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JPMorgan Chase

4,165 hedge funds and large institutions have $416B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,733 increasing their positions, 1,808 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

1% more funds holding

Funds holding: 4,1084,165 (+57)

1% more capital invested

Capital invested by funds: $414B → $416B (+$2.39B)

0.16% less ownership

Funds ownership: 71.84%71.68% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 1,733 | Existing positions reduced: 1,808

6% less funds holding in top 10

Funds holding in top 10: 719675 (-44)

20% less call options, than puts

Call options by funds: $7.24B | Put options by funds: $9.01B

Holders
4,165
Holders Change
+57
Holders Change %
+1.39%
% of All Funds
60.16%
Holding in Top 10
675
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.12%
% of All Funds
9.75%
New
201
Increased
1,733
Reduced
1,808
Closed
90
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
Cyndeo Wealth Partners
Florida
$14.2M +$748K +3,827 +6%
CTC (Chicago Trading Company)
952
CTC (Chicago Trading Company)
Illinois
$14.2M +$11M +56,119 +400%
M2MC
953
Matthew 25 Management Corp
Pennsylvania
$14.2M -$684K -3,500 -5%
AIM
954
Artemis Investment Management
United Kingdom
$14.1M -$4.1M -20,972 -23%
SBF
955
Sara-Bay Financial
Florida
$14.1M +$1.48M +7,590 +12%
APP
956
Avantax Planning Partners
Iowa
$14.1M -$1.89M -9,682 -12%
BONST
957
Bank of Nova Scotia Trust
Ontario, Canada
$14.1M -$761K -3,893 -5%
PWW
958
Pettyjohn Wood & White
Virginia
$14.1M -$122K -624 -0.9%
PI
959
PFG Investments
New York
$14M -$78.8K -403 -0.6%
CNB
960
Camden National Bank
Maine
$14M +$2.46M +12,573 +22%
ERIM
961
Eagle Ridge Investment Management
Connecticut
$14M -$121K -620 -0.9%
SW
962
SteelPeak Wealth
California
$14M -$1.63M -8,336 -11%
HT
963
Heritage Trust
Oklahoma
$13.9M -$365K -1,868 -3%
WIA
964
World Investment Advisors
California
$13.9M +$11.6M +59,442 +626%
ANTB
965
AMG National Trust Bank
Colorado
$13.9M +$2.95M +15,103 +28%
LFAS
966
Level Four Advisory Services
Texas
$13.9M -$1.27M -6,489 -9%
TCM
967
Twin Capital Management
Pennsylvania
$13.9M -$1.17M -5,966 -8%
WFMPM
968
Woodley Farra Manion Portfolio Management
Indiana
$13.9M -$3.39M -17,326 -20%
AWM
969
Avitas Wealth Management
California
$13.7M +$24K +123 +0.2%
OCM
970
One Capital Management
California
$13.7M +$189K +969 +1%
FMWA
971
Forvis Mazars Wealth Advisors
Missouri
$13.7M -$391 -2 -0%
SIC
972
SFE Investment Counsel
California
$13.7M -$613K -3,133 -4%
GAM
973
Griffin Asset Management
New York
$13.6M +$43.6K +223 +0.3%
MAS
974
Meeder Advisory Services
Ohio
$13.6M +$3.43M +17,558 +35%
CCB
975
Country Club Bank
Missouri
$13.6M -$113K -579 -0.8%