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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
RPCONE
3076
Retirement Planning Company of New England
Rhode Island
$862K -$31.7K -162 -4%
WPW
3077
Watershed Private Wealth
Illinois
$861K +$1.76K +9 +0.2%
NVIM
3078
New Vernon Investment Management
Illinois
$860K
MW
3079
Maia Wealth
Colorado
$859K +$799K +4,088 New
BOM
3080
Bank of Marin
California
$858K -$33.2K -170 -4%
HIS
3081
Harvest Investment Services
Illinois
$858K -$70.2K -359 -8%
CI
3082
Cavalier Investments
Georgia
$856K +$24.2K +124 +3%
RHDIC
3083
R.H. Dinel Investment Counsel
California
$853K
SIM
3084
SSI Investment Management
California
$852K -$978 -5 -0.1%
PCA
3085
Prosperity Capital Advisors
Ohio
$851K -$396K -2,026 -33%
AGA
3086
Arkos Global Advisors
Texas
$851K -$63.5K -325 -7%
SRSA
3087
S.R. Schill & Associates
Washington
$850K +$1.76K +9 +0.2%
DIA
3088
Davidson Investment Advisors
Montana
$850K -$55.7K -285 -6%
CIS
3089
Custom Index Systems
New York
$849K +$149K +762 +22%
WWP
3090
Walden Wealth Partners
Ohio
$848K
CWP
3091
Curated Wealth Partners
California
$846K +$818K +4,184 New
RSWA
3092
Robinson Smith Wealth Advisors
Maine
$846K +$197K +1,006 +32%
GA
3093
Goldstein Advisors
Wisconsin
$846K +$32.1K +164 +4%
CWA
3094
CJM Wealth Advisers
Virginia
$845K -$77.4K -396 -9%
EI
3095
Ellevest Inc
New York
$841K -$151K -774 -16%
GF
3096
GGM Financials
Ohio
$841K +$813K +4,160 New
SAM
3097
S.A. Mason
Michigan
$840K +$48.1K +246 +6%
CGH
3098
CMG Global Holdings
Texas
$837K -$4.11K -21 -0.5%
SC
3099
Summa Corp
Texas
$836K -$12.7K -65 -2%
AAG
3100
Armstrong Advisory Group
Massachusetts
$834K +$102K +522 +15%