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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 %
MCM
2301
Mainstay Capital Management
Michigan
$2.21M
BWP
2302
BSW Wealth Partners
Colorado
$2.21M -$30.4K -152 -1%
AFC
2303
AFT Forsyth & Company
Florida
$2.21M -$159K -795 -7%
PCM
2304
Princeton Capital Management
New Jersey
$2.21M -$67.9K -339 -3%
RBFC
2305
Roman Butler Fullerton & Co
Missouri
$2.2M -$4.36K -23 -0.2%
ACM
2306
Ardent Capital Management
Ohio
$2.2M -$6.01M -29,984 -73%
HTHT
2307
Hemenway Trust Hemenway Trust
New Hampshire
$2.2M +$163K +815 +8%
NPF
2308
Norris Perne & French
Michigan
$2.2M -$8.01K -40 -0.4%
BIA
2309
BHK Investment Advisors
Alabama
$2.2M +$792K +3,954 +56%
LIM
2310
Letson Investment Management
Georgia
$2.19M +$38.1K +190 +2%
VC
2311
Vicus Capital
Pennsylvania
$2.19M +$288K +1,437 +15%
CFG
2312
CKW Financial Group
Hawaii
$2.19M -$27.7K -139 -1%
WP
2313
Westmount Partners
California
$2.19M -$27.6K -138 -1%
ACMA
2314
Arbor Capital Management (Alaska)
Alaska
$2.18M -$477K -2,483 -18%
OIM
2315
Oder Investment Management
California
$2.18M -$210K -1,047 -9%
LCAM
2316
London & Capital Asset Management
United Kingdom
$2.18M +$125K +623 +6%
FF
2317
Farrow Financial
Vermont
$2.17M -$435K -2,173 -17%
PDL
2318
Portfolio Design Labs
California
$2.17M -$171K -855 -7%
FNBOH
2319
First National Bank of Hutchinson
Kansas
$2.16M +$163K +813 +8%
JWM
2320
JPL Wealth Management
Colorado
$2.16M +$407K +2,031 +23%
HBW
2321
Hazlett, Burt & Watson
West Virginia
$2.16M -$38.2K -191 -2%
LFP
2322
Lakeshore Financial Planning
Michigan
$2.16M +$1.2K +6 +0.1%
EWM
2323
Elmwood Wealth Management
California
$2.14M +$486K +2,426 +29%
CW
2324
CIC Wealth
Maryland
$2.14M -$43.5K -217 -2%
HCM
2325
HMS Capital Management
Tennessee
$2.14M -$111K -554 -5%