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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
PWM
3226
Prosperity Wealth Management
California
$684K -$1.56K -8 -0.2%
GWM
3227
Glass Wealth Management
Texas
$683K
AWM
3228
Atticus Wealth Management
Florida
$683K +$47.1K +241 +8%
4WM
3229
49 Wealth Management
Texas
$683K +$241K +1,232 +59%
OWM
3230
OneAscent Wealth Management
Alabama
$683K -$26.4K -135 -4%
LFA
3231
Laraway Financial Advisors
Minnesota
$682K
BW
3232
Basepoint Wealth
Iowa
$682K -$13.1K -67 -2%
FA
3233
Fountainhead AM
New Jersey
$680K -$1.76K -9 -0.3%
KOC
3234
Koss-Olinger Consulting
Florida
$680K +$657K +3,363 New
VCWA
3235
Vanguard Capital Wealth Advisors
Colorado
$679K +$1.37K +7 +0.2%
VCP
3236
Vista Capital Partners
Oregon
$674K +$55.1K +282 +9%
LWMG
3237
Levy Wealth Management Group
Pennsylvania
$673K +$37.7K +193 +6%
GAA
3238
Guardian Asset Advisors
Pennsylvania
$672K +$153K +782 +31%
Tudor Investment Corp
3239
Tudor Investment Corp
Connecticut
$671K +$648K +3,317 New
AWM
3240
Altus Wealth Management
Kentucky
$670K +$5.87K +30 +0.9%
CAM
3241
Concorde Asset Management
Michigan
$668K -$122K -624 -16%
PCFFS
3242
Pacific Center for Financial Services
California
$668K +$391 +2 +0.1%
HW
3243
Hamilton Wealth
California
$667K
BW
3244
BIP Wealth
Georgia
$667K -$150K -769 -19%
PPW
3245
Pasadena Private Wealth
California
$665K -$14.7K -75 -2%
CP
3246
Creekside Partners
California
$665K +$642K +3,286 New
LFG
3247
Lockerman Financial Group
California
$664K -$1.56K -8 -0.2%
ML
3248
Mayport LLC
Massachusetts
$664K +$117K +601 +22%
EWP
3249
Elevation Wealth Partners
California
$663K +$196 +1 +0%
EFG
3250
Ehrlich Financial Group
California
$662K -$2.74K -14 -0.4%