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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
FM
1001
Foster & Motley
Ohio
$12.7M -$123K -631 -1%
WIC
1002
WealthBridge Investment Counsel
Alberta, Canada
$12.7M -$1.5M -7,670 -11%
BBL
1003
Beck Bode LLC
Massachusetts
$12.6M +$12.2M +62,533 New
CCM
1004
Carmel Capital Management
California
$12.6M +$11.7K +60 +0.1%
LOPW
1005
Live Oak Private Wealth
North Carolina
$12.6M -$230K -1,179 -2%
FNA
1006
First National Advisers
Nebraska
$12.6M +$1.63M +8,349 +16%
RDWM
1007
Red Door Wealth Management
Tennessee
$12.6M +$560K +2,866 +5%
LWCA
1008
Locust Wood Capital Advisers
New York
$12.5M -$45.9M -234,907 -79%
CBOR
1009
Community Bank of Raymore
Missouri
$12.5M -$2.42M -12,360 -17%
IPW
1010
Invictus Private Wealth
Colorado
$12.5M -$257K -1,316 -2%
PI
1011
Pettee Investors
Connecticut
$12.5M -$178K -913 -1%
PGAM
1012
Princeton Global Asset Management
New Jersey
$12.4M +$616K +3,151 +5%
MCM
1013
Mitchell Capital Management
Kansas
$12.4M +$516K +2,639 +4%
CAM
1014
Cypress Asset Management
Texas
$12.4M -$167K -853 -1%
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3M +$5.34M +27,335 +81%
NSEDCP
1016
NJ State Employees Deferred Compensation Plan
New Jersey
$12.3M -$2.7M -13,800 -18%
MCM
1017
Maltese Capital Management
New York
$12.3M +$3.58M +18,300 +43%
HBT
1018
Hills Bank & Trust
Iowa
$12.3M -$304K -1,557 -2%
RFM
1019
Royal Fund Management
Florida
$12.3M -$513K -2,624 -4%
ZIG
1020
Zuckerman Investment Group
Illinois
$12.2M -$7.82K -40 -0.1%
SC
1021
Stolper & Co
Oklahoma
$12.2M +$49.9K +255 +0.4%
LWANC
1022
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.2M -$594K -3,039 -5%
GAM
1023
Gotham Asset Management
New York
$12.2M +$169K +866 +1%
SCM
1024
Stevens Capital Management
Pennsylvania
$12.2M -$5.39M -27,561 -31%
SCP
1025
Shorepoint Capital Partners
Massachusetts
$12.1M +$107K +547 +0.9%