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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 %
HIS
3851
Horizon Investment Services
Indiana
$255K
CWM
3852
CCG Wealth Management
California
$254K +$18.4K +91 +8%
RFP
3853
Root Financial Partners
California
$254K -$39.7K -196 -14%
MCM
3854
MontVue Capital Management
Virginia
$253K +$253K +1,253 New
4WM
3855
4J Wealth Management
Virginia
$253K +$202 +1 +0.1%
MWA
3856
Muirfield Wealth Advisors
North Carolina
$253K +$12.7K +63 +5%
GCM
3857
G2 Capital Management
Ohio
$252K
AP
3858
Aspect Partners
Virginia
$251K -$10.5K -52 -4%
CMP
3859
Coston McIsaac & Partners
Maine
$250K -$4.04K -20 -2%
HSWM
3860
Hubbell Strickland Wealth Management
Louisiana
$250K -$405 -2 -0.2%
FWM
3861
FMB Wealth Management
California
$250K +$1.42K +7 +0.6%
CPA
3862
Clear Point Advisors
New York
$249K +$607 +3 +0.2%
W
3863
WorthPointe
California
$246K +$9.1K +45 +4%
PJWM
3864
Philip James Wealth Mangement
Georgia
$245K +$15K +74 +6%
CBFP
3865
Cedar Brook Financial Partners
Ohio
$245K -$3.32M -16,422 -93%
AFO
3866
Arrowroot Family Office
California
$245K -$19.4K -96 -7%
PSIWM
3867
Paradigm Strategies in Wealth Management
Minnesota
$245K +$202 +1 +0.1%
FWSM
3868
First Wilshire Securities Management
California
$245K -$1.22K -6 -0.5%
HA
3869
Hanover Advisors
South Carolina
$244K -$29.7K -147 -11%
RFN
3870
Redwood Financial Network
Ohio
$244K +$1.01K +5 +0.4%
PC
3871
Prairiewood Capital
North Dakota
$244K
RDIA
3872
RE Dickinson Investment Advisors
Iowa
$244K +$18.2K +90 +8%
CC
3873
Capstone Capital
Nevada
$244K +$25.3K +125 +12%
PFA
3874
Plotkin Financial Advisors
Maryland
$243K -$5.06K -25 -2%
SWA
3875
Strata Wealth Advisors
Texas
$243K +$24.3K +120 +11%