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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
PA
1051
Perennial Advisors
New York
$11.7M -$152K -776 -1%
CC
1052
Constitution Capital
Connecticut
$11.6M -$117K -599 -1%
CCMINC
1053
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11.6M -$14.7K -75 -0.1%
SA
1054
SRH Advisors
Kansas
$11.6M
BFS
1055
Bard Financial Services
Connecticut
$11.6M -$152K -775 -1%
HRC
1056
Hoertkorn Richard Charles
$11.6M -$633K -3,239 -5%
CJL
1057
Cyrus J. Lawrence
New York
$11.5M -$45.7K -234 -0.4%
ET
1058
Equitable Trust
Tennessee
$11.5M +$430K +2,200 +4%
III
1059
Independent Investors Inc
New York
$11.5M
SAM
1060
Strategy Asset Managers
California
$11.5M +$1.55M +7,929 +11%
MWM
1061
Mission Wealth Management
California
$11.5M +$478K +2,443 +4%
SIC
1062
Sigma Investment Counselors
Michigan
$11.4M +$27.8K +142 +0.3%
MRCM
1063
M&R Capital Management
New Jersey
$11.4M +$45K +230 +0.4%
FB
1064
Fulton Bank
Pennsylvania
$11.4M +$600K +3,067 +6%
MWA
1065
Meridian Wealth Advisors
Texas
$11.4M +$256K +1,311 +2%
CCP
1066
Clough Capital Partners
Massachusetts
$11.4M
PIM
1067
Plato Investment Management
Australia
$11.4M +$543K +2,776 +5%
NLP
1068
Next Level Private
New York
$11.4M -$739K -3,781 -6%
SVWAG
1069
Sound View Wealth Advisors Group
Georgia
$11.4M -$54K -276 -0.5%
BAM
1070
Boyar Asset Management
New York
$11.3M -$399K -2,039 -4%
MPM
1071
Meritage Portfolio Management
Kansas
$11.3M -$140K -716 -1%
VI
1072
Vestcor Inc
New Brunswick, Canada
$11.2M +$122K +626 +1%
CPC
1073
Consolidated Planning Corp
Georgia
$11.2M +$444K +2,269 +4%
FRA
1074
Frank Rimerman Advisors
California
$11.2M +$9.57M +48,930 +743%
BSC
1075
Brown Shipley & Co
United Kingdom
$11.2M -$981K -5,016 -8%