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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 %
OBWP
3976
O'Brien Wealth Partners
Massachusetts
$206K -$4.45K -22 -2%
DP
3977
DDD Partners
Washington
$206K -$4.65K -23 -2%
CC
3978
Cadinha & Co
Hawaii
$205K +$205K +1,015 New
LW
3979
Libra Wealth
California
$205K +$205K +1,012 New
RRCM
3980
Rappaport Reiches Capital Management
Illinois
$205K -$8.29K -41 -4%
MA
3981
MAS Advisors
Florida
$205K
SFO
3982
Standard Family Office
South Dakota
$204K
CCAL
3983
City Center Advisors LLC
Michigan
$204K
PA
3984
Planning Alternatives
Michigan
$204K +$204K +1,009 New
RWA
3985
Rooted Wealth Advisors
Illinois
$204K -$43.7K -208 -18%
FIM
3986
Fernwood Investment Management
Massachusetts
$204K -$2.83K -14 -1%
LC
3987
Lavaca Capital
Texas
$204K
GAM
3988
GEM Asset Management
Michigan
$203K +$203K +1,006 New
TI
3989
Truepoint Inc
Ohio
$203K -$58.3K -288 -22%
BT
3990
Brandywine Trust
Delaware
$202K
SWM
3991
StoneCrest Wealth Management
Arizona
$202K
BAM
3992
BOCHK Asset Management
Hong Kong
$202K
SC
3993
Shay Capital
New York
$202K +$202K +1,000 New
SCM
3994
Stonebridge Capital Management
California
$202K
GBA
3995
Garrison Bradford & Associates
New York
$202K
PP
3996
PrairieView Partners
Minnesota
$202K
ES
3997
ETF Store
Kansas
$202K -$94.3K -466 -32%
CWP
3998
Corepath Wealth Partners
Arizona
$201K +$201K +982 New
PFA
3999
Petra Financial Advisors
Colorado
$201K +$201K +995 New
VI
4000
VanderPol Investments
Michigan
$201K +$201K +994 New