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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
HB
1101
HTLF Bank
Colorado
$10.8M -$394K -2,016 -4%
CFA
1102
Capstone Financial Advisors
Illinois
$10.8M +$45.7K +234 +0.4%
PT
1103
Plimoth Trust
Massachusetts
$10.7M -$593K -3,032 -5%
BIM
1104
Baldwin Investment Management
Pennsylvania
$10.7M -$34.2K -175 -0.3%
BEAM
1105
Baker Ellis Asset Management
Washington
$10.7M -$31.3K -160 -0.3%
GIM
1106
Goelzer Investment Management
Indiana
$10.6M -$183K -936 -2%
SP
1107
Symmetry Partners
Connecticut
$10.6M -$473K -2,418 -4%
MC
1108
Miramar Capital
Illinois
$10.6M -$144K -738 -1%
AC
1109
Addenda Capital
Quebec, Canada
$10.6M -$1.31M -6,723 -11%
CIC
1110
Cutler Investment Counsel
Oregon
$10.6M -$31.1K -159 -0.3%
GLLW
1111
Graves Light Lenhart Wealth
Virginia
$10.6M -$1.17K -6 -0%
AA
1112
Apriem Advisors
California
$10.5M -$802K -4,101 -7%
NC
1113
NBW Capital
Massachusetts
$10.5M -$49.1K -251 -0.5%
CWM
1114
Compass Wealth Management
Connecticut
$10.5M -$71.6K -366 -0.7%
FC
1115
Fulcrum Capital
Washington
$10.5M -$203K -1,036 -2%
AFG
1116
Atomi Financial Group
New York
$10.5M +$1.3M +6,636 +15%
AWP
1117
Ascent Wealth Partners
New York
$10.4M -$98.3K -503 -1%
AG
1118
Ascent Group
Virginia
$10.4M +$576K +2,948 +6%
KLCM
1119
KG&L Capital Management
Louisiana
$10.4M -$151K -771 -1%
OCAM
1120
Onex Canada Asset Management
Ontario, Canada
$10.4M -$116K -591 -1%
FHA
1121
Flagship Harbor Advisors
Massachusetts
$10.4M +$1.41M +7,187 +16%
RWM
1122
Rench Wealth Management
Texas
$10.4M -$315K -1,610 -3%
EAMA
1123
EFG Asset Management (Americas)
Florida
$10.4M +$3.97M +20,311 +66%
JPWM
1124
Jamison Private Wealth Management
Georgia
$10.4M +$198K +1,012 +2%
PAMG
1125
Patton Albertson Miller Group
Tennessee
$10.3M +$403K +2,061 +4%