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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
LGG
3026
Luts & Greenleigh Group
Maryland
$918K +$888K +4,541 New
WDA
3027
Wendell David Associates
New Hampshire
$915K -$9.78K -50 -1%
WAM
3028
WNY Asset Management
New York
$915K +$130K +664 +17%
EI
3029
Ecofi Investissements
France
$913K +$948K +4,850 New
PP
3030
Patron Partners
Texas
$911K +$2.74K +14 +0.3%
ABLA
3031
Alan B. Lancz & Associates
Ohio
$911K +$881K +4,506 New
AIIMS
3032
Analyst IMS Investment Management Services
Israel
$911K +$628K +3,213 +249%
LWM
3033
Liberty Wealth Management
California
$907K +$9.19M +46,982 +1,069%
BCM
3034
Brown Capital Management
Maryland
$905K -$32.3K -165 -4%
AWM
3035
Activest Wealth Management
Florida
$904K +$866K +4,431 +11,976%
MJRIC
3036
Mogy Joel R Investment Counsel
California
$903K -$207K -1,058 -19%
FC
3037
FCA Corp
Texas
$902K -$2.15K -11 -0.2%
VWM
3038
Vigilare Wealth Management
Arizona
$902K +$1.37K +7 +0.2%
ECM
3039
Elgethun Capital Management
South Dakota
$901K +$391 +2 +0%
MM
3040
Meridian Management
Arkansas
$901K +$8.41K +43 +1%
TFCP
3041
Twin Focus Capital Partners
Massachusetts
$900K
KBFS
3042
Kohmann Bosshard Financial Services
Ohio
$900K +$12.1K +62 +1%
CUAMC
3043
China Universal Asset Management Company
China
$900K -$286K -1,465 -25%
RCM
3044
Requisite Capital Management
Texas
$899K +$462K +2,363 +114%
LAS
3045
LWM Advisory Services
Florida
$897K -$187K -955 -18%
TFM
3046
TFC Financial Management
Massachusetts
$897K -$87K -445 -9%
EL
3047
EWA LLC
Pennsylvania
$896K +$30.3K +155 +4%
WA
3048
Wealthstream Advisors
New York
$894K -$29.5K -151 -3%
FNC
3049
First National Corp
Massachusetts
$893K +$12.1K +62 +1%
TA
3050
TPG Advisors
Illinois
$893K +$864K +4,417 New