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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
FB
2851
First Bancorp
Maine
$1.14M +$6.84K +35 +0.6%
GIM
2852
Greylin Investment Management
Virginia
$1.14M -$58.6K -300 -5%
RFA
2853
ROI Financial Advisors
Oregon
$1.14M +$70.8K +362 +7%
A
2854
AlphaQuest
New York
$1.14M -$889K -4,545 -45%
RCA
2855
Roberts Capital Advisors
Colorado
$1.14M
PWAC
2856
Private Wealth Advisors (California)
California
$1.14M -$978 -5 -0.1%
PIMG
2857
Patriot Investment Management Group
Tennessee
$1.14M +$6.84K +35 +0.6%
IRC
2858
Investors Research Corp
Georgia
$1.13M +$4.89K +25 +0.4%
CPA
2859
Cardiff Park Advisors
California
$1.13M +$2.93K +15 +0.3%
RPGK
2860
Retirement Planning Group (Kansas)
Kansas
$1.13M
WPW
2861
Warther Private Wealth
Ohio
$1.13M +$192K +980 +21%
GHA
2862
Granite Harbor Advisors
Texas
$1.13M +$168K +861 +18%
ES
2863
Eagle Strategies
New York
$1.13M -$1.2M -6,126 -52%
AWM
2864
Avaii Wealth Management
Wisconsin
$1.13M -$12.7K -65 -1%
MWP
2865
Moller Wealth Partners
$1.13M
TFA
2866
Tranquilli Financial Advisor
New Jersey
$1.13M +$14.7K +75 +1%
SFP
2867
Sandbox Financial Partners
Maryland
$1.13M +$4.89K +25 +0.5%
NCFG
2868
New Century Financial Group
New Jersey
$1.12M -$128K -654 -11%
OLA
2869
Oliver Luxxe Assets
New Jersey
$1.12M +$39.5K +202 +4%
AFO
2870
Allie Family Office
Florida
$1.12M
TCM
2871
Tributary Capital Management
Nebraska
$1.12M -$46.9K -240 -4%
TWP
2872
Triad Wealth Partners
Kansas
$1.12M +$329K +1,684 +44%
LPAM
2873
Lodestar Private Asset Management
California
$1.12M -$7.82K -40 -0.7%
HWP
2874
Heritage Wealth Partners
Ohio
$1.12M +$561K +2,872 +108%
WAG
2875
Wallace Advisory Group
California
$1.12M -$253K -1,294 -19%