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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
WDG
2926
Wealth Dimensions Group
Ohio
$1.06M -$56.1K -287 -5%
JWA
2927
JFS Wealth Advisors
Pennsylvania
$1.06M -$15.1K -77 -1%
Wolverine Trading
2928
Wolverine Trading
Illinois
$1.05M -$39.1M -200,045 -97%
PFT
2929
Providence First Trust
Arizona
$1.05M
SFG
2930
Seamount Financial Group
Colorado
$1.05M -$19.2K -98 -2%
LA
2931
Latitude Advisors
Florida
$1.04M +$28K +143 +3%
SPL
2932
Smart Portfolios LLC
Washington
$1.04M +$63.5K +325 +7%
CPRC
2933
Consolidated Portfolio Review Corp
New York
$1.04M +$555K +2,837 +123%
KL
2934
KilterHowling LLC
Colorado
$1.04M +$16.4K +84 +2%
FRM
2935
Fox Run Management
Connecticut
$1.04M +$294K +1,505 +42%
CAM
2936
Campion Asset Management
Virginia
$1.04M -$14.7K -75 -1%
PWM
2937
Proathlete Wealth Management
Florida
$1.03M +$29.7K +152 +3%
RFS
2938
Richardson Financial Services
Massachusetts
$1.03M -$62.8K -321 -6%
SM
2939
Sciencast Management
New Jersey
$1.03M +$998K +5,107 New
HAM
2940
Hedges Asset Management
Nevada
$1.03M
LIM
2941
Longfellow Investment Management
Massachusetts
$1.03M -$447K -2,286 -31%
AWM
2942
Aviso Wealth Management
Washington
$1.03M -$35K -179 -3%
HCM
2943
Hutchinson Capital Management
California
$1.03M +$586K +2,999 +143%
NED
2944
Nancy E. Dempze
$1.03M +$299K +1,530 +43%
BFAG
2945
Blackston Financial Advisory Group
Florida
$1.03M +$781K +3,997 +367%
OLVIG
2946
Oliver Lagore Vanvalin Investment Group
Michigan
$1.03M +$40.1K +205 +4%
GDP
2947
Great Diamond Partners
Maine
$1.02M -$66.1K -338 -6%
PA
2948
PFW Advisors
Georgia
$1.02M -$39.5K -202 -4%
KAM
2949
KEB Asset Management
Illinois
$1.02M +$292K +1,494 +42%
LJHT
2950
Laurie J. Hall Trustee
$1.01M -$132K -675 -12%