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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
TNA
2751
True North Advisors
Texas
$1.29M +$6.26K +32 +0.5%
IAP
2752
Indie Asset Partners
Indiana
$1.28M +$786K +4,018 +172%
OPWM
2753
Oakwell Private Wealth Management
Texas
$1.28M +$104K +533 +9%
HP
2754
Hyperion Partners
Pennsylvania
$1.28M +$12.5K +64 +1%
FOA
2755
Five Oceans Advisors
California
$1.28M +$63.7K +326 +5%
PIM
2756
Profit Investment Management
Maryland
$1.28M
CCM
2757
Crew Capital Management
Ohio
$1.28M
VP
2758
Verum Partners
North Carolina
$1.28M +$23.5K +120 +2%
KIA
2759
Knollwood Investment Advisory
Maryland
$1.28M +$1.23M +6,310 New
MCA
2760
Millennium Capital Advisors
Arkansas
$1.27M
BRG
2761
Bay Rivers Group
Virginia
$1.27M +$56.7K +290 +5%
RPWA
2762
Regent Peak Wealth Advisors
Georgia
$1.27M +$4.3K +22 +0.4%
EFL
2763
ERn Financial LLC
Wisconsin
$1.27M +$106K +542 +9%
LAM
2764
LifePro Asset Management
California
$1.27M -$32.8K -168 -3%
GIP
2765
Greatmark Investment Partners
Georgia
$1.27M -$16.6K -85 -1%
SDWMA
2766
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.27M -$104K -530 -8%
PIC
2767
Portland Investment Counsel
Ontario, Canada
$1.26M -$9.97K -51 -0.8%
FDDB
2768
Fidelity D&D Bancorp
Pennsylvania
$1.26M -$8.99K -46 -0.7%
SC
2769
Solstein Capital
California
$1.26M +$196 +1 +0%
DIP
2770
Davis Investment Partners
North Carolina
$1.26M -$5.67K -29 -0.5%
SB
2771
Sunflower Bank
Texas
$1.26M -$110K -565 -8%
GAM
2772
Gould Asset Management
California
$1.26M
SWM
2773
Shakespeare Wealth Management
Wisconsin
$1.26M +$2.15K +11 +0.2%
BDF
2774
Black Diamond Financial
Maryland
$1.26M +$106K +543 +10%
GC
2775
GFG Capital
Florida
$1.26M +$1.37K +7 +0.1%