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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
Fuller & Thaler Asset Management
3201
Fuller & Thaler Asset Management
California
$714K
OA
3202
Operose Advisors
Wisconsin
$713K -$94.4K -483 -12%
KIC
3203
Keating Investment Counselors
Florida
$708K +$112K +575 +20%
WI
3204
WJ Interests
Texas
$708K +$684K +3,498 New
WAM
3205
Wallington Asset Management
Indiana
$707K -$1.96K -10 -0.3%
BBA
3206
Braun-Bostich & Associates
Pennsylvania
$704K +$61.6K +315 +10%
CIA
3207
Cascade Investment Advisors
Oregon
$704K -$2.93K -15 -0.4%
AFWM
3208
AMJ Financial Wealth Management
Virginia
$703K +$114K +585 +20%
NRD
3209
Nebula Research & Development
New York
$703K +$679K +3,475 New
ACM
3210
Advance Capital Management
Michigan
$703K +$9.19K +47 +1%
BTC
3211
Bank & Trust Company
Illinois
$702K +$679K +3,472 New
SC
3212
Sierra Capital
Florida
$702K -$220K -1,125 -24%
KHCM
3213
Kirtland Hills Capital Management
Ohio
$700K +$111K +570 +14%
CMAI
3214
Capital Management Associates Inc
Minnesota
$699K -$38.5K -197 -5%
PSCM
3215
Per Stirling Capital Management
Texas
$699K -$110K -561 -14%
AAM
3216
Ascension Asset Management
New York
$698K -$64.5K -330 -9%
GFWA
3217
Grey Fox Wealth Advisors
Delaware
$697K -$25.6K -131 -4%
DWM
3218
Dogwood Wealth Management
Kansas
$697K +$162K +828 +32%
LWM
3219
LongView Wealth Management
Georgia
$696K -$21.9K -112 -3%
HIA
3220
HTG Investment Advisors
Connecticut
$695K +$6.65K +34 +1%
SF
3221
Safeguard Financial
Wisconsin
$692K +$400K +2,046 +149%
IWP
3222
Invenio Wealth Partners
Florida
$692K -$35.6K -182 -5%
FA
3223
FDx Advisors
Illinois
$691K -$1.74M -8,896 -72%
CCP
3224
Carmel Capital Partners
California
$691K +$16.2K +83 +2%
HNWA
3225
Henrickson Nauta Wealth Advisors
Michigan
$686K