JPM icon

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 202 funds opening new positions, 1,715 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,133
Holders Change
+58
Holders Change %
+1.42%
% 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
202
Increased
1,715
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 %
JWM
4001
Jackson Wealth Management
Florida
$201K +$201K +996 New
CSIA
4002
Conrad Siegel Investment Advisors
Pennsylvania
$200K +$200K +990 New
WCF
4003
West Coast Financial
California
$200K +$200K +989 New
LFA
4004
Legend Financial Advisors
Pennsylvania
$199K -$4.65K -23 -2%
W
4005
WealthCollab
Washington
$196K
MFG
4006
Mendota Financial Group
Wisconsin
$192K -$33.8K -167 -15%
TCCM
4007
Timber Creek Capital Management
Massachusetts
$192K
PCWA
4008
Pacific Capital Wealth Advisors
California
$191K +$121K +599 +173%
MMC
4009
Mizuho Markets Cayman
Cayman Islands
$191K -$106K -526 -36%
HFS
4010
HBC Financial Services
Washington
$190K
MB
4011
Mizuho Bank
Japan
$186K +$186K +920 New
VIA
4012
Virtus Investment Advisers
Connecticut
$186K -$4.25K -21 -2%
WOSD
4013
WFA of San Diego
California
$185K +$185K +917 New
FG
4014
Fairman Group
Pennsylvania
$182K +$202 +1 +0.1%
SA
4015
Scarborough Advisors
Maryland
$180K +$1.82K +9 +1%
VWA
4016
Valued Wealth Advisors
Utah
$178K +$23.7K +117 +15%
CPG
4017
Cornerstone Planning Group
New Jersey
$176K -$10.9K -56 -6%
MIM
4018
Macroview Investment Management
Maryland
$173K +$2.63K +13 +2%
FA
4019
Financial Avengers
California
$167K +$809 +4 +0.5%
SCA
4020
Sander Capital Advisors
Washington
$163K +$1.01K +5 +0.6%
ATC
4021
Advantage Trust Company
Kansas
$160K
TCM
4022
TD Capital Management
Tennessee
$157K -$10.1K -50 -6%
PP
4023
Pingora Partners
Wyoming
$155K
IGWM
4024
ICA Group Wealth Management
Colorado
$150K -$1.12M -5,527 -88%
MAM
4025
Meeder Asset Management
Ohio
$149K -$1.68M -8,322 -92%