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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 %
NHC
2176
Nicholas Hoffman & Company
Georgia
$2.57M -$216K -1,077 -8%
UAG
2177
United Advisor Group
Ohio
$2.57M +$2.57M +12,836 New
IF
2178
Intrua Financial
Texas
$2.57M -$1.04M -5,199 -29%
BST
2179
Bath Savings Trust
Maine
$2.56M +$23.2K +116 +0.9%
FBT
2180
First Bank & Trust
South Dakota
$2.56M -$111K -553 -4%
CB
2181
Centennial Bank
Arkansas
$2.56M -$66.5K -332 -3%
BHCM
2182
Brevan Howard Capital Management
Jersey
$2.55M -$2.23M -11,156 -47%
AGAM
2183
Audent Global Asset Management
California
$2.54M +$38.1K +190 +2%
BAM
2184
Byrne Asset Management
New Jersey
$2.54M -$56.1K -280 -2%
PBK
2185
Peoples Bank (Kansas)
Kansas
$2.54M -$32.4K -162 -1%
LWMM
2186
Legacy Wealth Management (Mississippi)
Mississippi
$2.54M
ILI
2187
Invesco LLC (Illinois)
Illinois
$2.53M +$45.9K +229 +2%
BB
2188
Burford Brothers
Texas
$2.53M -$2.2K -11 -0.1%
UCB
2189
United Community Bank
South Carolina
$2.53M -$110K -551 -4%
HNWAG
2190
High Net Worth Advisory Group
Florida
$2.52M -$36.7K -183 -1%
PCM
2191
Pointe Capital Management
Michigan
$2.52M -$10K -50 -0.4%
CHJWM
2192
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.51M -$28.8K -149 -1%
EB
2193
Exchange Bank
California
$2.51M -$16.2K -81 -0.6%
PSB
2194
Passumpsic Savings Bank
Vermont
$2.51M +$2.51M +12,534 New
HWA
2195
Heritage Wealth Advisors
Virginia
$2.51M -$738K -3,682 -23%
PH
2196
Pinnacle Holdings
Oklahoma
$2.51M -$157K -785 -6%
1IA
2197
1620 Investment Advisors
Massachusetts
$2.5M +$48.3K +241 +2%
MHIC
2198
Marble Harbor Investment Counsel
Massachusetts
$2.5M +$60.1K +300 +2%
FCB
2199
First County Bank
Connecticut
$2.5M -$317K -1,582 -11%
BL
2200
Balentine LLC
Georgia
$2.5M +$133K +662 +6%