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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
SCM
2901
SKBA Capital Management
California
$1.08M -$52.8K -270 -5%
AIA
2902
Angeles Investment Advisors
California
$1.08M -$314K -1,606 -23%
APWA
2903
Atlas Private Wealth Advisors
New Jersey
$1.08M +$572K +2,924 +121%
SWP
2904
Summit Wealth Partners
Florida
$1.08M +$391 +2 +0%
OFS
2905
Oldfather Financial Services
Nebraska
$1.08M +$11.1K +57 +1%
PCM
2906
Permanent Capital Management
Illinois
$1.08M +$725K +3,710 New
WB
2907
West Bancorporation
Iowa
$1.07M -$11.9K -61 -1%
KWS
2908
Keystone Wealth Services
California
$1.07M +$199K +1,018 +24%
SPWG
2909
Sage Private Wealth Group
Illinois
$1.07M +$73.5K +376 +8%
GL
2910
Gerber LLC
Ohio
$1.07M +$5.87K +30 +0.6%
HA
2911
Hofer & Associates
California
$1.07M +$25.6K +131 +3%
RG
2912
Renaissance Group
Kentucky
$1.07M -$3.52K -18 -0.3%
GWP
2913
Gateway Wealth Partners
Wisconsin
$1.07M -$19.2K -98 -2%
WH
2914
Willner & Heller
California
$1.06M +$5.67K +29 +0.6%
DA
2915
Drake & Associates
Wisconsin
$1.06M +$41.4K +212 +4%
FSC
2916
Full Sail Capital
Oklahoma
$1.06M +$77K +394 +8%
SFC
2917
Swisher Financial Concepts
Ohio
$1.06M -$97.9K -501 -9%
CAM
2918
Councilmark Asset Management
Tennessee
$1.06M
DMBA
2919
Deseret Mutual Benefit Administrators
Utah
$1.06M -$59.6K -305 -6%
LRIA
2920
Leonard Rickey Investment Advisors
Washington
$1.06M +$48.5K +248 +5%
BFA
2921
Buttonwood Financial Advisors
Maryland
$1.06M -$117K -596 -10%
OPW
2922
Oxler Private Wealth
New York
$1.06M +$5.28K +27 +0.5%
HS
2923
Horan Securities
United States
$1.06M +$2.35K +12 +0.2%
NFP
2924
Narus Financial Partners
Utah
$1.06M -$14.5K -74 -1%
CFD
2925
Creative Financial Designs
Indiana
$1.06M +$113K +578 +12%