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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
HCP
2726
Hexagon Capital Partners
Arkansas
$1.33M +$27.2K +139 +2%
OFS
2727
Orrstown Financial Services
Pennsylvania
$1.33M +$14.3K +73 +1%
BCG
2728
BayBridge Capital Group
California
$1.33M +$22.1K +113 +2%
NPFS
2729
Novak & Powell Financial Services
Florida
$1.33M -$34K -174 -3%
KFS
2730
Keynote Financial Services
Connecticut
$1.32M
SWM
2731
Sterling Wealth Management
Illinois
$1.32M
FA
2732
Forefront Analytics
Pennsylvania
$1.32M +$639K +3,271 +101%
TA
2733
TFB Advisors
Kansas
$1.32M +$346K +1,772 +37%
CF
2734
Clarity Financial
Texas
$1.31M -$2.74K -14 -0.2%
MSWM
2735
McGlone Suttner Wealth Management
Wisconsin
$1.31M -$194K -993 -11%
EBA
2736
Eagle Bay Advisors
New York
$1.31M +$82.9K +424 +7%
LF
2737
Lantz Financial
Illinois
$1.31M -$1.37K -7 -0.1%
BFG
2738
Berger Financial Group
Minnesota
$1.31M -$1.56K -8 -0.1%
PCM
2739
Prelude Capital Management
New York
$1.31M -$79.4K -406 -6%
CAWM
2740
Capital Advisors Wealth Management
Washington
$1.3M +$286K +1,465 +29%
GCS
2741
Gordian Capital (Singapore)
Singapore
$1.3M -$84.1K -430 -6%
LSA
2742
Lion Street Advisors
Texas
$1.3M -$17.2K -88 -1%
KFA
2743
Kelleher Financial Advisors
New York
$1.3M -$13.9K -71 -1%
ME
2744
McIlrath & Eck
Washington
$1.3M +$30.9K +158 +3%
ATI
2745
ARK & TLK Investments
Oklahoma
$1.3M
MAC
2746
Mason & Associates (California)
California
$1.3M +$17.8K +91 +1%
VCM
2747
Vision Capital Management
Oregon
$1.29M
ATS
2748
Ashton Thomas Securities
New York
$1.29M +$1.22M +6,216 New
PIAS
2749
PCA Investment Advisory Services
Ohio
$1.29M +$11.7K +60 +0.9%
OW
2750
Olistico Wealth
Oklahoma
$1.29M -$61.2K -313 -5%