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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
LCWP
2651
Legacy Capital Wealth Partners
Arkansas
$1.48M -$224K -1,148 -14%
TWA
2652
Talisman Wealth Advisors
New Jersey
$1.48M +$60.6K +310 +4%
FMN
2653
Financial Management Network
California
$1.48M +$15.4K +79 +1%
RLWM
2654
RF&L Wealth Management
Massachusetts
$1.48M
RHAM
2655
Round Hill Asset Management
California
$1.48M -$318K -1,625 -18%
AA
2656
Alesco Advisors
New York
$1.47M -$32.6K -167 -2%
MAWA
2657
Moss Adams Wealth Advisors
Washington
$1.47M +$248K +1,267 +21%
ZIMP
2658
Zimmermann Investment Management & Planning
Pennsylvania
$1.47M +$483K +2,471 +52%
AFS
2659
Access Financial Services
Minnesota
$1.46M -$198K -1,013 -12%
GPA
2660
Garrison Point Advisors
California
$1.46M -$63K -322 -4%
CIA
2661
Cladis Investment Advisory
Montana
$1.45M
CMI
2662
Clare Market Investments
Texas
$1.45M +$734K +3,753 +109%
GFPC
2663
Global Financial Private Client
Florida
$1.45M -$10.6K -54 -0.7%
AA
2664
AJ Advisors
Tennessee
$1.45M -$533K -2,728 -28%
KCM
2665
KRS Capital Management
Michigan
$1.45M -$96.2K -492 -6%
DG
2666
DMC Group
Alabama
$1.44M -$15.6K -80 -1%
AP
2667
Atwood & Palmer
Missouri
$1.44M -$49.3K -252 -3%
SM
2668
Salzhauer Michael
$1.44M -$29.3K -150 -2%
FFA
2669
Frazier Financial Advisors
Ohio
$1.44M +$23.3K +119 +2%
UWS
2670
Unique Wealth Strategies
Illinois
$1.44M
LIA
2671
LBMC Investment Advisors
Tennessee
$1.44M
EAM
2672
Evanson Asset Management
California
$1.44M
PIA
2673
Powell Investment Advisors
Florida
$1.43M -$34.2K -175 -2%
BWM
2674
Birchcreek Wealth Management
Ohio
$1.43M
KCFA
2675
Key Client Fiduciary Advisors
New Jersey
$1.43M -$34.2K -175 -2%