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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
CG
2826
Clifford Group
Massachusetts
$1.17M -$19.4K -99 -2%
PFG
2827
Prosperity Financial Group
California
$1.17M +$782 +4 +0.1%
SPWG
2828
Syntegra Private Wealth Group
Missouri
$1.17M +$348K +1,779 +45%
GCM
2829
Galibier Capital Management
Ontario, Canada
$1.17M
MTC
2830
McDaniel Terry & Co
Texas
$1.17M -$68.2K -349 -6%
EBSAM
2831
Eubel Brady & Suttman Asset Management
Ohio
$1.17M +$123K +627 +12%
FFA
2832
Fi3 Financial Advisors
Indiana
$1.16M -$8.99K -46 -0.8%
CF
2833
Copperwynd Financial
Arizona
$1.16M +$35K +179 +3%
CCA
2834
Cravens & Co Advisors
Tennessee
$1.16M -$53.8K -275 -5%
SOS
2835
Silver Oak Securities
Tennessee
$1.16M +$8.21K +42 +0.7%
SWM
2836
Sendero Wealth Management
Texas
$1.16M -$107K -549 -9%
CIG
2837
Cascade Investment Group
Colorado
$1.15M -$145K -741 -11%
LAI
2838
Legal Advantage Investments
California
$1.15M
DWM
2839
Dechtman Wealth Management
Colorado
$1.15M +$6.06K +31 +0.5%
GITFIT
2840
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.15M
VI
2841
Versor Investments
New York
$1.15M +$1.11M +5,700 New
ACP
2842
Aveo Capital Partners
Colorado
$1.15M -$36.8K -188 -3%
PCMC
2843
Private Capital Management (Colorado)
Colorado
$1.15M +$31.3K +160 +3%
GPWA
2844
Great Point Wealth Advisors
Massachusetts
$1.15M +$9.38K +48 +0.9%
SFG
2845
Sunburst Financial Group
Alabama
$1.14M +$52.4K +268 +5%
NC
2846
Napatree Capital
Rhode Island
$1.14M +$41.3K +211 +4%
DOA
2847
D'Orazio & Associates
Virginia
$1.14M +$57.9K +296 +6%
BWA
2848
Brave Warrior Advisors
New York
$1.14M -$253M -1,292,985 -100%
TA
2849
Tectonic Advisors
Texas
$1.14M +$25.4K +130 +2%
VF
2850
Virtu Financial
New York
$1.14M +$521K +2,664 +90%