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JPMorgan Chase

4,132 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, 1,715 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.11%
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
1,715
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 %
MFT
4026
Moisand Fitzgerald Tamayo
Florida
$144K
GWM
4027
Guardian Wealth Management
Illinois
$143K -$3.64K -18 -2%
CB
4028
Chris Bulman
California
$138K +$138K +682 New
MCA
4029
Maryland Capital Advisors
Maryland
$137K
MCM
4030
MidAtlantic Capital Management
Virginia
$133K -$14.4K -71 -10%
EA
4031
Evolution Advisers
Virginia
$132K +$1.21K +6 +0.9%
T
4032
Tidemark
California
$130K +$63.5K +314 +95%
DF
4033
DecisionPoint Financial
Arizona
$130K
JWM
4034
Jupiter Wealth Management
Colorado
$122K
TCM
4035
TruNorth Capital Management
Michigan
$122K +$56.8K +281 +88%
EFP
4036
EnRich Financial Partners
Wisconsin
$121K +$7.08K +35 +6%
NCM
4037
Northwest Capital Management
Oregon
$117K -$147K -725 -56%
APW
4038
Acima Private Wealth
Virginia
$115K
VFIC
4039
Valley Forge Investment Consultants
Pennsylvania
$114K
Walleye Capital
4040
Walleye Capital
New York
$111K -$3.51M -17,347 -97%
HCM
4041
Horrell Capital Management
Arkansas
$111K -$203 -1 -0.2%
CWM
4042
Cedar Wealth Management
California
$109K -$310K -1,531 -74%
TCG
4043
Transcendent Capital Group
Oklahoma
$108K +$2.23K +11 +2%
GWSA
4044
Global Wealth Strategies & Associates
Colorado
$104K
SCA
4045
Stuart Chaussee & Associates
California
$101K +$53.8K +266 +113%
AAG
4046
Accordant Advisory Group
Maryland
$101K -$877K -4,336 -90%
CCM
4047
Cutler Capital Management
Massachusetts
$101K
NP
4048
Ninepoint Partners
Ontario, Canada
$101K +$101K +499 New
SRCM
4049
Signature Resources Capital Management
California
$98.4K
HC
4050
Hoese & Co
Minnesota
$98.3K +$8.11K +40 +9%