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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
WFA
3176
Wellspring Financial Advisors
Ohio
$743K +$78.8K +403 +12%
SL
3177
Salomon & Ludwin
Virginia
$739K -$492K -2,519 -41%
WLG
3178
Williamson Legacy Group
Indiana
$739K +$114K +581 +19%
1W
3179
1776 Wealth
Georgia
$738K +$32.5K +166 +5%
1WM
3180
1858 Wealth Management
Ohio
$737K +$187K +956 +36%
AWM
3181
Ariadne Wealth Management
California
$736K +$711K +3,639 New
MWM
3182
Mosley Wealth Management
California
$734K -$87K -445 -11%
NA
3183
Nottingham Advisors
New York
$734K -$33.8K -173 -5%
BFS
3184
Burkett Financial Services
South Carolina
$733K -$1.17K -6 -0.2%
RWM
3185
RBA Wealth Management
California
$731K -$9.19K -47 -1%
SFWC
3186
Strategic Family Wealth Counselors
New Jersey
$729K +$9.19K +47 +1%
MAG
3187
Mayfair Advisory Group
Alabama
$727K +$75.1K +384 +12%
HAS
3188
Holland Advisory Services
Florida
$726K +$391 +2 +0.1%
AFG
3189
Arkansas Financial Group
Arkansas
$726K -$25.6K -131 -4%
IWA
3190
IBEX Wealth Advisors
New Jersey
$724K +$700K +3,582 New
WCG
3191
Weaver Consulting Group
California
$724K +$114K +584 +19%
WJA
3192
Willis Johnson & Associates
Texas
$724K +$125K +639 +22%
JF
3193
Joule Financial
Kentucky
$723K -$965K -4,935 -58%
MCM
3194
Magnolia Capital Management
New York
$723K +$48.9K +250 +8%
VF
3195
Vawter Financial
Ohio
$718K +$162K +829 +30%
USWIA
3196
UP Strategic Wealth Investment Advisors
Pennsylvania
$717K +$34.2K +175 +5%
SWM
3197
Silverlake Wealth Management
Vermont
$716K -$32.3K -165 -4%
SI
3198
Stonekeep Investments
New Mexico
$715K +$691K +3,536 New
NG
3199
Northstar Group
New York
$715K -$48.9K -250 -7%
BFWM
3200
Bright Futures Wealth Management
New York
$714K +$4.3K +22 +0.6%