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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
FCM
2876
Firestone Capital Management
Florida
$1.11M +$196 +1 +0%
BAM
2877
Bayview Asset Management
Florida
$1.11M +$196K +1,000 +22%
HWMG
2878
Hurlow Wealth Management Group
Indiana
$1.11M -$16.4K -84 -2%
BWA
2879
Burt Wealth Advisors
Maryland
$1.11M -$34K -174 -3%
HWM
2880
Hohimer Wealth Management
Washington
$1.11M -$6.7M -34,249 -86%
BFM
2881
Boothbay Fund Management
New York
$1.11M -$927K -4,743 -46%
OFW
2882
Omnia Family Wealth
Florida
$1.11M +$33.8K +173 +3%
CA
2883
Cambridge Advisors
Nebraska
$1.11M +$1.76K +9 +0.2%
HFS
2884
Howard Financial Services
Texas
$1.11M -$106K -544 -9%
SFG
2885
Sovereign Financial Group
Connecticut
$1.11M +$60.2K +308 +6%
TA
2886
TKG Advisors
Indiana
$1.1M -$126K -642 -11%
CSI
2887
Cross Staff Investments
New York
$1.1M +$196 +1 +0%
SC
2888
Steph & Co
Wisconsin
$1.1M -$491K -2,509 -32%
EFA
2889
Evernest Financial Advisors
Indiana
$1.1M +$1.56K +8 +0.1%
PCS
2890
Private Client Services
Kentucky
$1.09M -$16.4K -84 -2%
HC
2891
Hara Capital
Washington
$1.09M -$6.06K -31 -0.6%
PC
2892
Port Capital
Illinois
$1.09M -$2.35K -12 -0.2%
BAM
2893
Bellevue Asset Management
Washington
$1.09M +$391 +2 +0%
EFP
2894
Elser Financial Planning
Indiana
$1.09M +$1.05M +5,374 New
MHR
2895
Matthew Hamilton Rosenberg
$1.09M +$51.6K +264 +5%
EWA
2896
Evolution Wealth Advisors
Florida
$1.08M -$7.43K -38 -0.7%
RB
2897
Renasant Bank
Mississippi
$1.08M -$179K -915 -15%
PA
2898
Probity Advisors
Texas
$1.08M -$59.2K -303 -5%
RMCM
2899
Reynders McVeigh Capital Management
Massachusetts
$1.08M +$14.3K +73 +1%
GSAM
2900
Grant Street Asset Management
Pennsylvania
$1.08M