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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
TIM
1076
Thompson Investment Management
Wisconsin
$11.2M -$1.62M -8,294 -13%
XWM
1077
Xcel Wealth Management
Florida
$11.2M -$1.19M -6,085 -10%
ECM
1078
EagleClaw Capital Management
Massachusetts
$11.2M -$78.2K -400 -0.7%
WAP
1079
Wealthcare Advisory Partners
Pennsylvania
$11.2M +$824K +4,213 +8%
NP
1080
NorthRock Partners
Minnesota
$11.1M +$242K +1,240 +2%
EWM
1081
Executive Wealth Management
Michigan
$11.1M +$182K +930 +2%
SFM
1082
Soros Fund Management
New York
$11M +$3.93M +20,100 +58%
HIA
1083
Harbor Investment Advisory
Maryland
$11M -$12.5K -64 -0.1%
CAL
1084
Capital Analysts LLC
Pennsylvania
$11M -$2.35K -12 -0%
TWM
1085
Trueblood Wealth Management
Ohio
$11M -$11.9K -61 -0.1%
FDP
1086
Financiere des Professionnels
Quebec, Canada
$11M -$1.57M -8,042 -13%
DAC
1087
Dividend Assets Capital
South Carolina
$11M +$853K +4,363 +9%
FCT
1088
Family Capital Trust
Massachusetts
$11M -$107K -546 -1%
LWCFA
1089
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11M +$516K +2,641 +5%
HFM
1090
Hartford Financial Management
Connecticut
$10.9M -$205K -1,048 -2%
ECM
1091
Element Capital Management
New York
$10.9M +$10.6M +54,115 New
IWM
1092
IHT Wealth Management
Illinois
$10.9M +$60.4K +309 +0.6%
OMC
1093
Overbrook Management Corp
New York
$10.9M -$361K -1,848 -3%
MCP
1094
Mirador Capital Partners
California
$10.9M -$14.1K -72 -0.1%
IPW
1095
Inlet Private Wealth
Florida
$10.9M -$114K -582 -1%
PAI
1096
Pittenger & Anderson Inc
Nebraska
$10.9M +$47.7K +244 +0.5%
CAM
1097
Close Asset Management
United Kingdom
$10.9M +$739K +3,778 +8%
LTI
1098
Laffer Tengler Investments
Tennessee
$10.8M +$760K +3,889 +8%
ADL
1099
Asset Dedication LLC
California
$10.8M +$33.6K +172 +0.3%
GCA
1100
Greenwood Capital Associates
South Carolina
$10.8M -$179K -917 -2%