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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
SFB
2676
STAR Financial Bank
Indiana
$1.43M -$221K -1,130 -14%
HFA
2677
Highland Financial Advisors
New Jersey
$1.43M +$9.78K +50 +0.7%
HWA
2678
Heartwood Wealth Advisors
Virginia
$1.43M +$135K +689 +11%
EIA
2679
Edgemoor Investment Advisors
Maryland
$1.43M +$196 +1 +0%
AWG
2680
Altus Wealth Group
Colorado
$1.42M -$86.4K -442 -6%
NJIM
2681
Nabity-Jensen Investment Management
Nebraska
$1.42M -$16.8K -86 -1%
LWM
2682
Lionsbridge Wealth Management
Florida
$1.42M -$4.89K -25 -0.4%
SMA
2683
Seven Mile Advisory
New Jersey
$1.41M -$406K -2,076 -23%
SCA
2684
Sippican Capital Advisors
Massachusetts
$1.41M -$5.87K -30 -0.4%
TSMHT
2685
Thurston Springer Miller Herd & Titak
Indiana
$1.41M +$1.37M +6,984 New
SFS
2686
Security Financial Services
Indiana
$1.41M +$37.3K +191 +3%
BIA
2687
Benchmark Investment Advisors
Illinois
$1.41M +$218K +1,117 +19%
SFS
2688
Solitude Financial Services
Virginia
$1.41M +$761K +3,894 +127%
AIM
2689
ARGA Investment Management
Connecticut
$1.41M
FC
2690
Fairscale Capital
New Hampshire
$1.4M +$1.28M +6,570 New
WAG
2691
Wiser Advisor Group
Arizona
$1.4M +$22.5K +115 +2%
JJBC
2692
James J. Burns & Company
New York
$1.4M +$391K +2,002 +41%
TVAMP
2693
Tennessee Valley Asset Management Partners
Tennessee
$1.4M +$91.9K +470 +7%
MFWP
2694
Mosaic Family Wealth Partners
Missouri
$1.39M +$11.3K +58 +0.8%
SWS
2695
SYSTM Wealth Solutions
Illinois
$1.39M -$3.31M -16,942 -71%
FI
2696
Finivi Inc
Massachusetts
$1.39M +$587K +3,004 +77%
T. Rowe Price Investment Management
2697
T. Rowe Price Investment Management
Maryland
$1.39M +$434K +2,220 +48%
PVM
2698
Palogic Value Management
Texas
$1.38M
FG
2699
Foster Group
Iowa
$1.38M +$79.2K +405 +6%
HCP
2700
Hardin Capital Partners
South Carolina
$1.38M +$1.33M +6,813 New