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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
ACM
1151
Adalta Capital Management
New York
$9.9M -$10.8K -55 -0.1%
IA
1152
IFP Advisors
Florida
$9.88M +$2.43M +12,441 +34%
TCBWMS
1153
Texas Capital Bank Wealth Management Services
Texas
$9.87M +$650K +3,325 +7%
CRI
1154
Commonwealth Retirement Investments
Virginia
$9.87M -$146K -749 -2%
LSA
1155
L & S Advisors
California
$9.84M +$5.99M +30,644 +170%
QCG
1156
Quadrant Capital Group
Ohio
$9.83M +$274K +1,400 +3%
FPGT
1157
Financial Partners Group (Tennessee)
Tennessee
$9.78M +$391 +2 +0%
WSC
1158
Wellington Shields & Co
New York
$9.78M +$3.13K +16 +0%
BCCM
1159
Bridge Creek Capital Management
Massachusetts
$9.76M -$446K -2,280 -5%
SIM
1160
Seaview Investment Managers
Florida
$9.75M -$421K -2,151 -4%
WI
1161
Wintrust Investments
Illinois
$9.74M +$95.8K +490 +1%
EARNEST Partners
1162
EARNEST Partners
Georgia
$9.72M -$102K -520 -1%
FHB
1163
First Hawaiian Bank
Hawaii
$9.69M -$332K -1,696 -3%
KOCAA
1164
Knights of Columbus Asset Advisors
Connecticut
$9.69M -$214K -1,097 -2%
DEA
1165
DoubleLine ETF Adviser
Florida
$9.66M -$375K -1,920 -4%
MPIM
1166
McGinn Penninger Investment Management
Virginia
$9.65M -$51.6K -264 -0.6%
SFO
1167
Stokes Family Office
Louisiana
$9.65M -$36.4K -186 -0.4%
CBTWT
1168
Community Bank & Trust (Waco, Texas)
Texas
$9.6M +$20.5K +105 +0.2%
DAS
1169
Diversify Advisory Services
Utah
$9.59M -$1.15M -5,887 -11%
SAM
1170
Socorro Asset Management
Texas
$9.57M
KJHP
1171
K.J. Harrison & Partners
Ontario, Canada
$9.57M -$96.4K -493 -1%
IIM
1172
Intact Investment Management
Quebec, Canada
$9.57M -$782K -4,000 -8%
VHAM
1173
Van Hulzen Asset Management
California
$9.56M -$4.3M -22,020 -32%
BSB
1174
Bangor Savings Bank
Maine
$9.56M -$200K -1,022 -2%
AAS
1175
Ameritas Advisory Services
Nebraska
$9.56M -$81.7K -418 -0.9%