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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
LA
2551
LexAurum Advisors
Kansas
$1.67M -$40.7K -208 -2%
GC
2552
Guidance Capital
Kentucky
$1.67M +$37.1K +190 +2%
SIS
2553
Sound Income Strategies
Florida
$1.67M -$12.3K -63 -0.8%
PL
2554
Plancorp LLC
Missouri
$1.67M +$21.7K +111 +1%
BFG
2555
Bouchey Financial Group
New York
$1.67M -$21.5K -110 -1%
JWWM
2556
Johnson & White Wealth Management
Pennsylvania
$1.67M +$130K +663 +9%
VWM
2557
Venturi Wealth Management
Texas
$1.67M +$657K +3,362 +69%
LGA
2558
Lebenthal Global Advisors
New York
$1.66M +$61.8K +316 +4%
CAM
2559
CPA Asset Management
Florida
$1.66M
CVM
2560
Cheviot Value Management
California
$1.66M
MFG
2561
Monte Financial Group
Connecticut
$1.66M
Members Trust
2562
Members Trust
Florida
$1.65M -$18.6K -95 -1%
CCA
2563
Childress Capital Advisors
Texas
$1.65M +$75.1K +384 +5%
LCGC
2564
Legacy Capital Group California
California
$1.65M +$21.3K +109 +1%
MSCM
2565
McElhenny Sheffield Capital Management
Texas
$1.64M +$1.17K +6 +0.1%
AS
2566
Altshuler Shaham
Israel
$1.64M -$471K -2,411 -23%
BCP
2567
Berkeley Capital Partners
Georgia
$1.64M -$92.1K -471 -6%
FGI
2568
Foresight Global Investors
New York
$1.63M
TF
2569
TLWM Financial
Texas
$1.63M -$6.84K -35 -0.4%
ACM
2570
Accent Capital Management
Ohio
$1.63M +$196 +1 +0%
PG
2571
Proffitt & Goodson
Tennessee
$1.63M -$12.7K -65 -0.8%
RL
2572
Rogco LP
Oklahoma
$1.63M -$9.19K -47 -0.6%
AFG
2573
ABLE Financial Group
Arizona
$1.62M +$357K +1,828 +30%
AC
2574
ASB Consultores
Florida
$1.62M -$699K -3,573 -31%
OBGC
2575
O'Brien Greene & Co
Pennsylvania
$1.62M +$183K +936 +13%