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JPMorgan Chase

4,134 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,717 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,134
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.12%
Holding in Top 10
667
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-6.45%
% of All Funds
9.7%
New
201
Increased
1,717
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
3376
Holt Capital Partners
Texas
$528K -$7.69K -38 -1%
GCM
3377
Greenland Capital Management
New York
$528K +$528K +2,612 New
VAM
3378
Vienna Asset Management
California
$528K +$528K +2,611 New
IP
3379
Isthmus Partners
Wisconsin
$527K -$20.2K -100 -4%
SWM
3380
SFG Wealth Management
Maryland
$527K +$404 +2 +0.1%
VW
3381
Vance Wealth
California
$526K
USGIU
3382
U.S. Global Investors (USGI)
Texas
$526K -$849K -4,200 -62%
OPPS
3383
Obsidian Personal Planning Solutions
Maryland
$523K +$6.67K +33 +1%
PCM
3384
Piedmont Capital Management
Montana
$521K
HA
3385
HC Advisors
Georgia
$521K -$95.9K -474 -16%
IIA
3386
ICW Investment Advisors
Arizona
$520K +$202 +1 +0%
MWM
3387
Melfa Wealth Management
Massachusetts
$520K +$20.8K +103 +4%
AWP
3388
Abacus Wealth Partners
California
$520K -$63.5K -314 -11%
CWA
3389
CM Wealth Advisors
Ohio
$519K -$1.07M -5,281 -67%
SDH
3390
Sloy Dahl & Holst
Washington
$519K
WFAG
3391
Wescott Financial Advisory Group
Pennsylvania
$517K +$19K +94 +4%
PHWM
3392
Pine Harbor Wealth Management
Maryland
$515K +$41.3K +204 +9%
WI
3393
Wedgewood Investors
Pennsylvania
$514K +$514K +2,543 New
MCC
3394
Maiden Cove Capital
Maine
$513K +$513K +2,581 New
TC
3395
TAGStone Capital
North Carolina
$513K +$13.4K +66 +3%
IDBONY
3396
Israel Discount Bank of New York
New York
$513K -$497K -2,458 -49%
BDFN
3397
Bond & Devick Financial Network
Minnesota
$513K -$40.5K -200 -7%
WFA
3398
WMG Financial Advisors
Tennessee
$512K +$16.4K +81 +3%
MF
3399
Montis Financial
Massachusetts
$512K -$202 -1 -0%
AFIA
3400
America First Investment Advisors
Nebraska
$512K