We are live on ! Find out more
JPM icon

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
EFG
1201
Embree Financial Group
Illinois
$9.29M -$85.8K -439 -0.9%
BL
1202
BCWM LLC
Kansas
$9.28M +$281K +1,438 +3%
PAM
1203
Paradigm Asset Management
New York
$9.24M +$2.5M +12,800 +39%
SAM
1204
Smithbridge Asset Management
Pennsylvania
$9.24M -$890K -4,550 -9%
KA
1205
Kintegral Advisory
New York
$9.23M +$391 +2 +0%
WIA
1206
Wetzel Investment Advisors
Indiana
$9.23M -$31.9K -163 -0.4%
BWS
1207
Buck Wealth Strategies
Colorado
$9.22M +$8.3M +42,478 +1,365%
SGA
1208
Strategic Global Advisors
California
$9.22M -$97.4K -498 -1%
CCM
1209
Coerente Capital Management
Ontario, Canada
$9.2M -$638K -3,265 -7%
FPAS
1210
Focus Partners Advisor Solutions
Missouri
$9.19M -$1.44M -7,365 -14%
PSP
1211
Principal Street Partners
Tennessee
$9.19M -$78.8K -403 -0.9%
KWA
1212
Kingswood Wealth Advisors
California
$9.18M +$2.13M +10,875 +31%
IIM
1213
Ipswich Investment Management
Massachusetts
$9.17M -$37.7K -193 -0.4%
ACM
1214
Alpha Capital Management
Texas
$9.17M -$130K -667 -1%
CFSG
1215
Community Financial Services Group
Vermont
$9.15M +$297K +1,518 +3%
BMWM
1216
Brown Miller Wealth Management
Virginia
$9.13M -$23.7K -121 -0.3%
IP
1217
Interval Partners
New York
$9.13M -$37.3M -190,887 -81%
WAS
1218
WESPAC Advisors SoCal
California
$9.12M -$217K -1,109 -2%
SIA
1219
Schechter Investment Advisors
Michigan
$9.12M -$75.9K -388 -0.9%
VFM
1220
Viking Fund Management
North Dakota
$9.1M -$3.71M -19,000 -30%
SFG
1221
SevenBridge Financial Group
Pennsylvania
$9.09M -$14.9K -76 -0.2%
HCM
1222
Hodges Capital Management
Texas
$9.07M -$1.7M -8,691 -16%
BHPW
1223
Beverly Hills Private Wealth
California
$9.06M +$638K +3,261 +8%
CHC
1224
City Holding Co
West Virginia
$9.06M +$84.5K +432 +1%
WPW
1225
Waldron Private Wealth
Pennsylvania
$9.06M +$62.4K +319 +0.7%