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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
WWMSC
3051
Wagner Wealth Management (South Carolina)
South Carolina
$893K -$9.97K -51 -1%
APC
3052
Aspire Private Capital
North Carolina
$892K +$17.2K +88 +2%
RIS
3053
Retirement Income Solutions
Michigan
$891K -$24K -123 -3%
HIG
3054
Heritage Investment Group
Florida
$890K -$5.08K -26 -0.6%
AT
3055
Avalon Trust
New Mexico
$888K -$129K -659 -13%
WRPWM
3056
Werba Rubin Papier Wealth Management
California
$887K -$146K -749 -15%
MWP
3057
Meridian Wealth Partners
Pennsylvania
$887K +$47.1K +241 +6%
CFLC
3058
California First Leasing Corp
California
$886K
DWG
3059
Darden Wealth Group
Michigan
$886K +$11.7K +60 +1%
PHIC
3060
Pine Haven Investment Counsel
Massachusetts
$881K
HAS
3061
HBW Advisory Services
California
$881K +$17.8K +91 +2%
RGC
3062
Roberts, Glore & Co
Illinois
$878K -$63.3K -324 -7%
BWA
3063
BlueSky Wealth Advisors
North Carolina
$877K +$848K +4,336 New
CWG
3064
Crown Wealth Group
North Carolina
$875K -$41.1K -210 -5%
CSWG
3065
Cardinal Strategic Wealth Guidance
Kentucky
$875K +$42.4K +217 +5%
WCM
3066
Wedge Capital Management
North Carolina
$874K -$78.6K -402 -9%
HWA
3067
Hillcrest Wealth Advisors
New Jersey
$872K
RA
3068
Rational Advisors
New York
$871K +$548K +2,805 +187%
BDA
3069
Borer Denton & Associates
Pennsylvania
$871K
TA
3070
TCM Advisors
West Virginia
$870K
ACA
3071
Affinity Capital Advisors
California
$870K -$1.96K -10 -0.2%
CFAM
3072
Center For Asset Management
Florida
$869K +$840K +4,297 New
HWM
3073
Hassell Wealth Management
Louisiana
$863K
SAG
3074
Spotlight Asset Group
Illinois
$863K +$56.9K +291 +7%
GWSG
3075
GPS Wealth Strategies Group
Colorado
$863K +$17.8K +91 +2%