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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
WG
2626
Wealth Group
North Carolina
$1.52M -$5.08K -26 -0.3%
HWP
2627
Highline Wealth Partners
California
$1.52M +$53.6K +274 +4%
ACM
2628
Armbruster Capital Management
New York
$1.52M +$63.3K +324 +5%
FCA
2629
Fortis Capital Advisors
Kansas
$1.52M +$97.8K +500 +7%
GA
2630
Greenhaven Associates
New York
$1.52M -$903M -4,618,884 -100%
TC
2631
Trilogy Capital
California
$1.52M +$923K +4,722 +170%
AWM
2632
AllSquare Wealth Management
New York
$1.52M +$31.7K +162 +2%
CICI
2633
Capital Investment Counsel Inc
North Carolina
$1.51M +$9.78K +50 +0.7%
SHFA
2634
SC&H Financial Advisors
Maryland
$1.51M +$35K +179 +2%
GFA
2635
Gallagher Fiduciary Advisors
Illinois
$1.51M +$157K +804 +12%
HG
2636
Herbst Group
Connecticut
$1.51M -$156K -800 -10%
AAIM
2637
Asset Advisors Investment Management
Georgia
$1.51M +$1.46M +7,457 New
GWM
2638
Gray Wealth Management
Maine
$1.51M +$92.5K +473 +7%
CP
2639
Covenant Partners
Tennessee
$1.51M
EWS
2640
Evergreen Wealth Solutions
Pennsylvania
$1.51M -$242K -1,239 -14%
AF
2641
Affiance Financial
Minnesota
$1.51M +$58.6K +300 +4%
RFG
2642
RFP Financial Group
Georgia
$1.5M -$93.6K -479 -6%
FFO
2643
Fortitude Family Office
Arizona
$1.5M +$299K +1,527 +26%
OIM
2644
Orca Investment Management
Oregon
$1.5M +$4.11K +21 +0.3%
VC
2645
Veracity Capital
Georgia
$1.5M -$118K -603 -8%
DCM
2646
Driehaus Capital Management
Illinois
$1.49M +$167K +854 +13%
RWPA
2647
Richard W. Paul & Associates
Michigan
$1.49M -$81.1K -415 -5%
S
2648
Sunpointe
Missouri
$1.49M +$36.8K +188 +3%
ACA
2649
Atlas Capital Advisors
Wyoming
$1.49M
EA
2650
Ellsworth Advisors
Ohio
$1.49M +$144K +739 +11%