JPM icon

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 %
MIM
4076
Meridiem Investment Management
United Kingdom
$56.6K
TVWM
4077
Tower View Wealth Management
Wisconsin
$55.2K +$405 +2 +0.7%
TLA
4078
Tanglewood Legacy Advisors
Texas
$55.2K
CMA
4079
Cedar Mountain Advisors
Oregon
$54.1K -$9.09K -45 -14%
AW
4080
Avion Wealth
Texas
$54K -$199K -1,004 -79%
BFA
4081
BBJS Financial Advisors
Washington
$53.6K +$43.5K +215 +430%
FCG
4082
Financial Connections Group
California
$53K +$13.3K +66 +34%
CM
4083
Capula Management
Cayman Islands
$52.4K -$282K -1,395 -84%
VF
4084
VitalStone Financial
Texas
$51.5K +$203 +1 +0.4%
MWA
4085
MFA Wealth Advisors
Pennsylvania
$50K +$50K +247 New
BCCM
4086
Black Cypress Capital Management
Florida
$47.5K -$101K -500 -68%
VWWMG
4087
Vermillion & White Wealth Management Group
Pennsylvania
$47.3K
RWA
4088
Redmont Wealth Advisors
Illinois
$46.1K -$20.2K -100 -30%
GIS
4089
Grayhawk Investment Strategies
Alberta, Canada
$44.9K
BFS
4090
Bare Financial Services
Pennsylvania
$43.2K
BIM
4091
Breakwater Investment Management
Washington
$42.9K +$17.2K +85 +67%
UIA
4092
Ulland Investment Advisors
Minnesota
$42K
PWM
4093
Partnership Wealth Management
Maryland
$41.9K
KSWA
4094
Kathleen S. Wright Associates
Pennsylvania
$40.5K
NC
4095
nVerses Capital
Florida
$40.5K +$40.5K +200 New
BFP
4096
Briaud Financial Planning
Texas
$40K -$201 -1 -0.5%
SFCL
4097
Strengthening Families & Communities LLC
Massachusetts
$40K +$12.9K +63 +47%
RCM
4098
Richardson Capital Management
Wisconsin
$38.8K +$4.45K +22 +13%
CCMI
4099
Creative Capital Management Investments
California
$37.8K -$16.2K -80 -30%
LFA
4100
LGT Financial Advisors
Texas
$37.4K -$587K -2,903 -94%