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JPMorgan Chase

4,133 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, 1,716 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,133
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
1,716
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 %
EI
3826
EDMP Inc
Florida
$263K -$7.28K -36 -3%
PCC
3827
Park Circle Company
Maryland
$263K
VL
3828
Vima LLC
Michigan
$263K +$263K +1,299 New
CFC
3829
Coyle Financial Counsel
Illinois
$262K
MCIA
3830
Mountain Capital Investment Advisors
Colorado
$262K +$262K +1,247 New
TCM
3831
Tuttle Capital Management
Connecticut
$262K +$262K +1,292 New
CWA
3832
Continuum Wealth Advisors
New York
$261K -$49.4K -244 -16%
A
3833
AJOVista
Massachusetts
$261K
MFS
3834
Madrona Financial Services
Washington
$261K -$2.23K -11 -0.8%
ZRP
3835
Zynergy Retirement Planning
New Jersey
$261K +$261K +1,289 New
EC
3836
Eaton-Cambridge
Arizona
$260K -$607 -3 -0.2%
FWA
3837
FOCUS Wealth Advisors
Texas
$260K +$35.4K +175 +16%
C
3838
Covestor
United Kingdom
$260K -$128K -630 -33%
RW
3839
RVW Wealth
California
$259K +$259K +1,282 New
WWG
3840
West Wealth Group
California
$259K +$1.01K +5 +0.4%
TFG
3841
Tilson Financial Group
New Jersey
$259K -$202 -1 -0.1%
ICM
3842
Intrepid Capital Management
Florida
$258K +$20.2K +100 +8%
ETS
3843
ESL Trust Services
New York
$258K +$25.7K +127 +11%
UC
3844
Unio Capital
New Jersey
$257K -$42.1K -208 -14%
FWS
3845
FinDec Wealth Services
California
$257K -$3.44K -17 -1%
AAS
3846
Asset Allocation Strategies
Michigan
$257K -$19.6K -97 -7%
PSC
3847
Prentiss Smith & Co
Vermont
$257K
KWA
3848
Kellett Wealth Advisors
Ohio
$257K +$257K +1,269 New
BBNB
3849
Baker Boyer National Bank
Washington
$256K -$19K -94 -7%
BIM
3850
Bullseye Investment Management
Ohio
$255K +$255K +1,228 New