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JPMorgan Chase

4,165 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: 4,1084,165 (+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
4,165
Holders Change
+57
Holders Change %
+1.39%
% of All Funds
60.16%
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
COCM
2601
Charter Oak Capital Management
New Hampshire
$1.56M -$92.9K -475 -6%
KSWWM
2602
Keyes Stange & Wooten Wealth Management
Florida
$1.56M -$51.6K -264 -3%
PFS
2603
Physicians Financial Services
North Carolina
$1.56M +$31.3K +160 +2%
BWA
2604
Bordeaux Wealth Advisors
California
$1.56M +$66.1K +338 +5%
CRI
2605
Colonial River Investments
Virginia
$1.55M -$41.6K -213 -3%
GPI
2606
General Partner Inc
Pennsylvania
$1.55M +$6.84K +35 +0.5%
FIM
2607
Freedom Investment Management
Connecticut
$1.55M -$346K -1,770 -19%
CC
2608
Commons Capital
Massachusetts
$1.55M -$65.9K -337 -4%
KA
2609
Kozak & Associates
Colorado
$1.55M -$124K -635 -8%
LOIP
2610
Live Oak Investment Partners
Texas
$1.55M
SAM
2611
SignalPoint Asset Management
Missouri
$1.55M -$5.67K -29 -0.4%
BSSFA
2612
Baron Silver Stevens Financial Advisors
Florida
$1.55M -$92.9K -475 -6%
FCG
2613
Fielder Capital Group
Tennessee
$1.55M -$349K -1,786 -19%
OWA
2614
ORBA Wealth Advisors
Illinois
$1.55M +$48.3K +247 +3%
CWM
2615
Centric Wealth Management
Illinois
$1.54M +$5.47K +28 +0.4%
CNBT
2616
Cornerstone National Bank & Trust
Illinois
$1.54M +$35.4K +181 +2%
AIM
2617
Alhambra Investment Management
Florida
$1.54M +$2.74K +14 +0.2%
PWP
2618
Phillips Wealth Planners
Mississippi
$1.54M +$96.8K +495 +7%
DFS
2619
Dixon Fnancial Services
California
$1.54M
FM
2620
Freemont Management
Switzerland
$1.54M -$7.33M -37,500 -83%
GHAM
2621
Gilman Hill Asset Management
Connecticut
$1.54M -$311K -1,591 -17%
OL
2622
OneFund LLC
Florida
$1.53M +$13.5K +69 +0.9%
QIM
2623
Quest Investment Management
Oregon
$1.53M +$1.25M +6,386 +546%
NWM
2624
Northwest Wealth Management
Iowa
$1.53M +$7.23K +37 +0.5%
UF
2625
Univest Financial
Pennsylvania
$1.52M -$56.1K -287 -4%