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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
ML
3126
McAdam LLC
Pennsylvania
$797K +$89.1K +456 +13%
TSWM
3127
Tyler-Stone Wealth Management
Ohio
$796K -$33.6K -172 -4%
IWA
3128
IVC Wealth Advisors
Pennsylvania
$796K -$2.93K -15 -0.4%
AMCA
3129
Arthur M. Cohen & Associates
Illinois
$795K -$19.4K -99 -2%
LFS
3130
Legacy Financial Strategies
Kansas
$793K +$103K +525 +16%
AOI
3131
Auto-Owners Insurance
Michigan
$792K
GG
3132
GenWealth Group
New Jersey
$791K -$1.96K -10 -0.3%
EIM
3133
Essex Investment Management
Massachusetts
$791K
ONST
3134
Old North State Trust
North Carolina
$789K
TFGT
3135
TS Financial Group (TSFG)
Illinois
$789K +$14.7K +75 +2%
M1FG
3136
Mach-1 Financial Group
Arkansas
$787K +$37.9K +194 +5%
CCA
3137
Carrera Capital Advisors
Michigan
$787K +$761K +3,891 New
CIA
3138
Cape Investment Advisory
Georgia
$782K -$89.7K -459 -11%
DFCM
3139
Dark Forest Capital Management
Puerto Rico
$780K +$753K +3,854 New
SI
3140
Seeds Investor
New York
$779K +$82.3K +421 +12%
SWP
3141
Semus Wealth Partners
Florida
$777K +$12.5K +64 +2%
HWM
3142
Howard Wealth Management
Connecticut
$776K -$11.7K -60 -2%
TIM
3143
Total Investment Management
Arizona
$775K -$1.76K -9 -0.2%
RA
3144
Ruggaard & Associates
Ohio
$772K
LCM
3145
LCM Capital Management
Illinois
$771K
OAM
3146
Oberweis Asset Management
Illinois
$770K +$587 +3 +0.1%
G
3147
GenTrust
Florida
$768K +$178K +913 +32%
IPW
3148
Impact Partnership Wealth
Georgia
$767K +$667K +3,413 +898%
WAM
3149
WealthTrust Asset Management
Florida
$765K +$1.56K +8 +0.2%
THL
3150
Tillman Hartley LLC
Colorado
$764K