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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
PS
976
Principal Securities
Iowa
$13.6M +$1.23M +6,282 +10%
NGA
977
Naples Global Advisors
Florida
$13.6M -$94.4K -483 -0.7%
BOC
978
Barbara Oil Co
Illinois
$13.6M
BMM
979
Buffington Mohr McNeal
Idaho
$13.5M +$374K +1,913 +3%
HFS
980
Haverford Financial Services
Pennsylvania
$13.5M -$597K -3,052 -4%
NAS
981
Nicolet Advisory Services
Wisconsin
$13.5M +$254K +1,300 +2%
BSW
982
Buckingham Strategic Wealth
Missouri
$13.5M -$103K -526 -0.8%
WSCM
983
Wellington Shields Capital Management
New York
$13.5M +$82.3K +421 +0.6%
TFA
984
Teamwork Financial Advisors
Texas
$13.3M +$2.91M +14,870 +29%
JAM
985
JCIC Asset Management
Ontario, Canada
$13.2M -$121K -620 -0.9%
SG
986
Sienna Gestion
France
$13.2M +$12.8M +65,422 New
SB
987
Simmons Bank
Arkansas
$13.2M -$1.43M -7,304 -10%
WTFG
988
Wells Trecaso Financial Group
Ohio
$13.1M -$73.9K -378 -0.6%
CCT
989
Chemung Canal Trust
New York
$13.1M -$918K -4,698 -7%
BWM
990
Buckley Wealth Management
Nevada
$13M -$68.2K -349 -0.5%
WBC
991
Westpac Banking Corp
Australia
$13M +$921K +4,711 +8%
MMA
992
Miracle Mile Advisors
California
$13M +$325K +1,661 +3%
AWA
993
Arkadios Wealth Advisors
Georgia
$12.9M +$2.21M +11,308 +21%
AAM
994
AR Asset Management
California
$12.9M -$58.6K -300 -0.5%
LOAMS
995
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.9M -$1.24M -6,354 -9%
RFMS
996
RWQ Financial Management Services
Florida
$12.9M +$3.13M +16,013 +34%
SWA
997
Stratos Wealth Advisors
Ohio
$12.9M -$606K -3,101 -5%
VWA
998
Visionary Wealth Advisors
Illinois
$12.8M -$21.3K -109 -0.2%
FA
999
Fagan Associates
New York
$12.7M -$1.76K -9 -0%
RWA
1000
River Wealth Advisors
Pennsylvania
$12.7M +$265K +1,353 +2%