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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
MWM
2801
McNaughton Wealth Management
California
$1.21M +$28.5K +146 +3%
CHA
2802
Carmichael Hill & Associates
Maryland
$1.21M -$104K -531 -8%
CGFA
2803
Colton Groome Financial Advisors
North Carolina
$1.21M -$23.1K -118 -2%
AFT
2804
Alpha Family Trust
California
$1.2M
FCIM
2805
Fairview Capital Investment Management
California
$1.2M
WIM
2806
Westside Investment Management
California
$1.2M +$25.2K +129 +2%
EP
2807
Edgestream Partners
New Jersey
$1.2M -$3.67M -18,763 -76%
5SA
2808
5th Street Advisors
Connecticut
$1.2M
BPFA
2809
Barnes Pettey Financial Advisors
Mississippi
$1.19M
KCM
2810
Kathmere Capital Management
Pennsylvania
$1.19M +$185K +947 +19%
FC
2811
Financial Council
Maryland
$1.19M -$48.9K -250 -4%
S
2812
Sachetta
Massachusetts
$1.19M +$101K +516 +10%
IIM
2813
InTrack Investment Management
Vermont
$1.19M +$172K +880 +18%
DIM
2814
Delta Investment Management
California
$1.19M -$7.82K -40 -0.7%
CFO
2815
Callan Family Office
Pennsylvania
$1.19M +$537K +2,749 +88%
BA
2816
Bluesphere Advisors
Pennsylvania
$1.19M +$144K +736 +14%
SCA
2817
St. Clair Advisors
Ohio
$1.18M
CA
2818
Crumly & Associates
Illinois
$1.18M -$20.7K -106 -2%
CWC
2819
Carolinas Wealth Consulting
North Carolina
$1.18M +$2.15K +11 +0.2%
AGC
2820
Aspen Grove Capital
Colorado
$1.17M -$1.56K -8 -0.1%
CPA
2821
Capital Planning Advisors
California
$1.17M -$246K -1,257 -18%
OFS
2822
OMC Financial Services
New York
$1.17M +$576K +2,945 +103%
CFG
2823
Carr Financial Group
Massachusetts
$1.17M -$113K -576 -9%
PAA
2824
Peregrine Asset Advisers
Oregon
$1.17M
WA
2825
WealthTrust Axiom
Pennsylvania
$1.17M +$51.4K +263 +5%