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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
CA
2576
Crewe Advisors
Utah
$1.62M -$193K -989 -11%
GCM
2577
GoodHaven Capital Management
New Jersey
$1.62M
KFSC
2578
Keystone Financial Services (Colorado)
Colorado
$1.62M +$65.3K +334 +4%
PWP
2579
Pursue Wealth Partners
California
$1.61M +$97.8K +500 +7%
SR
2580
Syntax Research
Florida
$1.61M -$46.1K -236 -3%
ASBI
2581
American State Bank (Iowa)
Iowa
$1.61M +$11.7K +60 +0.8%
GA
2582
Geller Advisors
New York
$1.61M +$129K +658 +9%
CCA
2583
Cora Capital Advisors
New Jersey
$1.61M -$17.6K -90 -1%
KWM
2584
Kolinsky Wealth Management
New Jersey
$1.6M +$44.6K +228 +3%
CPC
2585
Cookson Peirce & Co
Pennsylvania
$1.6M +$279K +1,425 +22%
TC
2586
Trust Company
Kansas
$1.6M +$247K +1,264 +19%
TFP
2587
Tilia Fiduciary Partners
North Carolina
$1.6M -$37.9K -194 -2%
EM
2588
ELCO Management
New York
$1.59M -$32.6K -167 -2%
HI
2589
Hendershot Investments
Virginia
$1.59M -$90.9K -465 -6%
MAM
2590
Milestone Asset Management
Pennsylvania
$1.59M +$742K +3,793 +93%
TWM
2591
Thrive Wealth Management
Pennsylvania
$1.58M -$6.84K -35 -0.4%
IA
2592
IFG Advisors
Missouri
$1.58M +$35K +179 +2%
MWP
2593
Madison Wealth Partners
Wisconsin
$1.58M +$29.1K +149 +2%
AA
2594
Alta Advisers
United Kingdom
$1.58M +$39.1K +200 +3%
CWM
2595
Castle Wealth Management
Florida
$1.58M -$6.45K -33 -0.4%
AWA
2596
Alta Wealth Advisors
Massachusetts
$1.58M +$4.3K +22 +0.3%
SC
2597
Stephens Consulting
Michigan
$1.58M -$16.4K -84 -1%
FCAS
2598
First Command Advisory Services
Texas
$1.58M -$42.2K -216 -3%
EFA
2599
Edge Financial Advisors
Illinois
$1.58M +$37.5K +192 +3%
SAM
2600
Summit Asset Management
Tennessee
$1.57M +$342K +1,750 +29%