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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
VAMG
2976
Voisard Asset Management Group
Michigan
$990K +$1.17K +6 +0.1%
WLPWM
2977
Walled Lake Planning & Wealth Management
Illinois
$988K +$137K +703 +17%
NRI
2978
NFP Retirement Inc
California
$987K -$10.8K -55 -1%
BWM
2979
Baron Wealth Management
Michigan
$985K -$24.8K -127 -3%
DEM
2980
Disciplined Equity Management
Florida
$984K
DAM
2981
Diamant Asset Management
Connecticut
$983K
CAGAS
2982
Capital Advisory Group Advisory Services
Minnesota
$983K +$320K +1,635 +51%
XT
2983
XTX Topco
Cayman Islands
$981K +$948K +4,851 New
SFC
2984
SYM Financial Corp
Indiana
$981K +$11.5K +59 +1%
TF
2985
Trek Financial
Arizona
$980K +$109K +557 +13%
HWM
2986
Horizon Wealth Management
Illinois
$979K -$36.8K -188 -4%
HI
2987
Humankind Investments
New York
$976K +$203K +1,038 +27%
AF
2988
Apollon Financial
South Carolina
$976K +$41.4K +212 +5%
RRA
2989
Round Rock Advisors
Connecticut
$975K -$58.8K -301 -6%
SIG
2990
Spinnaker Investment Group
California
$975K -$84.3K -431 -8%
SWM
2991
Shelton Wealth Management
Texas
$971K -$147K -750 -14%
FFA
2992
Florida Financial Advisors
Florida
$971K +$130K +667 +16%
NFA
2993
Northwest Financial Advisors
Virginia
$970K -$11.3K -58 -1%
WAM
2994
Weinberger Asset Management
California
$969K +$8.21K +42 +0.9%
CCP
2995
Cassia Capital Partners
North Carolina
$968K +$21.5K +110 +2%
TW
2996
Traveka Wealth
California
$968K +$978 +5 +0.1%
MAG
2997
MRA Advisory Group
New Jersey
$966K +$5.47K +28 +0.6%
C
2998
CEDRUS
Colorado
$964K +$72.5K +371 +8%
RWI
2999
Red Wave Investments
Pennsylvania
$963K
AHL
3000
Abel Hall LLC
Louisiana
$962K +$244K +1,249 +36%