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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 %
AWP
3926
Avid Wealth Partners
Texas
$222K +$222K +1,099 New
CPP
3927
Capasso Planning Partners
South Carolina
$222K +$7.08K +35 +3%
BAWM
3928
Bennett Associates Wealth Management
Pennsylvania
$222K +$222K +1,098 New
MPW
3929
MA Private Wealth
California
$221K
HWMC
3930
Heritage Wealth Management (California)
California
$220K -$9.31K -46 -4%
BA
3931
Ballew Advisors
Mississippi
$219K +$219K +1,045 New
BCAM
3932
Boston Common Asset Management
Massachusetts
$219K +$219K +1,084 New
OWM
3933
Orgel Wealth Management
Wisconsin
$218K +$4.85K +24 +2%
MFA
3934
McClarren Financial Advisors
Pennsylvania
$218K +$55K +357 +34%
LPP
3935
Life Planning Partners
Florida
$218K
CWA
3936
Capital Wealth Alliance
Arizona
$217K +$3.03K +15 +1%
PWA
3937
Prairie Wealth Advisors
Nebraska
$217K -$185K -913 -46%
SWP
3938
ShoreHaven Wealth Partners
New Jersey
$217K +$217K +1,073 New
AC
3939
Annandale Capital
Texas
$217K
IWP
3940
IAG Wealth Partners
Wisconsin
$216K +$11.1K +55 +5%
TCM
3941
Tradewinds Capital Management
Washington
$216K
OR
3942
Olympiad Research
Connecticut
$216K +$2.43K +12 +1%
WFP
3943
Wrenne Financial Planning
Kentucky
$216K +$216K +1,069 New
EP
3944
EPIQ Partners
Minnesota
$216K
CWMGP
3945
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K +$607 +3 +0.3%
TLFA
3946
True Link Financial Advisors
California
$216K +$216K +1,067 New
GA
3947
Greenspring Advisors
Maryland
$215K
TPCM
3948
Templeton & Phillips Capital Management
Tennessee
$215K
PA
3949
Parkside Advisors
California
$215K
LSC
3950
Lesa Sroufe & Co
Washington
$215K