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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
AI
3101
AXS Investments
New York
$831K -$181K -927 -18%
GSIAS
3102
Garden State Investment Advisory Services
New Jersey
$830K +$37.3K +191 +5%
BC
3103
BIT Capital
Germany
$829K -$6.47M -33,083 -89%
GWM
3104
Gibbs Wealth Management
Georgia
$829K +$159K +812 +25%
WSWA
3105
Warren Street Wealth Advisors
California
$829K +$5.87K +30 +0.7%
KWM
3106
Kaydan Wealth Management
Michigan
$825K +$17.2K +88 +2%
CWA
3107
Clearview Wealth Advisors
Oregon
$825K -$35.2K -180 -4%
WA1
3108
Wimmer Associates 1
California
$824K -$15.8K -81 -2%
QPW
3109
Quantum Private Wealth
Florida
$823K +$66.5K +340 +9%
HKAM
3110
Horizon Kinetics Asset Management
New York
$823K -$76.6K -392 -9%
IAG
3111
Investmark Advisory Group
Connecticut
$821K -$4.11K -21 -0.5%
CP
3112
Castleview Partners
Texas
$820K -$55.9K -286 -7%
BSG
3113
Black Swift Group
Colorado
$819K -$2.26M -11,573 -74%
TFG
3114
Taylor Financial Group
Virginia
$817K
WWM
3115
Whalen Wealth Management
Nevada
$813K -$2.74K -14 -0.3%
HP
3116
Holistic Planning
Texas
$812K
SNBOSD
3117
Security National Bank of So Dak
Iowa
$811K
HG
3118
Harbor Group
New Hampshire
$807K -$196 -1 -0%
LL
3119
LWMG LLC
Minnesota
$806K -$1.96K -10 -0.3%
ACA
3120
American Capital Advisory
Idaho
$805K +$131K +668 +16%
SGWM
3121
Sterling Group Wealth Management
California
$805K +$778K +3,978 New
VFPW
3122
Vantage Financial Partners (Wisconsin)
Wisconsin
$800K -$6.06K -31 -0.8%
WWM
3123
Waterway Wealth Management
Texas
$800K +$159K +811 +26%
IIM
3124
Ironwood Investment Management
Massachusetts
$800K -$1.13M -5,800 -59%
TSS
3125
Thomas Story & Son
Indiana
$797K