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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 %
CAM
4201
Crestone Asset Management
Colorado
-$365K -1,823 Closed
BFG
4202
Baron Financial Group
New Jersey
-$337K -1,680 Closed
HCC
4203
Hirtle Callaghan & Co
Pennsylvania
-$323K -1,614 Closed
Flossbach Von Storch
4204
Flossbach Von Storch
Germany
-$323K -1,611 Closed
BMM
4205
Berkshire Money Management
Massachusetts
-$302K -1,510 Closed
BWG
4206
Balanced Wealth Group
Ohio
-$291K -1,476 Closed
WA
4207
Wealthstar Advisors
Texas
-$292K -1,460 Closed
BCM
4208
BlueCrest Capital Management
Jersey
-$257K -1,285 Closed
FAM
4209
Flaharty Asset Management
Florida
-$247K -1,232 Closed
EL
4210
Envoi LLC
Minnesota
-$241K -1,201 Closed
TCFP
4211
Treasure Coast Financial Planning
Florida
-$223K -1,114 Closed
SIA
4212
Spectrum Investment Advisors
Wisconsin
-$220K -1,097 Closed
CP
4213
Coho Partners
Pennsylvania
-$218K -1,088 Closed
DCM
4214
DGS Capital Management
New Jersey
-$208K -1,038 Closed
FSWA
4215
Financial Synergies Wealth Advisors
Texas
-$158K -787 Closed
CSS
4216
Cubist Systematic Strategies
Connecticut
-$102K -511 Closed
TWP
4217
TFO Wealth Partners
Ohio
-$102K -509 Closed
FFWA
4218
FRG Family Wealth Advisors
Washington
-$79.6K -415 Closed
PCM
4219
Palouse Capital Management
Washington
-$50.1K -250 Closed
DCM
4220
Davidson Capital Management
Texas
-$37.3K -186 Closed
FF
4221
Friedenthal Financial
New Jersey
-$9.01K -45 Closed
EC
4222
EntryPoint Capital
New York
-$200 -1 Closed
HWM
4223
HighMark Wealth Management
Minnesota
-$2K