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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
IHL
2776
Investment House LLC
California
$1.25M +$164K +841 +16%
TA
2777
TrueWealth Advisors
Alabama
$1.25M -$175K -896 -13%
LI
2778
LVZ Inc
Michigan
$1.25M +$182K +931 +18%
MWPCG
2779
Measured Wealth Private Client Group
New Hampshire
$1.24M +$154K +786 +15%
SL
2780
Sentry LLC
Tennessee
$1.24M
VCM
2781
Vivaldi Capital Management
Illinois
$1.24M +$70.2K +359 +6%
EW
2782
Element Wealth
Mississippi
$1.24M +$50K +256 +4%
CastleKeep Investment Advisors
2783
CastleKeep Investment Advisors
Connecticut
$1.24M -$3.91K -20 -0.3%
HFA
2784
High Falls Advisors
New York
$1.24M +$71.9K +368 +6%
HP
2785
Hilltop Partners
Indiana
$1.23M +$167K +855 +16%
PAG
2786
Powers Advisory Group
Illinois
$1.23M +$13.9K +71 +1%
OKSA
2787
O'Keefe Stevens Advisory
New York
$1.23M +$85.6K +438 +8%
SFM
2788
Systematic Financial Management
New Jersey
$1.23M
SXL
2789
Summit X LLC
Missouri
$1.22M +$377K +1,929 +48%
MFG
2790
Menard Financial Group
Texas
$1.22M -$391 -2 -0%
BCM
2791
Barden Capital Management
Texas
$1.22M
NCTC
2792
New Covenant Trust Company
Indiana
$1.22M -$44K -225 -4%
PS
2793
Pensionfund Sabic
Netherlands
$1.21M
KC
2794
Kingfisher Capital
North Carolina
$1.21M +$5.67K +29 +0.5%
DA
2795
Denali Advisors
California
$1.21M -$19.6K -100 -2%
UOTTAIMCU
2796
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.21M -$3.88M -19,868 -77%
V
2797
ViaWealth
Kansas
$1.21M -$23.3K -119 -2%
ACM
2798
Ardent Capital Management
Ohio
$1.21M -$981K -5,016 -46%
QFA
2799
Quantum Financial Advisors
California
$1.21M +$196 +1 +0%
SMWM
2800
Silvia McColl Wealth Management
California
$1.21M