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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
CT
1176
Colonial Trust
South Carolina
$9.56M +$653K +3,342 +8%
IBOK
1177
Independence Bank of Kentucky
Kentucky
$9.55M +$431K +2,204 +5%
JIC
1178
Joel Isaacson & Co
New York
$9.54M -$106K -543 -1%
TW
1179
Trajan Wealth
Arizona
$9.51M +$392K +2,005 +4%
MWA
1180
MN Wealth Advisors
Kansas
$9.5M +$63.9K +327 +0.7%
SC
1181
Skylands Capital
Wisconsin
$9.48M -$481K -2,460 -5%
SW
1182
SlateStone Wealth
Florida
$9.47M -$4.16M -21,259 -31%
BJL
1183
Brighton Jones LLC
Washington
$9.44M +$957K +4,897 +12%
PA
1184
Profund Advisors
Maryland
$9.41M -$318K -1,627 -3%
BFO
1185
Boston Family Office
Massachusetts
$9.39M -$185K -945 -2%
OFG
1186
Oxford Financial Group
Indiana
$9.39M +$391K +1,998 +4%
SAM
1187
Sompo Asset Management
Japan
$9.39M -$2.49M -12,753 -22%
WIM
1188
Wittenberg Investment Management
Massachusetts
$9.39M
WAS
1189
Wealth Advisory Solutions
Indiana
$9.37M -$106K -543 -1%
SMA
1190
Sage Mountain Advisors
Georgia
$9.37M +$651K +3,328 +8%
SP
1191
Stablepoint Partners
Massachusetts
$9.36M -$1.18M -6,017 -12%
SFP
1192
Shepherd Financial Partners
Massachusetts
$9.35M +$62.6K +320 +0.7%
CWS
1193
Confluence Wealth Services
Pennsylvania
$9.33M +$981K +5,020 +12%
SC
1194
Schulhoff & Co
Ohio
$9.33M -$227K -1,162 -2%
DLCIG
1195
D.L. Carlson Investment Group
New Hampshire
$9.33M -$95.6K -489 -1%
C
1196
Certuity
Florida
$9.33M -$2.1M -10,747 -19%
CIM
1197
Chiron Investment Management
New York
$9.3M +$2.02M +10,335 +29%
LSPW
1198
Lake Street Private Wealth
Illinois
$9.3M -$3.71K -19 -0%
RVPG
1199
Relative Value Partners Group
$9.3M +$6.96M +35,581 +343%
WKWM
1200
Walter & Keenan Wealth Management
Indiana
$9.29M -$13.7K -70 -0.2%