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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 %
FFC
2226
First Financial Corp
Indiana
$2.41M -$55.3K -276 -2%
ZB
2227
Zions Bancorporation
Utah
$2.4M +$779K +3,888 +48%
JSW
2228
Journey Strategic Wealth
New Jersey
$2.4M +$520K +2,596 +28%
UM
2229
Ulysses Management
New York
$2.4M
DI
2230
DAGCO Inc
Ohio
$2.4M +$2M +10,000 +507%
MIP
2231
Marietta Investment Partners
Wisconsin
$2.4M -$4.01K -20 -0.2%
SCG
2232
Sonata Capital Group
Washington
$2.39M +$90.1K +450 +4%
AC
2233
Aldebaran Capital
Indiana
$2.38M
AWM
2234
Angeles Wealth Management
California
$2.37M +$262K +1,306 +12%
MCI
2235
MRP Capital Investments
Georgia
$2.37M +$15.4K +77 +0.7%
FA
2236
Financial Advisors
Massachusetts
$2.37M -$63.1K -315 -3%
NME
2237
Notis-McConarty Edward
$2.36M -$210K -1,050 -8%
MA
2238
MBA Advisors
Pennsylvania
$2.35M -$17K -85 -0.7%
ES
2239
Eagle Strategies
New York
$2.35M +$1.24M +6,204 +113%
EA
2240
Eudaimonia Advisors
Tennessee
$2.34M +$347K +1,733 +17%
SIP
2241
Stoneridge Investment Partners
Pennsylvania
$2.34M -$384K -1,918 -14%
TGAM
2242
TBH Global Asset Management
Tennessee
$2.33M +$206K +1,026 +10%
WA
2243
Waddell & Associates
Tennessee
$2.33M +$40.5K +202 +2%
WAM
2244
Weatherly Asset Management
California
$2.33M -$20K -100 -0.9%
TFA
2245
Transamerica Financial Advisors
Florida
$2.33M -$1.87M -9,357 -45%
AC
2246
ASB Consultores
Florida
$2.32M +$1.5M +7,512 +184%
FI
2247
Financial Insights
Washington
$2.32M +$36.1K +180 +2%
AWA
2248
Acorn Wealth Advisors
Michigan
$2.32M -$45.9K -229 -2%
PF
2249
Prosperitas Financial
California
$2.32M +$255K +1,273 +12%
KA
2250
Klingman & Associates
New York
$2.31M +$36.9K +184 +2%