We are live on ! Find out more
JPM icon

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
PWS
3001
Private Wealth Strategies
Ohio
$957K +$55.9K +286 +6%
IA
3002
Insight Advisors
Pennsylvania
$955K +$6.06K +31 +0.7%
CFO
3003
Collective Family Office
Pennsylvania
$948K +$191K +975 +26%
MWM
3004
MinichMacGregor Wealth Management
New York
$948K -$9.38K -48 -1%
SAA
3005
Southeast Asset Advisors
Georgia
$946K +$391 +2 +0%
IAG
3006
Investment Advisory Group
Massachusetts
$946K +$175K +897 +24%
PCI
3007
Planning Center Inc
Illinois
$941K +$2.15K +11 +0.2%
MIM
3008
Merrion Investment Management
New Jersey
$939K +$19.6K +100 +2%
OPTFSNA
3009
Old Point Trust & Financial Services N A
Virginia
$938K -$45.9K -235 -5%
HSG
3010
Helen Stephens Group
Texas
$938K -$139K -712 -13%
FP
3011
Fiduciary Planning
Florida
$938K +$10.8K +55 +1%
EIA
3012
Eldridge Investment Advisors
New Hampshire
$936K +$53.8K +275 +6%
CCB
3013
Cutter & Co Brokerage
Missouri
$935K -$52K -266 -5%
TFF
3014
The Family Firm
Maryland
$933K +$2.35K +12 +0.3%
EWA
3015
ERTS Wealth Advisors
Michigan
$931K -$22.5K -115 -2%
MC
3016
Matisse Capital
Oregon
$927K
JCM
3017
Jacobsen Capital Management
Utah
$926K +$98.9K +506 +12%
SDAM
3018
Shulman DeMeo Asset Management
New York
$926K +$21.3K +109 +2%
SCM
3019
Sterneck Capital Management
Missouri
$925K
FA
3020
Fiducient Advisors
Illinois
$924K -$483K -2,469 -35%
HIM
3021
Hillsdale Investment Management
Ontario, Canada
$922K +$520K +2,660 +140%
PA
3022
PSI Advisors
Florida
$921K -$9.78K -50 -1%
TIM
3023
Tevis Investment Management
Texas
$920K +$33.2K +170 +4%
GOCP
3024
Great Oak Capital Partners
Massachusetts
$920K -$9.97K -51 -1%
CFA
3025
CWS Financial Advisors
Michigan
$919K -$3.32K -17 -0.4%