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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 %
LAM
4101
Lummis Asset Management
Texas
$36.8K
ACM
4102
Anfield Capital Management
California
$34.4K +$34.4K +170 New
DWA
4103
Delos Wealth Advisors
Texas
$33.4K
FW
4104
Fairway Wealth
Ohio
$32K +$32K +158 New
GJIA
4105
Glass Jacobson Investment Advisors
Maryland
$31.8K -$94.1K -465 -75%
LWA
4106
Lowe Wealth Advisors
Maryland
$30.3K
CWA
4107
Carolina Wealth Advisors
South Carolina
$28.1K
CIR
4108
Clear Investment Research
Georgia
$26.4K -$813 -4 -3%
NECFA
4109
New England Capital Financial Advisors
Connecticut
$26.3K
SC
4110
Swan Capital
Florida
$25.3K +$25.3K +125 New
CAM
4111
Clarity Asset Management
Iowa
$24.8K
MBFW
4112
Morton Brown Family Wealth
Pennsylvania
$24.2K
CP
4113
Camelot Portfolios
Ohio
$22.9K +$22.9K +113 New
AFWM
4114
Abich Financial Wealth Management
Virginia
$22.3K +$17K +84 +323%
GAG
4115
Goodman Advisory Group
Massachusetts
$18.8K
CAM
4116
ClariVest Asset Management
California
$17.3K -$16.7K -83 -49%
ECM
4117
Everence Capital Management
Indiana
$16.1K
WA
4118
WestEnd Advisors
North Carolina
$14.4K +$811 +4 +6%
NAAA
4119
New Age Alpha Advisors
New York
$10.5K +$10.5K +52 New
YAL
4120
Your Advocates Ltd
Texas
$10.1K -$20.2K -100 -67%
CC
4121
Cypress Capital
Tennessee
$10.1K +$10.1K +50 New
WCM
4122
Westend Capital Management
California
$9.66K -$50.3K -245 -84%
EC
4123
Elequin Capital
New York
$9.1K +$9.1K +45 New
PPWM
4124
PFG Private Wealth Management
Florida
$7.69K -$6.07K -30 -44%
PS
4125
PayPay Securities
Japan
$6.47K