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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
WCA
2701
Waypoint Capital Advisors
Minnesota
$1.38M +$33.8K +173 +3%
MIC
2702
Meridian Investment Counsel
California
$1.38M +$282K +1,443 +27%
VCM
2703
Viewpoint Capital Management
Washington
$1.38M
HFM
2704
Harvest Fund Management
China
$1.38M -$165K -843 -11%
CAM
2705
Costello Asset Management
Pennsylvania
$1.38M -$29.3K -150 -2%
WWC
2706
Waypoint Wealth Counsel
Georgia
$1.38M +$3.13K +16 +0.2%
WC
2707
Winmill & Co
New York
$1.38M
PSFG
2708
Prairie Sky Financial Group
Illinois
$1.37M
RW
2709
REDW Wealth
New Mexico
$1.37M -$8.99K -46 -0.7%
PWM
2710
PBMares Wealth Management
Virginia
$1.37M +$25.8K +132 +2%
NCM
2711
Northside Capital Management
Oregon
$1.37M +$9.78K +50 +0.7%
CWP
2712
Core Wealth Partners
California
$1.36M +$119K +608 +10%
BIA
2713
Beacon Investment Advisors
Maryland
$1.36M +$882K +4,509 +205%
SCP
2714
Sivia Capital Partners
California
$1.36M -$311K -1,589 -19%
FBB
2715
Fulton Breakefield Broenniman
Maryland
$1.35M -$25.4K -130 -2%
AWA
2716
Aletheian Wealth Advisors
Washington
$1.35M -$47.3K -242 -3%
MAM
2717
McLean Asset Management
Virginia
$1.35M +$25.2K +129 +2%
SFS
2718
Symphony Financial Services
Ohio
$1.35M +$1.29M +6,575 New
APF
2719
Alaska Permanent Fund
Alaska
$1.35M -$1.34M -6,832 -52%
HWA
2720
HHM Wealth Advisors
Tennessee
$1.34M +$60K +307 +5%
DPIM
2721
Duff & Phelps Investment Management
Illinois
$1.34M -$5.22M -26,721 -80%
PFA
2722
Pathway Financial Advisors
Vermont
$1.34M
CI
2723
CAZ Investments
Texas
$1.33M
CA
2724
Centerpoint Advisors
Massachusetts
$1.33M -$7.23K -37 -0.6%
CCG
2725
Coastwise Capital Group
California
$1.33M -$87.6K -448 -6%