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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 %
EL
2076
EMFO LLC
Florida
$3.03M -$175K -875 -5%
AIA
2077
Armor Investment Advisors
North Carolina
$3.02M +$7.61K +38 +0.3%
WCM
2078
Weik Capital Management
Pennsylvania
$3.01M -$108K -538 -3%
ACM
2079
Advent Capital Management
New York
$3M -$1M -5,000 -25%
GAM
2080
Grandview Asset Management
Pennsylvania
$3M +$40.5K +202 +1%
FFG
2081
Fortem Financial Group
California
$2.98M +$195K +974 +7%
FFA
2082
Fragasso Financial Advisors
Pennsylvania
$2.97M +$60.3K +301 +2%
SN
2083
Sittner & Nelson
Oregon
$2.97M -$159K -795 -5%
GI
2084
GS Investments
Minnesota
$2.97M +$11K +55 +0.4%
SIC
2085
Sterling Investment Counsel
New York
$2.97M +$896K +4,472 +43%
PMFA
2086
Plante Moran Financial Advisors
Michigan
$2.95M -$463K -2,311 -14%
ACM
2087
AlphaStar Capital Management
North Carolina
$2.94M +$767K +3,830 +35%
NBT
2088
Northwest Bank & Trust
Iowa
$2.94M -$56.2K -293 -2%
FDS
2089
First Dallas Securities
Texas
$2.94M -$86.9K -434 -3%
CFP
2090
Catalyst Financial Partners
Massachusetts
$2.94M +$169K +941 +6%
FCFC
2091
First Commonwealth Financial Corp
Pennsylvania
$2.94M -$8.21K -41 -0.3%
GA
2092
GoalVest Advisory
New York
$2.94M +$1.2M +5,993 +69%
BWM
2093
BKM Wealth Management
Wisconsin
$2.94M +$59.5K +297 +2%
WGC
2094
Watts Gwilliam & Co
Arizona
$2.94M +$2.94M +14,570 New
GGA
2095
Granite Group Advisors
Connecticut
$2.94M -$97.1K -485 -3%
BBP
2096
Banco BTG Pactual
Brazil
$2.93M +$1.17M +5,893 +67%
HFM
2097
Hartford Funds Management
Pennsylvania
$2.93M +$297K +1,481 +11%
MA
2098
MJP Associates
Connecticut
$2.92M +$475K +2,373 +19%
BCM
2099
Birmingham Capital Management
Alabama
$2.92M -$117K -583 -4%
FTIS
2100
First Trust Investment Solutions
Florida
$2.92M +$946K +4,722 +48%