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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
MWA
3301
Motive Wealth Advisors
Michigan
$621K -$2.54K -13 -0.4%
NPPM
3302
North Point Portfolio Managers
Ohio
$621K +$25.8K +132 +4%
FFWM
3303
Future Financial Wealth Management
Ohio
$620K -$305K -1,561 -34%
CIA
3304
Compass Ion Advisors
Pennsylvania
$618K
SLA
3305
Silver Lake Advisory
Utah
$618K +$3.13K +16 +0.5%
NIWA
3306
New Insight Wealth Advisors
California
$618K -$58.6K -300 -9%
CCMW
3307
Cypress Capital Management (Wyoming)
Wyoming
$617K
WIM
3308
Warwick Investment Management
Texas
$616K +$46.7K +239 +9%
SOW
3309
State of Wyoming
Wyoming
$616K -$46.5K -238 -7%
KA
3310
Keene & Associates
Texas
$615K -$20.5K -105 -3%
VH
3311
Visionary Horizons
Tennessee
$613K -$15.4K -79 -3%
CW
3312
Cook Wealth
North Carolina
$612K -$71.2K -364 -11%
Cohen & Steers
3313
Cohen & Steers
New York
$611K -$11.3K -58 -2%
NJBEST
3314
New Jersey Better Educational Savings Trust
New Jersey
$610K -$673K -3,444 -53%
CCP
3315
Clarity Capital Partners
California
$610K +$38.5K +197 +7%
HCA
3316
Heck Capital Advisors
Wisconsin
$609K -$2.35K -12 -0.4%
SAF
3317
Smith Anglin Financial
Texas
$609K -$11.9K -61 -2%
FAFN
3318
First Affirmative Financial Network
Colorado
$607K +$59.8K +306 +11%
TAM
3319
Tucker Asset Management
Colorado
$604K -$11.1K -57 -2%
SWM
3320
SilverOak Wealth Management
Minnesota
$604K +$121K +620 +26%
AFP
3321
Alpha Financial Partners
Kentucky
$604K +$50.2K +257 +9%
VWM
3322
VCI Wealth Management
Missouri
$604K -$43.2K -221 -7%
BFWA
3323
Benchmark Financial Wealth Advisors
Florida
$603K +$65.5K +335 +13%
OWA
3324
Opal Wealth Advisors
New York
$603K -$237K -1,210 -29%
PIM
3325
Pullen Investment Management
Florida
$603K +$36.4K +186 +7%