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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 %
HFS
4051
Horizon Financial Services
North Carolina
$97.9K
DCM
4052
Davis Capital Management
Florida
$96K
Belvedere Trading
4053
Belvedere Trading
Illinois
$92.8K +$92.8K +459 New
MSG
4054
Main Street Group
Virginia
$91.2K -$17.5K -85 -16%
MSWM
4055
Mowery & Schoenfeld Wealth Management
Illinois
$89K +$49.2K +243 +123%
NA
4056
Nordwand Advisors
Pennsylvania
$88.8K
BHWM
4057
Bay Harbor Wealth Management
Maryland
$87.9K +$1.62K +8 +2%
RI
4058
Ridgewood Investments
New Jersey
$87.6K +$87.6K +433 New
MWA
4059
Miller Wealth Advisors
Colorado
$87K
PA
4060
Pineridge Advisors
Missouri
$84.9K +$1.01K +5 +1%
RTL
4061
Red Tortoise LLC
Georgia
$83K
MAM
4062
Marquette Asset Management
Minnesota
$80.9K
DPW
4063
DiNuzzo Private Wealth
Pennsylvania
$80.5K +$21.6K +107 +37%
IHWM
4064
Iron Horse Wealth Management
Iowa
$75.9K
RS
4065
Rakuten Securities
Japan
$73.6K -$73.4K -363 -50%
RFG
4066
REAP Financial Group
Texas
$69.1K -$6.08K -30 -8%
QL
4067
Quarry LP
New York
$68.2K +$62.3K +308 +1,062%
TWD
4068
True Wealth Design
Ohio
$67.5K
RF
4069
Robbins Farley
New Hampshire
$66.5K -$9.71K -48 -13%
KPP
4070
Kings Path Partners
Texas
$62.9K +$62.9K +311 New
BMC
4071
Bear Mountain Capital
Washington
$61.9K
FGA
4072
Fortis Group Advisors
New Jersey
$61.6K -$679K -3,351 -92%
PPA
4073
Painted Porch Advisors
California
$60.3K +$60.3K +298 New
TCM
4074
Tanaka Capital Management
New York
$59K -$5.02K -25 -8%
HWM
4075
Horizons Wealth Management
North Carolina
$58.3K