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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
LA
3151
Lifeworks Advisors
Michigan
$764K -$216K -1,105 -23%
PG
3152
Prostatis Group
Maryland
$761K +$151K +774 +26%
MWM
3153
Maltin Wealth Management
New Jersey
$759K +$978 +5 +0.1%
DWA
3154
Dougherty Wealth Advisers
Minnesota
$758K +$14.7K +75 +2%
NFSG
3155
Newbridge Financial Services Group
Florida
$758K -$52.4K -268 -7%
MAG
3156
M3 Advisory Group
Massachusetts
$757K +$30.3K +155 +4%
GF
3157
Gries Financial
Ohio
$757K -$767K -3,923 -51%
Fiera Capital (Canada)
3158
Fiera Capital (Canada)
Quebec, Canada
$756K +$12.3K +63 +2%
HC
3159
Hourglass Capital
Texas
$755K +$4.89K +25 +0.7%
GC
3160
Garde Capital
Washington
$754K -$53.6K -274 -7%
SPI
3161
Santori & Peters Inc
Pennsylvania
$754K -$13.7K -70 -2%
PGA
3162
Portland Global Advisors
Maine
$753K
AWS
3163
Arkfeld Wealth Strategies
Nebraska
$753K +$3.32K +17 +0.5%
SPP
3164
Single Point Partners
Massachusetts
$751K +$7.43K +38 +1%
NI
3165
NCP Inc
California
$751K -$194K -990 -21%
CCA
3166
Cottonwood Capital Advisors
Utah
$750K -$96.8K -495 -12%
BAG
3167
Bridgewealth Advisory Group
California
$749K +$2.15K +11 +0.3%
DPI
3168
Diversified Portfolios Inc
Michigan
$748K
TC
3169
TradeLink Capital
Illinois
$748K +$723K +3,700 New
TWM
3170
Tanager Wealth Management
United Kingdom
$748K -$941K -4,814 -57%
RWM
3171
Reston Wealth Management
Virginia
$747K -$193K -985 -21%
RW
3172
Rede Wealth
Virginia
$747K -$391 -2 -0.1%
NIC
3173
Northwest Investment Counselors
Oregon
$746K +$73.1K +374 +11%
MF
3174
Meridian Financial
Massachusetts
$745K -$4.89K -25 -0.7%
PCMC
3175
Paragon Capital Management (Colorado)
Colorado
$745K -$978 -5 -0.1%