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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
FPGK
2951
Financial Partners Group (Kansas)
Kansas
$1.01M -$4.11K -21 -0.4%
NFG
2952
Nadler Financial Group
Illinois
$1.01M +$78.8K +403 +9%
ACM
2953
AUA Capital Management
Pennsylvania
$1.01M
JC
2954
JBF Capital
Colorado
$1.01M
BAM
2955
Beaumont Asset Management
Texas
$1.01M +$14.7K +75 +2%
AWMG
2956
Alliance Wealth Management Group
New Jersey
$1.01M
Harris Associates
2957
Harris Associates
Illinois
$1.01M +$13.5K +69 +1%
THWM
2958
Taylor Hoffman Wealth Management
Virginia
$1.01M +$52.4K +268 +6%
KIG
2959
Kennedy Investment Group
New Jersey
$1M +$35.8K +183 +4%
WC
2960
Westhampton Capital
North Carolina
$1M +$196 +1 +0%
IPAM
2961
Investment Partners Asset Management
New Jersey
$1M -$47.7K -244 -5%
TCOTS
2962
Trust Company of the South
North Carolina
$1M +$1.17K +6 +0.1%
BIMC
2963
Benson Investment Management Company
Virginia
$1M
UFF
2964
USA Financial Formulas
Michigan
$999K +$666K +3,405 +222%
AIP
2965
Almanack Investment Partners
Pennsylvania
$999K +$5.08K +26 +0.5%
CTFG
2966
Capstone Triton Financial Group
Oklahoma
$999K +$37.1K +190 +4%
APW
2967
Aurora Private Wealth
New Jersey
$997K -$187K -956 -16%
Capstone Investment Advisors
2968
Capstone Investment Advisors
New York
$997K +$663K +3,390 +220%
WF
2969
Wayfinding Financial
Washington
$995K +$14.9K +76 +2%
CFA
2970
Cahill Financial Advisors
Minnesota
$995K +$22.5K +115 +2%
SA
2971
SRN Advisors
Pennsylvania
$994K -$678K -3,470 -41%
MFG
2972
Mainsail Financial Group
Washington
$994K +$45.2K +231 +5%
DAM
2973
Doheny Asset Management
California
$992K
ZF
2974
Zega Financial
Florida
$992K +$178K +908 +23%
AWAP
2975
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$991K -$3.32K -17 -0.3%