JPM icon

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 %
NNPTE
2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.2M -$4.76M -23,755 -60%
EA
2027
Eclectic Associates
California
$3.2M -$185K -926 -5%
HIC
2028
Hartline Investment Corp
Illinois
$3.2M +$124K +619 +4%
BCA
2029
Bay Colony Advisors
Massachusetts
$3.2M +$168K +837 +6%
EFM
2030
E Fund Management
China
$3.2M +$2.28M +11,392 +249%
FFS
2031
Founders Financial Securities
Maryland
$3.19M -$708K -3,537 -18%
CRA
2032
Clear Rock Advisors
Texas
$3.19M +$18.8K +94 +0.6%
BCFD
2033
Boit C.F. David
$3.19M
KF
2034
Krilogy Financial
Missouri
$3.18M +$13.8K +69 +0.4%
MWM
2035
Marion Wealth Management
Pennsylvania
$3.18M +$14K +70 +0.4%
AWC
2036
Abundance Wealth Counselors
Pennsylvania
$3.18M -$13K -65 -0.4%
SICM
2037
Sustainable Insight Capital Management
New York
$3.17M +$20K +100 +0.6%
JGCM
2038
Joseph Group Capital Management
Ohio
$3.17M +$457K +2,280 +17%
DAM
2039
Delta Asset Management
Tennessee
$3.16M -$31.4K -157 -1%
CCG
2040
Chatham Capital Group
Georgia
$3.16M +$75.1K +375 +2%
PWAM
2041
Pinnacle West Asset Management
Wyoming
$3.16M -$18K -90 -0.6%
IF
2042
Ironwood Financial
Arizona
$3.15M +$6.01K +30 +0.2%
IFWM
2043
Institute for Wealth Management
Colorado
$3.15M -$93.5K -467 -3%
MLM
2044
Mount Lucas Management
Pennsylvania
$3.15M -$288K -1,437 -8%
IIA
2045
IPG Investment Advisors
California
$3.14M -$83.7K -418 -3%
HFP
2046
Holistic Financial Partners
Indiana
$3.14M +$33.7K +168 +1%
FFO
2047
Fiduciary Family Office
Florida
$3.14M +$213K +1,063 +7%
AWA
2048
Aaron Wealth Advisors
Illinois
$3.14M +$823K +4,109 +36%
WFG
2049
Wills Financial Group
Virginia
$3.14M +$220K +1,097 +8%
BSG
2050
Black Swift Group
Colorado
$3.13M -$539K -2,692 -15%