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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
ISWM
2526
Independent Solutions Wealth Management
New York
$1.74M -$166K -847 -9%
AFG
2527
Allegheny Financial Group
Pennsylvania
$1.73M +$422K +2,157 +34%
NAMNJ
2528
NorthStar Asset Management (New Jersey)
New Jersey
$1.73M +$50.6K +259 +3%
LB
2529
Legacy Bridge
Iowa
$1.73M +$1.76K +9 +0.1%
SFS
2530
Stiles Financial Services
Minnesota
$1.73M -$9.38K -48 -0.6%
IF
2531
Intrua Financial
Texas
$1.72M -$837K -4,282 -33%
FW
2532
FullCircle Wealth
Texas
$1.72M +$1.61M +8,252 New
TT
2533
TI-Trust
Illinois
$1.72M -$131K -668 -7%
WIA
2534
Westbourne Investment Advisors
Maryland
$1.72M -$13.3K -68 -0.8%
MHWM
2535
Montz Harcus Wealth Management
Louisiana
$1.72M +$8.6K +44 +0.5%
APW
2536
Austin Private Wealth
Texas
$1.71M +$216K +1,105 +15%
WAL
2537
W Advisors LLC
Tennessee
$1.71M +$14.9K +76 +0.9%
SCM
2538
Steele Capital Management
Iowa
$1.7M +$27.2K +139 +2%
WMA
2539
Wealth Management Associates
New Jersey
$1.7M
HSA
2540
Hussman Strategic Advisors
Maryland
$1.7M +$1.64M +8,400 New
MPW
2541
Monterey Private Wealth
California
$1.69M +$164K +837 +11%
PPP
2542
Private Portfolio Partners
New Jersey
$1.69M -$32.3K -165 -2%
OC
2543
Oarsman Capital
Wisconsin
$1.69M +$26.6K +136 +2%
SWRP
2544
Summit Wealth & Retirement Planning
California
$1.69M -$15.6K -80 -1%
Financial Engines Advisors
2545
Financial Engines Advisors
California
$1.68M +$4.5K +23 +0.3%
OWA
2546
One Wealth Advisors
California
$1.68M +$180K +922 +13%
CS
2547
Capital Square
Tennessee
$1.68M -$15.4K -79 -1%
CIM
2548
Caldwell Investment Management
Ontario, Canada
$1.68M
CA
2549
Calton & Associates
Florida
$1.68M -$18.8K -96 -1%
SFG
2550
Sather Financial Group
Texas
$1.67M