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JPMorgan Chase

4,166 hedge funds and large institutions have $416B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,733 increasing their positions, 1,808 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

1% more funds holding

Funds holding: 4,1094,166 (+57)

1% more capital invested

Capital invested by funds: $414B → $416B (+$2.39B)

0.16% less ownership

Funds ownership: 71.84%71.68% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 1,733 | Existing positions reduced: 1,808

6% less funds holding in top 10

Funds holding in top 10: 719675 (-44)

20% less call options, than puts

Call options by funds: $7.24B | Put options by funds: $9.01B

Holders
4,166
Holders Change
+57
Holders Change %
+1.39%
% of All Funds
60.17%
Holding in Top 10
675
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.12%
% of All Funds
9.75%
New
201
Increased
1,733
Reduced
1,808
Closed
90
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
2476
Ridgecrest Wealth Partners
California
$1.83M +$4.89K +25 +0.3%
DL
2477
DOHJ LLC
Washington
$1.82M +$70.2K +359 +4%
NEWAS
2478
N.E.W. Advisory Services
Wisconsin
$1.82M -$48.7K -249 -3%
AC
2479
Asio Capital
Kentucky
$1.82M +$20.3K +104 +1%
DM
2480
Delphi Management
Massachusetts
$1.82M +$15.1K +77 +0.9%
EWS
2481
Eagle Wealth Strategies
New Jersey
$1.82M +$127K +648 +8%
PPC
2482
Park Place Capital
Alabama
$1.81M -$119K -610 -6%
TB
2483
Terril Brothers
Missouri
$1.81M -$29.3K -150 -2%
BPAMU
2484
BTG Pactual Asset Management US
New York
$1.81M +$1.75M +8,956 New
CIA
2485
Citadel Investment Advisory
Ohio
$1.81M
OWG
2486
Oxford Wealth Group
Florida
$1.81M +$396K +2,027 +29%
CH
2487
Cromwell Holdings
Wyoming
$1.8M +$1.74M +8,913 New
IF
2488
IRON Financial
Illinois
$1.8M +$10.8K +55 +0.6%
BSI
2489
Bennett Selby Investments
Maine
$1.8M +$196 +1 +0%
CSB
2490
City State Bank
Iowa
$1.8M -$34K -174 -2%
CGA
2491
Crescent Grove Advisors
Illinois
$1.8M -$195K -995 -10%
W
2492
Wealthquest
Ohio
$1.79M -$32.5K -166 -2%
SAMT
2493
Select Asset Management & Trust
Pennsylvania
$1.79M -$14.1K -72 -0.8%
AWS
2494
Aspen Wealth Strategies
Colorado
$1.79M -$9.78K -50 -0.6%
GCC
2495
Game Creek Capital
Massachusetts
$1.79M
CWM
2496
Cranbrook Wealth Management
Michigan
$1.79M +$926K +4,735 +115%
FNBTCON
2497
First National Bank & Trust Co of Newtown
Pennsylvania
$1.79M +$29.3K +150 +2%
GCM
2498
Gladius Capital Management
Illinois
$1.78M +$1.47M +7,501 +567%
DWM
2499
Defined Wealth Management
Oregon
$1.78M +$12.5K +64 +0.7%
UAML
2500
US Asset Management LLC
Pennsylvania
$1.78M -$70.4K -360 -4%