handelsinvest Investeringsforvaltning
Denmark
$3.28M -$1.43M -7,132 -30%
LIM
2008
Loudon Investment Management
New Hampshire
$3.27M
FFA
2009
Fortune Financial Advisors
Kansas
$3.26M -$302K -1,508 -8%
SCM
2010
Spreng Capital Management
Ohio
$3.26M -$24.2K -121 -0.7%
LAS
2011
Lloyd Advisory Services
Georgia
$3.25M +$2.78M +13,875 +584%
TWA
2012
TCI Wealth Advisors
Arizona
$3.25M +$6.41K +32 +0.2%
WA
2013
Wealth Alliance
New York
$3.24M +$244K +1,216 +8%
CIAS
2014
CFS Investment Advisory Services
New Jersey
$3.24M +$70.9K +354 +2%
CG
2015
Cynosure Group
Utah
$3.24M +$1.14M +5,702 +55%
HCCM
2016
Hudson Canyon Capital Management
New York
$3.23M
RTC
2017
Riverview Trust Company
Washington
$3.23M +$24K +120 +0.7%
WP
2018
WMS Partners
Maryland
$3.22M +$160K +797 +5%
GWM
2019
GSB Wealth Management
Connecticut
$3.22M -$45.3K -226 -1%
CPIA
2020
Cornell Pochily Investment Advisors
New York
$3.22M +$35.9K +179 +1%
PB
2021
Pinnacle Bancorp
Nebraska
$3.21M +$3.81K +19 +0.1%
TPWM
2022
Twelve Points Wealth Management
Massachusetts
$3.21M -$42.5K -212 -1%
LA
2023
LM Advisors
California
$3.21M +$416K +2,077 +15%
LAIC
2024
Lederer & Associates Investment Counsel
California
$3.21M -$123K -612 -4%
TWM
2025
TriaGen Wealth Management
California
$3.21M -$3.01K -15 -0.1%