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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
ASG
3251
Ariston Services Group
California
$657K -$5.08K -26 -0.8%
ACC
3252
Acorn Creek Capital
Colorado
$657K +$18K +92 +3%
OCG
3253
Opus Capital Group
Ohio
$656K +$151K +770 +31%
SFP
3254
Sweet Financial Partners
Minnesota
$656K -$26.6K -136 -4%
DFA
3255
Davies Financial Advisors
California
$655K +$74.5K +381 +13%
CWA
3256
Consilio Wealth Advisors
Washington
$655K +$19.2K +98 +3%
CHA
3257
Cooper/Haims Advisors
New York
$655K +$62.4K +319 +11%
AWM
3258
Abound Wealth Management
Tennessee
$654K +$350K +1,788 +123%
LWM
3259
Laidlaw Wealth Management
New York
$653K -$141K -719 -18%
DAM
3260
Deltec Asset Management
New York
$652K
UL
3261
Unionview LLC
Washington
$651K -$9.78K -50 -2%
GA
3262
GSG Advisors
New Jersey
$651K -$56.5K -289 -8%
WFM
3263
Wolff Financial Management
Michigan
$649K
OWA
3264
Outlook Wealth Advisors
Texas
$649K +$397K +2,030 +172%
BAM
3265
Bosun Asset Management
Illinois
$647K -$7.82K -40 -1%
WF
3266
Whelan Financial
California
$647K +$19K +97 +3%
MCM
3267
Mattern Capital Management
Colorado
$646K +$108K +553 +21%
CHP
3268
Cable Hill Partners
Oregon
$646K +$625K +3,195 New
I2I
3269
Insight 2811 Inc
Illinois
$644K
JSAM
3270
J. Safra Asset Management
New York
$643K +$119K +608 +24%
IGGA
3271
Iron Gate Global Advisors
Utah
$642K
LAM
3272
Lakewood Asset Management
Illinois
$642K +$196 +1 +0%
CTWM
3273
Cherry Tree Wealth Management
Minnesota
$641K +$5.87K +30 +1%
RA
3274
Rise Advisors
New York
$641K -$4.89K -25 -0.8%
PCM
3275
Perritt Capital Management
Illinois
$640K -$245K -1,255 -28%