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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
AFP
2501
Ausdal Financial Partners
Iowa
$1.78M -$44.2K -226 -3%
STAS
2502
Strong Tower Advisory Services
Minnesota
$1.78M +$439K +2,247 +34%
HFAS
2503
Hummer Financial Advisory Services
Illinois
$1.78M -$18.2K -93 -1%
TCB
2504
Texas Capital Bancshares
Texas
$1.77M -$155K -795 -8%
OAM
2505
Ostrum Asset Management
France
$1.77M +$78.2K +400 +5%
MCM
2506
Mendel Capital Management
Arkansas
$1.77M -$18.4K -94 -1%
RB
2507
Rodgers Brothers
Pennsylvania
$1.77M +$48.9K +250 +3%
MKC
2508
M. Kraus & Co
Vermont
$1.77M +$29.3K +150 +2%
GWP
2509
Gen-Wealth Partners
Michigan
$1.77M +$13.9K +71 +0.8%
SIC
2510
Samalin Investment Counsel
New York
$1.77M -$47.9K -245 -3%
DBG
2511
De Burlo Group
Massachusetts
$1.77M -$168K -860 -9%
MWM
2512
Mittelman Wealth Management
Massachusetts
$1.77M -$27.4K -140 -2%
AFA
2513
AA Financial Advisors
Ohio
$1.77M -$89K -455 -5%
PWP
2514
Precedent Wealth Partners
Texas
$1.76M +$65.9K +337 +4%
PCG
2515
PFC Capital Group
California
$1.76M
FVWA
2516
Foster Victor Wealth Advisors
South Carolina
$1.76M +$117K +599 +8%
PA
2517
Prossimo Advisors
California
$1.76M +$8.8K +45 +0.5%
RCM
2518
RMR Capital Management
California
$1.76M
AWM
2519
Accel Wealth Management
Iowa
$1.75M +$132K +676 +8%
EAM
2520
Eukles Asset Management
Ohio
$1.75M +$39.5K +202 +2%
AAM
2521
AMI Asset Management
California
$1.75M -$61.8K -316 -4%
TIM
2522
Tortoise Investment Management
New York
$1.74M +$28.3K +145 +2%
FNBSF
2523
First National Bank Sioux Falls
South Dakota
$1.74M
MMM
2524
Mendel Money Management
Illinois
$1.74M -$400K -2,048 -19%
GSC
2525
G&S Capital
Colorado
$1.74M -$264K -1,352 -14%