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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
NM
1026
NWI Management
New York
$12.1M
AIM
1027
Access Investment Management
Georgia
$12.1M
AW
1028
Atlas Wealth
Ohio
$12.1M +$5.63M +28,773 +98%
CWG
1029
Cornerstone Wealth Group
North Carolina
$12.1M +$73.5K +376 +0.6%
MGIA
1030
Moneta Group Investment Advisors
Missouri
$12M +$537K +2,749 +5%
RC
1031
Roundview Capital
New Jersey
$12M -$27K -138 -0.2%
CC
1032
Chicago Capital
Illinois
$12M +$635K +3,249 +6%
BW
1033
Bison Wealth
Georgia
$12M
DWM
1034
Dorchester Wealth Management
Quebec, Canada
$12M -$604K -3,090 -5%
NFG
1035
Nations Financial Group
Iowa
$11.9M +$419K +2,144 +4%
VM
1036
Venator Management
Pennsylvania
$11.9M -$553K -2,830 -5%
RCM
1037
Radnor Capital Management
Pennsylvania
$11.9M +$329K +1,684 +3%
GIM
1038
Generate Investment Management
New Zealand
$11.9M -$2.98M -15,252 -21%
SWC
1039
Spectrum Wealth Counsel
Indiana
$11.8M -$405K -2,071 -3%
PVI
1040
Pine Valley Investments
New Jersey
$11.8M +$218K +1,115 +2%
CB
1041
Cadence Bank
Mississippi
$11.8M -$415K -2,124 -4%
BOH
1042
Bank of Hawaii
Hawaii
$11.8M -$101K -519 -0.9%
NEAM
1043
New England Asset Management
Connecticut
$11.8M -$1.17M -6,010 -9%
HCA
1044
Harbor Capital Advisors
Illinois
$11.8M +$21.3K +109 +0.2%
HIP
1045
Harrell Investment Partners
Texas
$11.8M -$332K -1,697 -3%
LA
1046
Lynch & Associates
Indiana
$11.8M +$431K +2,206 +4%
GFG
1047
Greystone Financial Group
Michigan
$11.7M +$327K +1,675 +3%
MSS
1048
Mitchell Sinkler & Starr
Pennsylvania
$11.7M -$1.5M -7,695 -12%
GA
1049
GFS Advisors
Texas
$11.7M -$4.77M -24,407 -42%
MCM
1050
Mengis Capital Management
Oregon
$11.7M -$397K -2,029 -3%