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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
ACGA
1126
Atlanta Consulting Group Advisors
Georgia
$10.3M -$53.6K -274 -0.5%
GWM
1127
Geneos Wealth Management
Colorado
$10.3M +$742K +3,797 +8%
PGIM
1128
Pacific Global Investment Management
California
$10.3M -$8.21K -42 -0.1%
PTB
1129
Pioneer Trust Bank
Oregon
$10.3M -$1.02M -5,224 -9%
BCA
1130
Bray Capital Advisors
Florida
$10.3M -$204K -1,041 -2%
HEIP
1131
Hudson Edge Investment Partners
New Jersey
$10.2M -$318K -1,625 -3%
BCM
1132
Barometer Capital Management
Ontario, Canada
$10.2M -$1.57M -8,012 -14%
BAM
1133
Brave Asset Management
New Jersey
$10.2M -$102K -523 -1%
AC
1134
AlphaCore Capital
California
$10.2M +$174K +890 +2%
RCYC
1135
Richard C. Young & Co
Rhode Island
$10.2M +$482K +2,463 +5%
JWCA
1136
J.W. Cole Advisors
Florida
$10.2M +$2.09M +10,709 +27%
SGDR
1137
SPX Gestao de Recursos
Brazil
$10.2M -$995K -5,089 -9%
BA
1138
Ballast Advisors
Minnesota
$10.1M -$283K -1,450 -3%
WPP
1139
Whalerock Point Partners
Rhode Island
$10.1M +$121K +617 +1%
MWM
1140
Marietta Wealth Management
Georgia
$10.1M -$119K -609 -1%
FWTB
1141
First Western Trust Bank
Colorado
$10M -$1.23M -6,292 -11%
P
1142
Pitcairn
Pennsylvania
$10M +$762K +3,897 +9%
DWA
1143
Douglass Winthrop Advisors
New York
$10M +$344K +1,759 +4%
HCA
1144
Harbour Capital Advisors
Virginia
$10M +$13.5K +69 +0.1%
MFG
1145
Magnus Financial Group
New York
$9.99M -$258K -1,318 -3%
ANBT
1146
American National Bank & Trust
Texas
$9.98M -$222K -1,134 -2%
FFG
1147
Frisch Financial Group
New York
$9.98M -$168K -858 -2%
XF
1148
XML Financial
Maryland
$9.96M -$335K -1,712 -3%
SWP
1149
Strategic Wealth Partners
Ohio
$9.94M -$1.03M -5,282 -10%
AWM
1150
Avior Wealth Management
Nebraska
$9.92M -$371K -1,896 -4%